Estimate

Internal ID: estimate

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
althandlingcost currency false Handling Cost false The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Shipping Items and select the shipping method with the handling cost you want to change.
altsalestotal currency false Total (Alt. Sales) false The alternate sales amount total is shown here.
altshippingcost currency false Shipping Cost false The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Accounting > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.
balance currency false Balance false
billaddress address false Bill To false The default billing address autofills this field from the customer's record at Lists > Relationships > Customers. To enter a different address: * Select another address in the Bill To Select field. * Select New in the Bill To Select field to enter a new billing address.
billaddresslist select false Bill To Select false Select the appropriate billing address for this transaction. Select New to enter a new billing address.
billingaddress summary false false
billingschedule select false Billing Schedule false Choose the billing schedule you want to associate with this transaction. When you select a billing schedule, all items on the order are billed according to the billing schedule. Click New to enter a new billing schedule. When you create a new billing schedule on-the-fly, it can be identified as Public or Private. Private billing schedules show only in the transaction it is created from. If you create a private billing schedule from an estimate, that schedule is attached to items on the resulting sales order. Go to Lists > Accounting > Billing Schedules for details about existing billing schedules.
billisresidential text false Shipping address is residential false
canhavestackable checkbox false Can have Stackable Promotions false
class select false Class false If you wish, select the class that applies to this estimate. Click New to set up a new class. Go to Setup > Company > Classes for details about existing classes.
consolidatebalance currency false Consolidated Balance false
couponcode select false Coupon Code false If you are applying a single-use coupon to this transaction, enter that coupon code here. If you are applying a multiple-use coupon to this transaction, select the promotion in the Promotion field, and the coupon code is shown here.
createddate datetime false false
createdfrom select false Created From false
currency select false Currency true If you do not use the Multi-Currency Customers feature, the currency of the customer you are creating this transaction for is shown here. If you use the Multi-Currency Customers feature, select the transaction currency you want to create this transaction in. This customer's primary currency is selected by default. If you have already selected items on this transaction, selecting a new currency refreshes them to show the price in the new currency (except for items you entered custom prices for) and recalculates tax and gross profit.
currencyname text false Currency false This customer's currency is shown in this field. All currency amounts on this transaction are shown in this currency.
currencysymbol text false Currency Symbol false
customform select false Custom Form true Select the customized estimate form to use.
department select false Department false If you like, select a department. Click New to enter a new department. Go to Setup > Company > Departments for details about existing departments.
discountitem select false Discount false You can select a discount for this estimate. NetSuite fills the Rate and Discount Total fields based on the discount you choose. Leave this field blank if you do not want to apply a discount to this transaction. To create new discount items, go to Lists > Accounting > Items > New. On the New Item page, click Discount.
discountrate rate false Rate false NetSuite enters the rate for the discount item you selected. You can change the discount rate for this cash refund. Enter the discount as a dollar amount like 10.00, or as a percentage like 10%.
discounttotal currency false Discount false NetSuite enters the amount discounted on this estimate. If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes.
duedate date false Expires false Type or pick a date this estimate expires.
email emails true false
enddate date false End Date false Enter or pick the end date for this estimate.
entity select false Customer true Select the customer for this estimate. If you are using jobs, select the appropriate job rather than the master customer account. Click New to set up a new customer.
entitynexus select false Nexus false
entitystatus select false Status true Accept or change the status of this estimate. What appears in the Probability field is based on the status selected. If this estimate is for a prospect, the prospect's record is updated with what is entered here. To change the default status of estimates, go to Setup > Sales > Sales Preferences and select a new status in the Prospect Status field.
entitytaxregnum select Tax Reg. Number false Select the entity's tax registration number associated with this estimate.
estgrossprofit currency false Est. Gross Profit false Estimated Gross Profit: Read-only field that equals the revenue amount minus the Est. Cost. At the transaction level, it equals the gross profit of all lines, factoring transaction-level discounts and markups.
estgrossprofitpercent percent false Est. Gross Profit Percent false Estimated Gross Profit Margin, as a percentage: Read-only field that equals the Est. Gross Profit divided by revenue, expressed as a percentage. At the transaction level, it equals the gross profit percent of all lines, factoring transaction-level discounts and markups.
exchangerate currency2 false Exchange Rate true The currency's exchange rate is shown in this field. You can edit the exchange rate for this transaction only, or you can update the currency record with the exchange rate you enter here.
expectedclosedate date true Exp. Close true Enter the date you expect this estimate to close.
externalid text false ExternalId false
fob text false FOB false Enter the location where the customers technically acquire ownership. For example, if your customers own goods as soon as they ship and pay the shipping costs from your location to theirs, you might enter Our warehouse.
