Lee Brookes
03/04/2025, 1:18 PMCeligo AI
03/04/2025, 1:18 PMAI generated answer (using internal Slack threads):The Entity Status field on a transaction can be edited by going to Setup > Sales > Customer Statuses. Here, you can map each status to a probability percent. However, if you're trying to change the status of a transaction and it's not reflecting, you might need to load the record and re-submit it using a scheduled script. This often triggers the overall status change. For setting the Proposal Status field on an Estimate, the field ID is 'entitystatus'. If you're not finding the Entity Status or Proposal Status in the workflow action, it might be because Opportunities are not enabled in your account. Once you enable Opportunities, the Opportunity Estimate Status should become available. Please note that these steps are based on the standard NetSuite setup and might vary if custom fields or scripts are in place. ****** 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
03/04/2025, 1:19 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.798716307
Celigo AI
03/04/2025, 1:19 PM