Sarah
01/22/2025, 7:43 PMCeligo AI
01/22/2025, 7:43 PMAI generated answer (using internal Slack threads):In NetSuite, the status of a quote is determined by the transaction status and the sales process stage. The transaction status is typically "Open" until the quote has expired or been accepted. The sales process stage, or "quote status", can be set to various stages such as "Proposal", "Negotiation", etc. To set up a quote status, you would typically follow these steps: 1. Navigate to the quote record you want to modify. 2. Look for the field labeled "quote status" or similar. This field may be located in different places depending on your NetSuite setup, but it's typically found in the sales or transaction details section. 3. Select the desired status from the dropdown menu. If the status you want isn't available, you may need to add it to your list of statuses. This can usually be done under Setup → Sales → Customer Statuses or similar. Please note that the exact steps and field names may vary depending on your specific NetSuite setup and customization. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
01/22/2025, 7:43 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826743245
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818868041
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814945459
Celigo AI
01/22/2025, 7:43 PM