A NetSuite client found that their estimates were being created with the status set to "Processed"even when there were no related transactions. Here's what was causing the issue, and how Versich fixed it!
In NetSuite, estimate statuses represent the current phase of a company's relationship with a customer for a given quote. One of our clients had a workflow where employees filtered estimates based on status to identify which were ready to convert into sales orders.
Suddenly, estimates started being created with the "Processed" status by default - even when there were no related sales orders. This caused them to fall off the filtered lists that employees relied on. What Was Causing the Estimates to be set to 'Processed Automatically'?
There are several ways an estimate in NetSuite can be marked as "Processed":
A sales order is linked to the estimate (seen under the *Related Records* tab).
The estimate has a probability set to 100%. Each estimate status correlates with a probability percentage. You can view and manage these under *Setup > Sales > Customer Statuses*.
The estimate is created from an opportunity that has a 100% probability. Even if the estimate's probability isn’t updated to 100%, the status may still show as "Processed" to reflect the parent opportunity's status.
This behavior helps NetSuite users track and manage multiple versions of estimates tied to a single customer opportunity, while showing the overall relationship status. How Versich Resolved This Estimate Status Issue
For this client, estimates were being built for repeat projects using the same original opportunity record. Since NetSuite links new estimates back to the originating opportunity - and this opportunity was already marked "Closed Won" - the new estimates automatically inherited the "Processed" status.
There are two options to address this:
1. Copy the existing estimate: This avoids linking back to the closed opportunity, preventing the status from defaulting to "Processed." *Note:* The new estimate will not be linked to any opportunity at all.
2. Duplicate the opportunity: Make a copy of the "Closed Won" opportunity and adjust its status before creating new estimates. Once the new estimate is created from this copied opportunity, update the statuses at an appropriate future point. Still Need Help?
If you're running into trouble with this process, let us know! We keep our articles up to date and often make improvements based on user feedback. It's possible that an additional field setup or feature enablement could be impacting your experience. Oracle NetSuite Alliance Partner
Whether you're looking for general SuiteCommerce advice or a full NetSuite implementation partner, Versich is here to help. We're equipped to take on projects of any size and complexity. Let’s talk today!