forecasttype select false Forecast Type false Choose which forecast category this estimate belongs in. If you do not want this estimate to appear in forecasts, select Omitted.
handlingcost currency false Handling Cost false The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Accounting > Shipping Items and select the shipping method with the handling cost you want to change.
handlingtax1rate text false Tax Rate false The tax rate for this handling shipping item is shown here.
handlingtaxcode select false Handling Tax Code false Select the tax code for this handling shipping item.
includeinforecasthigh text false false
includeinforecastlow text false false
isbasecurrency checkbox false Base Currency false
ismultishipto checkbox false Enable Item Line Shipping false Check this box if the transaction has multiple shipping routes so NetSuite can calculate the correct amounts for each line item.
istaxable checkbox false Taxable false Place a check mark in this box if the order you are quoting will be taxable.
job select false Project false Select the project this estimate is associated with.
lastmodifieddate datetime false false
leadsource select false Lead Source false The lead source for this transaction is shown here. You can choose a different lead source for this transaction. The default lead source is determined by the Default Lead Source on Sales Transactions preference at Setup > Marketing > Marketing Preferences
linkedtrackingnumbers text false Tracking # false
location select false Location false Choose the location you want to associate with this transaction. Select New to enter a new location record. Go to Setup > Company > Locations for details about existing location records.
memo text true Memo false If you wish, enter a memo to describe this estimate. It will appear on reports such as the 2-line Estimates register that your customers can see if you give them permission to log in and view their transaction history.
message textarea false Customer Message false The text of the customer message you select in the Select Message field appears here. You can edit the message or enter a new customer message for only this transaction.
messagesel select false Select Message false Select a customer message to appear on this form. For example, you may add "Thank you for your business!" Choose from the list of existing customer messages stored at Setup > Accounting > Accounting Lists. The text of the selected message appears in the Customer Message field. In this field, you can optionally edit the message or enter a new customer message for only this transaction. To add messages to appear in the Select Message field, go to Setup > Accounting > Accounting Lists > New, and click Customer Message.
muccpromocodeinstance text false Promo Code false
nexus select false Nexus false This field shows the nexus of the transaction. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different nexus in the dropdown list, the corresponding tax registration number is automatically selected in the Subsidiary Tax Reg. Number field.
onetime currency2 false One Time false
opportunity select false Opportunity false If you are entering this transaction for an opportunity, select the opportunity. You can create opportunity records at Transactions > Sales > Create Opportunities.
otherrefnum text false PO # false If a purchase order number applies to this estimate, enter it here.
partner select true Partner false The partner associated with this customer appears in this field. You can choose a different partner to associate with this transaction.
probability percent false Probability true Accept or change the probability that this estimate will be converted to a sale. The Probability field shows the probability of the status selected. If this estimate is for a prospect, the prospect's record is updated with what is entered here. To change the default probability of a status, go to Setup > Sales > Customer Statuses, and click the status you want to change.
promocode select false Promotion false If you want to apply a multiple-use coupon code to this transaction, select the promotion here. If you want to apply a single-use coupon code, enter the code in the Coupon Code field. The promotion for that coupon code is shown here. Customers associated with a partner can only use coupon codes from that partner's promotions. If you select a promotion associated with a partner, this transaction is attributed to that partner for reporting purposes. You can choose to have a promotion selected by default at Setup > Marketing > Marketing Preferences in the Default Promotion Code on Sales Transactions field. Create new promotion codes at Lists > Marketing > Promotions > New.
promocodepluginimpl text false Promo Code false
recurannually currency2 false Annually false
recurmonthly currency2 false Monthly false
recurquarterly currency2 false Quarterly false
recurweekly currency2 false Weekly false
returntrackingnumbers text false Return Tracking # false
salesgroup select false Choose Team false Select a sales team to associate with this transaction. To create a sales team, go to Lists > Relationships > New > Select Sales Team Members.
salesrep select true Sales Rep false NetSuite inserts the sales representative associated with this company on the customer record at Lists > Customers. If a different sales rep is assigned to this transaction, select that sales rep here. To add additional sales reps to this list, go to Lists > New Employee.
shipaddress address false Ship To false The default shipping address autofills this field from the customer's record at Lists > Customers. To enter a different address: * Select another address in the Ship To Select field. * Select New in the Ship To Select field to enter a new billing address.
shipaddresslist select false Ship To Select false Select the appropriate shipping address for this transaction. Select New to enter a new shipping address.
shipdate date false Ship Date false Enter, pick or accept the date you expect to ship items ordered.
shipisresidential text false Shipping address is residential false
