Opportunity

Internal ID: opportunity

Supports Custom Fields

Fields

Internal ID	Type	nlapiSubmitField	Label	Required	Help
actionitem	text	true	Action Item	false	Record the next step in the negotiation process.
altsalesrangehigh	currency	false	To	false	Enter the range of alternate sales amounts this deal might be worth. The low amount entered must be lower than or equal to the projected amount in the Alt. Sales Total field. This amount is the Worst Case projected total. The high amount must be greater than or equal to the Alt. Sales Total amount. This amount is the Upside projected total.
altsalesrangelow	currency	false	Range	false	Enter the range of alternate sales amounts this deal might be worth. The low amount entered must be lower than or equal to the projected amount in the Alt. Sales Total field. This amount is the Worst Case projected total. The high amount must be greater than or equal to the Alt. Sales Total amount. This amount is the Upside projected total.
altsalestotal	text	false	Total (Alt. Sales Amount)	false
balance	currency	false	Balance	false
billaddress	address	false	Bill To	false
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
billisresidential	text	false	Shipping address is residential	false
buyingreason	select	true	Buying Reason	false	Choose the prospect or customer's reason for buying from your company. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
buyingtimeframe	select	true	Buying Time Frame	false	Select the time frame for the prospect or customer to purchase. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
class	select	false	Class	false	If this opportunity is associated with a class, select that class. Select New to create a new class.
consolidatebalance	currency	false	Consolidated Balance	false
createddate	datetime	false		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 company's currency shows in this field.
currencysymbol	text	false	Currency Symbol	false
customform	select	false	Custom Form	true	If you use a custom transaction form for opportunities, select the form. To create a new custom form, select New.
department	select	false	Department	false	If this opportunity is associated with a department, select that department. Select New to create a new department. Go to <_TABNAME=LIST_DEPARTMENT_> > <_TASKCATEGORY=LIST_DEPARTMENT_> > Departments for information on existing departments.
documentstatus	text	false		false
entity	select	false	Company	true	Select the company you are creating the opportunity for. Select New to create a new company record.
entitynexus	select	false	Nexus	false
entitystatus	select	true	Status	true	Select the status of this opportunity. Once this opportunity has a transaction other than a sales order or estimate associated with it, the status becomes Closed Won. If there are estimates or sales orders associated with the opportunity, the status of the opportunity is updated to match the transaction's status.
entitytaxregnum	select		Tax Reg. Number	false
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.
estimatedbudget	currency	true	Estimated Budget	false	Enter the estimated budget the prospect or customer has for this opportunity.
exchangerate	currency2	false	Exchange Rate	true	The current exchange rate for this currency shows in this field. You can change this exchange rate for this transaction
expectedclosedate	date	true	Expected Close	true	Enter the date you think this opportunity will close.
externalid	text	false	ExternalId	false
forecasttype	select	true	Forecast Type	false	Select the forecast category you want this opportunity to appear in. If you do not want this opportunity to appear in the forecast, select Omitted.
isbasecurrency	checkbox	false	Base Currency	false
isbudgetapproved	checkbox	true	Budget Approved	false	Check this box if the budget for this opportunity has been approved by the prospect or customer.
job	select	false	Project	false	Select the project associated with this opportunity.
lastmodifieddate	datetime	false		false
leadsource	select	false	Lead Source	false	Select a lead source for this company. If you use marketing automation, you can choose from a list of marketing campaigns. If you do not use marketing automation, you can create lead sources at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists > New.
location	select	false	Location	false	Select the location associated with this opportunity. Select New to create a new location record.
memo	textarea	false	Details	false	Enter additional information about the opportunity.
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
partner	select	true	Partner	false	Select the partner that is associated with this opportunity. Select New to create a new partner record.
probability	percent	true	Probability	true	Enter the probability that this opportunity will be won. If there is an estimate associated with this opportunity, the probability from the estimate is applied to the opportunity.
projaltsalesamt	currency	true	Alt. Sales Total	false	This field shows the projected alternate sales amount of the opportunity based on the items selected on the opportunity and the estimates associated with the opportunity.
projectedtotal	currency	true	Projected Total	true	This field shows the projected value of the opportunity based on the items selected on the opportunity and the estimates associated with the opportunity.
rangehigh	currency	true	To	false	Enter the range of amounts this deal might be worth. The low amount entered must be lower than or equal to the projected amount in the Projected Total field. This amount is the Worst Case projected total. The high amount must be greater than or equal to the Projected Total amount. This amount is the Upside projected total.
rangelow	currency	true	Range	false	Enter the range of amounts this deal might be worth. The low amount entered must be lower than or equal to the projected amount in the Projected Total field. This amount is the Worst Case projected total. The high amount must be greater than or equal to the Projected Total amount. This amount is the Upside projected total.
recurannually	currency2	false	Annually	false
recurmonthly	currency2	false	Monthly	false
recurquarterly	currency2	false	Quarterly	false
recurweekly	currency2	false	Weekly	false
salesgroup	select	false	Choose Team	false	Select a sales team to associate with this transaction. To create a sales team, go to Setup > Sales Teams > New.
salesreadiness	select	true	Sales Readiness	false	Choose how close the prospect or customer is to purchasing. You can create additional options for this field at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists.
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
shipaddresslist	select	false	Ship To Select	false	Select the appropriate shipping address for this transaction. Select New to enter a new shipping address.
shipisresidential	text	false	Shipping address is residential	false
shipoverride	text	false		false
shippingaddress	summary	false		false
source	text	false	Source	false
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.
syncpartnerteams	checkbox	false	Update Customer	false	Check this box if you want to update the partner team on the customer record with the changes you make here.
syncsalesteams	checkbox	false	Update Customer	false	Check this box if you want to update the sales team on the customer record with the 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.
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.
title	text	true	Title	false	Enter a title for this opportunity. This title appears on lists, reports and on the Opportunities subtab of the record it is associated with.
total	text	false		false
totalcostestimate	currency	false	Est. Extended Cost	false	Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost.
trandate	date	false	Date Created	true	NetSuite enters the date the opportunity record is created. You can change this date.
tranid	text	false	Opportunity #	false	NetSuite assigns a number to identify this transaction. You can change this number.
unbilledorders	currency	false	Unbilled Orders	false
weightedtotal	currency	false	Weighted Total	false	If there are no transactions included in this opportunity or if there is a single transaction, the weighted total for this transaction is the projected total multiplied by the probability of close. If there are multiple transactions associated with this opportunity, the weighted total of the opportunity is the sum of the weighted totals for each transaction. Only estimates marked Include in forecast are included in the weighted total.
winlossreason	select	true	Win/Loss Reason	false	Select the reason you won or lost the deal. You can create new win/loss reasons at <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists > New.

