Aaron McCausland
04/13/2026, 1:23 PMCeligo AI
04/13/2026, 1:23 PMAI generated answer (using internal Slack threads):To match lines between an Opportunity and an Estimate, you can use a similar approach to the one used for matching Purchase Order lines to their origin Sales Order lines. However, there isn't a built-in field like
appliedtotransaction.lineuniquekey for Opportunities and Estimates.
You can create a custom field on the Opportunity line and the Estimate line that will hold a unique identifier for each line. This could be a combination of item, quantity, and other unique line fields. This custom field will act as your lineuniquekey for Opportunities and Estimates.
Here is a high-level overview of the steps you would need to take:
1. Create a custom field on the Opportunity line and the Estimate line. Let's call it custcol_lineuniquekey.
2. When creating an Estimate from an Opportunity, copy the custcol_lineuniquekey from the Opportunity line to the Estimate line.
3. When updating the Opportunity from the Estimate, use the custcol_lineuniquekey to match the lines. If a line with the same custcol_lineuniquekey exists in the Opportunity, update it. If it doesn't exist, add a new line. If a line exists in the Opportunity but not in the Estimate, remove it.
This approach will allow you to keep the lines in sync between the Opportunity and the Estimate.
Please note that this approach requires some SuiteScript coding to copy the custcol_lineuniquekey between the Opportunity and the Estimate, and to update the Opportunity lines based on the Estimate lines.
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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
04/13/2026, 1:23 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)
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Celigo AI
04/13/2026, 1:23 PM