Aly
04/06/2026, 11:56 AMCeligo AI
04/06/2026, 11:56 AMAI generated answer (using internal Slack threads):The standard flow of estimates in NetSuite is as follows: 1. An Opportunity is created with a status of Open. 2. An Estimate is created from the Opportunity. The Opportunity status is then moved to 'Issues Estimate' and the Estimate status is set to Open. 3. If the Estimate is closed, voided, expired, or deleted, the status of the Opportunity changes. If the Estimate is deleted, the Opportunity moves back to Open. For the other three instances (closed, voided, expired), the Opportunity status does not automatically change. You would need to manually update the status of the Opportunity. 4. When a new Estimate is created, it does not automatically expire the old one. Multiple Estimates can be linked to the same Opportunity. However, when a Sales Order is created from one of the Estimates, the statuses of all linked Estimates change to 'Closed Won' automatically. If you want to change this behavior, you would need to use a User Event Script triggered when a Sales Order is created from an Estimate. 5. If multiple Estimates are created for the same Opportunity, it can skew the pipeline reporting. One way to handle this is to have the Opportunity drive the forecast and not include the Estimates in the forecast. Another approach is to have salespeople submit justifications for why multiple Estimates are necessary. ****** 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
04/06/2026, 11:56 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848632872
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84375006
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8298949
Celigo AI
04/06/2026, 11:56 AM