The Vested Group is dedicated to delivering tailored solutions that meet the unique needs of NetSuite users. Our in-house NetSuite Related Records solution lets you easily find all quote-to-cash related records.
We've built our related records solution so you can easily see and engage with various orders in a chain of transactions. Here's how our solution works.
Finding related records can be a lot of work. You need to scroll down a NetSuite page to the related records tab, click on the tab and then hunt for a specific record by scrolling through all the related records. Our in-house development team has created a solution to side-step this tedious process. Our solution shows all related records in NetSuite on a single page — even if a transaction has a one-to-many relationship.
Related Records showcases multiple buttons on a NetSuite page, including a:
When you hover over these buttons, you can view crucial information about all related records. For example, when you hover over the sales button, you can see the order number, the order date and the order status of each record. Customize these data points to display the information you want to see.
Our solution visualizes this important information chronologically. Easily view a chain of transactions — from quotes all the way to payment collections.
Swiftly navigate to a specific transaction by simply clicking on the order number. If you've clicked on a sales order number, for example, the color of the sales button will change — allowing you to keep track of where you find yourself in a chain of transactions.
The key features of our NetSuite Related Records solution include:
Streamline your search for a related record through our powerful visualization of NetSuite saved search related records. With crucial information at your fingertips, you can easily follow a chain of transactions, allowing you better control over data.
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Plano, TX 75074
USA
872-326-9361
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