Related Records
See all your quote to cash transactions in one, easy to see visualization. Our visualization groups transactions by type and displays them chronologically. Quickly customize the visual to show the information that's pertinent to you. Allows for easy single click operation to access the related record. No need to create custom searches or reports to find a related record.
Screenshots
Overview
See Related Orer to Cash Flow Records
Our Related Records solution enhances your NetSuite experience by providing a comprehensive view of all order to cash flow records (Quote, sales Order, Item Fulfillment, and Invoice). Related Records identifies and displays every related record both upstream and downstream within the Order to Cash flow process.
Key Benefits
The Key Benefits of this solution are:
- Gain Complete Visibility: Instantly see how records within the order to cash process are connected, providing a clearer picture of your order to cash process.
- Streamline Data Management: Quickly navigate between related records without losing context, saving time and reducing errors.
Save Time
Related Records helps you easily identify all the order to cash records related to the transaction you're viewing, thus saving you time when you have to navigate between them.
Features
Easily see one to many related record transactions.
We've designed the related records solution to easily show you all quote to cash transactions, even those with the most complex one to many relationships. Our visualization aids you in seeing all these transactions exactly as they flow through the quote to cash process.
Go from end transaction to first transaction in a single click.
Our visualization easily shows you all related quote to cash transactions, meaning you can start from the final transaction and in a single click go directly to the very first originating transaction, without having to navigate through tabs or additional windows.
Customizable data columns.
Our solution allows you to customize the data columns visible to you on the record view, meaning you can bring in the information that's most pertinent to you and your users.
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Related Records
