By default, a quote must be created before a NetSuite order can be generated using the Sales Order button, and the order generation process is started from the context of the Quote page. If you do not need to create quotes and would prefer to just create orders, please contact Celigo support to have this enabled.
To generate an order, go to the a specific quote custom object, and click the Sales Order button. The following occurs when you click this button:
- The quote is sent to NetSuite and converted to a sales order.
- All attachments are transfered to NetSuite and stored on the sales order in the Files sublist.
- The NetSuite sales order is sent back to Salesforce and stored in the Sales Order custom object. It is displayed in a related list on the Opportunity page.
- The status of the Opportunity in Salesforce changes to Closed Won.
If the Sales Orders related list (shown below) is not visible on your Opportunity page, please contact your Salesforce administrator to have it added to the Opportunity page layout.
The Sales Order custom object in Salesforce contains high level information about your NetSuite transaction. This information is kept up to date in real time as transactions in NetSuite are modified or statuses are changed.
If you need to update the order in NetSuite with new information from the opportunity repeat the steps printed above. Please note that you can only update a sales order in NetSuite if the status is Pending Approval. We will log an error in SalesForce and NetSuite if you try to update a NetSuite order when it is past the Pending Approval status.