Sublists

accountingbookdetail - Accounting Books

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

competitors - Competitors

Internal ID	Type	Label	Required	Help
competitor	select	Name	true
id	text		false
notes	textarea	Notes	false
url	url	URL	false
winner	checkbox	Winner	false

item - Items

Internal ID	Type	Label	Required	Help
altsalesamt	currency	Alt. Sales Amount	false
amount	currency	Amount	false
billingschedule	text		false
billvariancestatus	text		false
catchupperiod	select		false
class	select	Class	false
costestimate	currency	Est. Extended Cost	false
costestimaterate	rate		false
costestimatetype	select	Cost Estimate Type	false
daysbeforeexpiration	text		false
deferrevrec	checkbox		false
department	select	Department	false
description	textarea	Description	false
expectedshipdate	date	Expected Ship Date	false
fromjob	checkbox	Project Item	false
grossamt	currency	Gross Amt	false
id	text		false
isestimate	checkbox	Billable Estimate	false
istaxable	text		false
isvsoebundle	text		false
item	select	Item	true
itemsubtype	text		false
itemtype	text		false
job	select	Job	false
line	text		false
linenumber	integer		false
location	select	Location	false
matrixtype	text		false
options	namevaluelist	Options	false
price	select	Price Level	false
printitems	text		false
quantity	float	Quantity	false
rate	rate	Rate	false
rateschedule	text		false
subscription	select	Subscription	false
tax1amt	currency	Tax Amt	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

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

taxdetails - Tax Detail

Internal ID	Type	Label	Required	Help
calcdetail	textarea	Details	false
grossamount	currency	Gross Amount	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
general	General
items	Items
multipartner	Partners
qualification	Qualification
teamselling	Sales Team
workflow	Workflow

Search Joins

Join ID	Join Description	Actual Join Name
competitor	Competitor	Competitor
competitorwinner	Competitor (Winner)	Competitor
contact	Contact	Contact
contactprimary	Contact (Primary)	Contact
customer	Customer	Customer
decisionmaker	Decision Maker	Contact
leadsource	Lead Source	Campaign
messages	Messages	Message
originatinglead	Originating Lead	Lead
partner	Partner	Partner
salesrep	Sales Rep	Employee
task	Task	Task

