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Canadian NetSuite User Group

148 members • Free

2 contributions to Canadian NetSuite User Group
Pipeline "Roll" Report
Has anyone put together a report that helps detail how/why the sales pipeline "moves" from month to month? Things like creating new Opportunities/Quotes/Sales Orders. So far I haven't had any success due to the fact the dollar value of Opps/Quotes can change over time, and pulling from the System Notes is clunky at best.
0 likes • Mar 23
"Moves" based on things like new Opps being added to the pipeline, Sales Orders being entered closing off Quotes. Also things like the dollar value of a Quote being changed as we negotiate with the customer.
ISO Canadian Company with Mexico Subsidiary
Hi everyone! I'm wondering if any other companies in this user group operate in Mexico as well as Canada. We often struggle with maximizing NetSuite functionality in Mexico and have not yet localized the platform due to some outstanding questions we haven't been able to get good answers for. Hoping to bounce some ideas and collaborate with another company in a similar position to us. Thanks!
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Josh Barron
1
4points to level up
@josh-barron-2439
IT/ERP Manager for Vista Solutions Inc

Active 2d ago
Joined Jun 2, 2025
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