Opportunity

Opportunities represent negotiations with prospects. You must first enable opportunities in your NetSuite account before you can access this record type. To enable opportunities, go to Setup > Company > Enable Features. On the CRM tab, under Sales, check the Opportunities box.

The opportunity record is defined in the tranSales (sales) XSD.

Supported Operations

The following operations can be used with the opportunity record.

add | addList | attach / detach | delete | deleteList | get | getDeleted | getList | getSavedSearch | getSelectValue | search | update | updateList | upsert | upsertList

Note:

You can also use the asynchronous equivalents of SOAP web services list operations. For information about asynchronous operations, see SOAP Web Services Asynchronous Operations. For more information about request processing, see Synchronous Versus Asynchronous Request Processing.

Field Definitions

The SOAP Schema Browser includes definitions for all body fields, sublist fields, search filters, and search joins available to this record. For details, see the SOAP Schema Browser’s opportunity reference page.

Note:

For information about using the SOAP Schema Browser, see SOAP Schema Browser.

Note:

The balance field is only returned when using advanced search. It is not returned when using the <Record>SearchBasic search object. In advanced search, you must set the bodyFieldsOnly preference to false. The balance field is not returned if the bodyFieldsOnly preference is set to true. For more information, see bodyFieldsOnly.

Usage Notes

For details about working with opportunities in NetSuite, see Opportunity Records.

Associating Transactions with Opportunities

You can associate estimates, cash sales, sales orders, and invoices with opportunities. After a transaction other than an estimate is associated with an opportunity, the opportunity's status is automatically set to Closed Won. After an opportunity's status is set to Closed Won, it is no longer available to be selected on other cash sale, sales order, or invoice records.

Projected Total, Range High and Range Low Fields

When working with opportunity records in the UI, the range low, range high and projected total values must comply with the following rules:

In the UI, these values are calculated but can be overridden by the user. The calculated values are determined by relationships between the summation of amounts of entries in the itemList, projectedTotal values, and range low / range high values. When any of the values are overridden by the user, client side validation ensures that the fields are set correctly according to the above rules and automatically recalculates where appropriate.

To maintain proper rangeHigh, rangeLow and projectedTotal relationships when using SOAP web services, the behavior is as follows:

If Advanced Forecasting is Off

On Add

On update

If Advanced Forecasting is On

On Add

On Update

Working with Opportunity Sublists

The SOAP Schema Browser includes all sublists associated with the opportunity record. See the following information for usage notes regarding specific Opportunity sublists. Usage notes are not provided for every sublist type.

OpportunityItemList

In an opportunity, a list of items can be added, modified or deleted in the items sublist. However, each item listed in the item sublist is not a keyed entry — the list is an array of items. Therefore, to modify the contents of the items sublist for a particular opportunity record, follow these guidelines:

Important:

If you are using a customForm that has location, department and class customized at the item level, you can NOT set these fields at the body level.

OpportunitySalesTeam

This list is only available when the Team Selling feature is enabled.

Related Topics

General Notices