How to find Create Projects from Sales Transactions Page in NetSuite
The Create Projects from Sales Transactions page will be used to create projects from new Orders/Contracts pushed over from Salesforce. Please click here for a video overview of Create Projects from Sales Transactions Page & Shortcut Create Projects from Sales Transactions: To access the Create Projects from S…
Parent Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
Creating Project Numbers for New Orders/Overages Sales Orders
The article outlines the steps in Netsuite to create project numbers for New Sales Orders or Overages Orders after they’ve been entered into Salesforce. Please click here for a video overview of Create Project Number - New Orders/Overage Orders * In NetSuite, navigate to the "Create Projects from Sales Transac…
Child Projects
**IMPORTANT UPDATE FALL 2024** The following Sales Order Items - Workshop Delivery [COMM], Design Services [COMM], and Real Deal Coaching [COMM] - automatically default to a Parent Project upon creation. When any of these Items has a Quantity of 1 on the Sales Order, the Parent Project process is still applied, r…
