Version: eXtendOrders 2.0.0 and above
Audience: User

Overview

The Transform Order feature in eXtendOrders allows users to convert an Estimate (Quote) into a Sales Order while properly setting PO Vendor and PO Rate details, and copying Order Imprint Configuration (OIC) records.

Usage

The Transform Order feature is accessed via a custom button on the Estimate (Quote) record.

Accessing the Transform Order Button

  1. Navigate to the desired Estimate (Quote) record.
  2. Locate the "Transform Order" button on the record.

  3. If the button is not visible, contact your NetSuite Administrator to enable the feature.

Transforming an Order

  1. Click the "Transform Order" button on the Estimate record.

  2. The system will create a new Sales Order with the following actions:

    • Set purchase order-related details based on OIC information
    • Copy OIC records from the Estimate to the Sales Order
    • Set the new order status to "Pending Approval"

Frequently Asked Questions (FAQs)

Q: Can I use the Transform Order button on any Estimate?
A: Yes, the Transform Order button is not dependent on Estimate (Quote) Status values and can be used on any Estimate record.

Q: Does this feature work for orders without eXtendOrders OIC lines?
A: Yes, the Transform Order button can also be used for orders that do not contain eXtendOrders OIC lines.

Q: How do I enable the Transform Order button if it's not visible?
A: Contact your NetSuite Administrator to configure the eXtendOrders setting: SHOW TRANSFORM ORDER BUTTON ON QUOTE/ESTIMATE.