shipmethod select false Ship Via false Select a shipping method for this estimate. If you automatically charge for shipping, the shipping amount is entered in the shipping costs field. To automatically charge for shipping, go to Setup > Accounting > Shipping, and check the Charge for Shipping box. Click Submit. You must also set up the charge details of your shipping items. To add or edit shipping items, go to Lists > Shipping Item.
shipoverride text false false
shippingaddress summary false false
shippingcost currency false Shipping Cost false The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field. If this field reads ReCalc, click the Recalculate Shipping button to receive a shipping cost. If you use UPS Real-Time rates and a package is over 150lbs, the package is charged as multiple packages equal to or less than 150lbs.
shippingcostoverridden text false Shipping Cost Overridden false
shippingtax1rate text false Tax Rate false The tax rate for this shipping item tax code is show here.
shippingtaxcode select false Shipping Tax Code false Select the tax code to apply to this shipping item.
source text false Source false
startdate date false Start Date false If there is an expected closing date for this estimate, accept today's date or enter a new date here.
status text false false
statusref text false false
subsidiary select false Subsidiary false This field displays the subsidiary associated with this transaction.
subsidiarytaxregnum select Tax Reg. Number false This field shows the tax registration number of the transaction nexus. NetSuite automatically populates this field based on the nexus lookup logic. You can override the transaction nexus and tax registration number that NetSuite automatically selects by checking the Nexus Override box. When you select a different tax registration number in the dropdown list, the corresponding nexus is automatically selected in the Nexus field.
subtotal currency false Subtotal false This field shows the total of the items on this sales order. This is the total before any discounts, shipping cost, handling cost or tax is added to the order.
syncpartnerteams checkbox false Update Customer false Check this box if you want to update the partner team on the customer record with changes you make here.
syncsalesteams checkbox false Update Customer false Check this box if you want to update the sales team on the customer's record with changes you make here.
taxdetailsoverride checkbox Tax Details Override false Check this box to override the tax information on the Tax Details subtab of the transaction. Only roles with at least the Edit level of the Tax Details Tab permission can override the tax details.
taxpointdate date false Tax Point Date false
taxpointdateoverride checkbox false Override false
taxregoverride checkbox Tax Registration Override false Check this box to override the values in the Nexus and Subsidiary Tax Reg. Number fields. Only roles with at least the Edit level of the Tax Details Tab permission can override the values that NetSuite automatically selects in these fields.
taxtotal currency false Tax Total false NetSuite multiplies the tax rate by the taxable total of line items and enters it here.
terms select false Terms false Select discount terms. If this estimate is later turned into a sale, the terms set here autofill on the sales form.
title text true Title false Enter a title for this estimate. The estimate title text appears on lists, shows in search and reporting results, and shows on the Estimates subtab of records it is associated with. When an estimate is converted from an opportunity, the title from the opportunity defaults into the title field on the estimate. If there is already an estimate against the opportunity, then the second estimate has a number following the title. For example, if the first estimate title is “Project Estimate”, then the second estimate title is “Project Estimate1”. For each subsequent estimate created against that opportunity, the number in the title increases by 1 to help distinguish between multiple estimates associated to a single opportunity. The estimate title field is also available for customization, direct list editing, and mass updates.
tobeemailed checkbox false To Be E-mailed false Check this box if you want to email this estimate. Then enter the email address in the space to the right of the check box. You can enter multiple email addresses by separating them with semicolons. It is important to separate the addresses with only semicolons, and do not include any spaces.
tobefaxed checkbox false To Be Faxed false Check this box if you want to fax this estimate. Enter the fax number in the space to the right of the check box if it doesn't already appear. To fax NetSuite forms, an administrator must first set up fax service at Setup > Company > Printing, Fax and Email Preferences.
tobeprinted checkbox true To Be Printed false Check this box if you wish to save this in a queue of estimates to print. Otherwise, you can click Print below to submit and print this estimate at once.
total currency false Total false NetSuite computes the total of line items and tax and then enters it here.
totalcostestimate currency false Est. Extended Cost false Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost.
trackingnumbers text false Additional Tracking # false Enter the shipment tracking number from the shipping company. If a tracking number is entered in the exact format used by UPS or FedEx and the transaction is saved, the tracking number will show on the transaction as a link to the UPS or FedEx website. You can click the link to check the status of the shipment.
trandate date false Date true NetSuite inserts today's date for the posting date of this estimate. You can type or pick another date. What you enter here determines the date range in which this transaction appears on the estimate registers. You can select or enter custom date ranges on registers.
tranid text false Estimate # false NetSuite increases the largest estimate number by one. If you wish, you can type another number. The next estimate number will revert to the standard pattern.
unbilledorders currency false Unbilled Orders false
visibletocustomer checkbox true Available In Customer false Check the Available in Customer Center box to make this estimate available to customers in the Customer Center. Clear this box to leave this estimate off the list of estimates available to customers in the Customer Center. This field is checked by default.

