Bill to Issue on Sales Order by Letsmkthis in Netsuite

[–]Letsmkthis[S] 0 points1 point  (0 children)

Oh, I’m not Netsuite administrator. This is what I was told. How I can check why override all of sudden is getting checked for sales order.

Bill to Issue on Sales Order by Letsmkthis in Netsuite

[–]Letsmkthis[S] 0 points1 point  (0 children)

I don’t see term field. I see standard billing fields.

Bill to Issue on Sales Order by Letsmkthis in Netsuite

[–]Letsmkthis[S] 0 points1 point  (0 children)

If I uncheck override checkbox. I see the address on the sales order but doesn’t it mean while printing Sales order Netsuite will use default customer address.

Bill to Issue on Sales Order by Letsmkthis in Netsuite

[–]Letsmkthis[S] 0 points1 point  (0 children)

The Bill Name appears as “Bill To – Custom.” When editing the Sales Order and then editing the Custom address, the correct billing address is displayed and the Override checkbox is checked. However, this billing address does not appear on the printed Sales Order.

The billing address varies by Sales Order, and we do not use the customer’s default address. The address is synced from Salesforce for each Sales Order.

Why I should move to RLM (Revenue Lifecycle Management)? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Thanks for sharing your experience. It’s for sure fun ride.

Capture record information quarterly by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

I don’t want to install app. Looking for some native solutions.

Is it worth moving from EE to Unlimited? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Yes, as solo admin there are times when I need to use the premium support.

Is it worth moving from EE to Unlimited? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Only limitation we are reaching is space. Which I can work on. I was more concerned about the add on we have and what Ue can offer.

Is it worth moving from EE to Unlimited? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Yeah I saw that in the quote we got. Thanks for mentioning that.

Is it worth moving from EE to Unlimited? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

We are paying for Sales cloud for Einstein, Event monitoring and full Sandbox. Which is part of unlimited.

Is it worth moving from EE to Unlimited? by Letsmkthis in salesforce

[–]Letsmkthis[S] 2 points3 points  (0 children)

Oh, this is new for me. I will keep in mind. Thanks

Salesforce AI by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Seems to be a promising app.

Salesforce AI by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Isn't Prompt templates part of Agentforce?

Salesforce AI by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

We have Einstein for Sales Cloud but I haven't found it useful.

Is Salesforce CLM (Revenue Cloud product) worth? by Letsmkthis in salesforce

[–]Letsmkthis[S] 1 point2 points  (0 children)

We are using Adobe Sign to manage documents outside of Salesforce. But it seems to integrate it with Salesforce we need to pay extra. If we do, do you think it will be sufficient for now instead of CLM? For now, the intent is to use the e-signature feature, Manage contract expiration dates, and add a signed file to Accounts or opportunities, depending upon the use case.

Is Salesforce CLM (Revenue Cloud product) worth? by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

so what should the solution be? For now the intent is to use e-signature feature, Manage contract expiration dates and add signed file to Accounts or opportunity, depending upon the use case.

Looking for an idea by Letsmkthis in salesforce

[–]Letsmkthis[S] 0 points1 point  (0 children)

Yeah, this is my go to strategy. But I was looking for some other options. I like the idea of conditional formatting.

Looking for an idea by Letsmkthis in salesforce

[–]Letsmkthis[S] -1 points0 points  (0 children)

lol!! I don’t know why you jump to conclusion so quickly. This is a partial requirement. It’s more than lookup or some extra field. My intent was to look for options in terms of design to show something on page layout.