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Problem:
Sales was in need of a way to prevent sales reps from saving a sales order unless the appropriate sales manager had approved the original quote (estimate) for the deal.
Solution:
- Create 2 custom Estimate (Quote) forms. One for the sales rep, one for the approving sales manager.
- Restrict a custom sales rep role to only that estimate form and associate a custom sales manager role with the sales manager form.
- Create a Transaction Body Checkout field called Quote Approval, and disable on the sales rep form but not on the sales manager form.
- Use SuiteScript that triggers on Save to prevent sales rep from saving the Sales Order unless custom field on the Quote is checked.
Contributor: NetSuite Training
Contributor Overview: Founded in 1998, NetSuite, Inc. is the leading provider of integrated business application software for small and midsize businesses. With thousands of customers using NetSuite's online products and professional services, companies are enabled to manage all key business operations—in a single hosted system, including: customer relationship management (CRM); order fulfillment; inventory; finance and product assembly; ecommerce; Web site management; and employee productivity.
Website: http://www.netsuite.com
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