Sublists

accountingbookdetail - Accounting Books

Internal ID Type Label Required Help
accountingbook select Secondary Book false
exchangerate currency2 Exchange Rate true

item - Items

Internal ID Type Label Required Help
altsalesamt currency Alt. Sales false
amount currency Amount false
billvariancestatus text false
catchupperiod select false
chargetype select Charge Type false
costestimate currency Est. Extended Cost false
costestimaterate rate false
costestimatetype select Cost Estimate Type false
daysbeforeexpiration text false
deferrevrec checkbox false
description textarea Description false
excludefromraterequest checkbox Exclude Item from Rate Request false
expectedshipdate date Expected Ship Date false
fromjob checkbox Project Item false
id text false
inventorydetail summary Inventory Detail false
isestimate checkbox Billable Estimate false
istaxable checkbox Tax false Place a check mark in this box if the order you are quoting will be taxable.
isvsoebundle text false
item select Item true
itemsubtype text false
itemtype text false
job select Job false
line text false
linenumber integer false
matrixtype text false
options namevaluelist Options false
price select Price Level false
printitems text false
quantity float Quantity false
quantityavailable float false
rate rate Rate false
rateschedule text false
shipaddress select Ship To false
shipcarrier select Shipping Carrier false
shipmethod select Ship Via false
subscription select Subscription false
taxcode select Tax Code true
taxrate1 percent Tax Rate false
units select Units false

partners - Partners

Internal ID Type Label Required Help
contribution percent Contribution % true
id text false
isprimary checkbox Primary false
partner select Partner true
partnerrole select Partner Role false
transaction text false

promotions - Promotions

Internal ID Type Label Required Help
cannotbecombined text false
couponcode select Coupon Code true
discount select Discount Item false
discountrate rate Rate false
muccpromocodeinstance text Promo Code false
promocode select Promotion true
purchasediscount currency Purchase Discount false
shippingdiscount rtext Shipping Discount false

salesteam - Sales Team

Internal ID Type Label Required Help
contribution percent Contribution % true
employee select Employee true
id text false
isprimary checkbox Primary false
issalesrep text false
salesrole select Sales Role true
transaction text false

shipgroup - Shipment

Internal ID Type Label Required Help
destinationaddress text Ship To false
handlingrate currency Handling Rate false
id integer false
shippingcarrier text false
shippingmethod text Ship Via false
shippingrate currency Shipping Rate false
sourceaddress text Ship From false
weight float false

taxdetails - Tax Detail

Internal ID Type Label Required Help
calcdetail textarea Details false
linename text Name false
linetype text Line type false
netamount currency Net Amount false
taxamount currency Tax Amount true
taxbasis currency Tax Basis true
taxcode select Tax Code true
taxdetailsreference text Tax Details Reference false
taxrate percent Tax Rate true
transaction select Transaction false

Tabs

Name Label
address Address
custom Custom
history History
items Items
multipartner Partners
output Messages
shipping Shipping
teamselling Sales Team
workflow Workflow

Search Data

Transaction

Transform Types

Target Record Type Field Defaults
cashsale customform,billdate
invoice customform,billdate
salesorder customform