[nbrog]

I have a couple of Saved Searches looking at closed / won Opportunities. Of course the key $$ field is the Projected Amount.

Ideally I want to also pull in the actual booked $$ amount (ie. from the Sales Order which is always linkable back to the Opportunity via an Estimate).

Other than ensuring that someone adjusts the Projected Amount to equal the actual order amount before processing the Estimate into a Sales Order, is there any way to pull this booked $$ amount into an Opportunities Search? Perhaps I need to use a Saved Report?

Always appreciate the help from NetSuite and the community!

Best,

Nate
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[derekzanga]

RE: Opportunities — add actual booked $$ ?

We had a similar problem and decided to create a script on the sales order that (upon save) takes the sales order total and updates the related opportunity projected total. It is not an ideal solution — such as when there are multiple sales orders per opportunity — but this has done the trick for now.

[evan_goldberg]

RE: Opportunities — add actual booked $$ ?

You can do this on a transaction search filtered to opportunities, use applying transaction : total and filter to applying link type=opportunity and applying transaction : type = sales order.

Unfortunately you can’t do this in an opportunity search, however I am adding a transaction join to opportunity search for version 2010.1, so you will be able to access the transactions linked to that opportunity in search.

Thanks,

-e

[nbrog]

RE: Opportunities — add actual booked $$ ?

Much appreciated. Will give it a shot!

[mabisoh]

Originally posted by evan_goldberg

You can do this on a transaction search filtered to opportunities, use applying transaction : total and filter to applying link type=opportunity and applying transaction : type = sales order.

Unfortunately you can’t do this in an opportunity search, however I am adding a transaction join to opportunity search for version 2010.1, so you will be able to access the transactions linked to that opportunity in search.

Thanks,

-e

Evan:

Can you be a little more specific. I dont quite understand what you have here as criteria vs filter vs result. This is what I am looking for but I am confused.

[evan_goldberg]

RE: Opportunities — add actual booked $$ ?

The first one is a result field and the second two are criteria.

Thanks,

-e

[mabisoh]

Evan, thank you. That worked but I have one more issue. If an opportunity is processed more than once (estimate linked to an opportunity converted to sales order more than once), the “opportunity won” can be counted over and over. Any way to reduce the search to first time “opportunity won” only? Thanks Evan.

[evan_goldberg]

RE: Opportunities — add actual booked $$ ?

I need a little bit more information about how your search is set up and which result values are incorrect.

Thanks,

-e

[mabisoh]

RE: Opportunities — add actual booked $$ ?

Evan:

Screen shots with notations are in the pdf below. Thank you for your help.

Matt

https://system.netsuite.com/core/med…f2cfe&_xt=.pdf

[evan_goldberg]

RE: Opportunities — add actual booked $$ ?

Try my suggestion fromt he other thread assuming the subsequent sales are always on a different date.

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