Search Filters

Internal ID	Type	Label
amount	currency	Item Amount
availableoffline	checkbox	Always Available Offline
buyingreason	select	Buying Reason
buyingtimeframe	select	Buying Time Frame
class	select	Class
closedate	date	Actual Close
competitor	select	Competitor
contribution	integer	Contribution %
currency	select	Currency
custtype	select	Customer Category
datecreated	datetime	Date Created
daysopen	integer	Days Open
daystoclose	integer	Days To Close
department	select	Department
entity	select	Prospect/Customer
entitystatus	select	Opportunity Status
estimatedbudget	currency	Estimated Budget
expectedclosedate	date	Expected Close Date
externalid	select	External ID
externalidstring	text	External ID (Text)
forecasttype	select	Forecast Type
foreignprojectedamount	currency	Projected Total (Foreign Currency)
foreignrangehigh	currency	Range - High (Foreign Currency)
foreignrangelow	currency	Range - Low (Foreign Currency)
formuladate	date	Formula (Date)
formulanumeric	float	Formula (Numeric)
formulatext	text	Formula (Text)
fxtrancostestimate	currency	Est. Extended Cost (Transaction) (Foreign Currency)
internalid	select	Internal ID
internalidnumber	integer	Internal ID (Number)
isbudgetapproved	checkbox	Budget Approved
item	multiselect	Item
lastmodifieddate	datetime	Date Last Modified
leadsource	select	Lead Source
location	select	Location
memo	text	Memo
number	integer	Number
partner	select	Partner
partnercontribution	integer	Partner Contribution %
partnerrole	select	Partner Role
partnerteammember	select	Partner Team Member
postingperiod	period	Period
probability	integer	Probability
projaltsalesamt	currency	Projected Alt.Sales Amount
projectedtotal	currency	Projected Amount
rangehigh	currency	Range - High
rangehighalt	currency	Alt.Sales Range - High
rangelow	currency	Range - Low
rangelowalt	currency	Alt.Sales Range - Low
salesreadiness	select	Sales Readiness
salesrep	select	Sales Rep
salesteammember	select	Sales Team Member
salesteamrole	select	Sales Team Role
status	select	Document Status
subsidiary	select	Subsidiary
taxperiod	period	Tax Period
title	text	Title
trancostestimate	currency	Est. Extended Cost (Transaction)
trandate	date	Date
tranestgrossprofit	currency	Est. Gross Profit (Transaction)
tranestgrossprofitpct	percent	Est. Gross Profit Percent (Transaction)
tranfxestgrossprofit	currency	Est. Gross Profit (Transaction) (Foreign Currency)
tranid	text	Number/ID
winlossreason	select	Win/Loss Reason
wonby	select	Won By

Search Columns

Internal ID	Type	Label
actionitem	text	Action Item
availableoffline	checkbox	Always Available Offline
buyingreason	text	Buying Reason
buyingtimeframe	text	Buying Time Frame
class	select	Class
classnohierarchy	select	Class (no hierarchy)
closedate	date	Actual Close
competitor	select	Competitor
contribution	percent	Contribution %
contributionprimary	percent	Primary Sales Rep Contribution %
currency	select	Currency
custtype	text	Customer Category
datecreated	datetime	Date Created
daysopen	integer	Days Open
daystoclose	integer	Days To Close
decisionmaker	select	Decision Maker
department	select	Department
departmentnohierarchy	select	Department (no hierarchy)
documentstatus	select	Document Status
entity	select	Customer
entitystatus	select	Opportunity Status
estimatedbudget	currency	Estimated Budget
expectedclosedate	date	Expected Close
externalid	select	External ID
forecasttype	select	Forecast Type
foreignprojectedamount	currency	Projected Total (Foreign Currency)
foreignrangehigh	currency	Range - High (Foreign Currency)
foreignrangelow	currency	Range - Low (Foreign Currency)
formulacurrency	currency	Formula (Currency)
formuladate	date	Formula (Date)
formuladatetime	datetime	Formula (Date/Time)
formulanumeric	float	Formula (Numeric)
formulapercent	percent	Formula (Percent)
formulatext	text	Formula (Text)
fxtrancostestimate	currency	Est. Extended Cost (Transaction) (Foreign Currency)
internalid	select	Internal ID
isbudgetapproved	checkbox	Budget Approved
lastmodifieddate	datetime	Last Modified
lastviewed	datetime	Last Viewed
leadsource	select	Lead Source
location	select	Location
locationnohierarchy	select	Location (no hierarchy)
memo	text	Memo
partner	select	Partner
partnercontribution	percent	Partner Contribution %
partnerrole	select	Partner Role
partnerteammember	select	Partner Team Member
period	text	Period
probability	percent	Probability
projaltsalesamt	currency	Projected Alt.Sales Total
projectedtotal	currency	Projected Total
rangehigh	currency	Range - High
rangehighalt	currency	Alt.Sales Range - High
rangelow	currency	Range - Low
rangelowalt	currency	Alt.Sales Range - Low
salesreadiness	text	Sales Readiness
salesrep	select	Sales Rep
salesteammember	select	Sales Team Member
salesteamrole	select	Sales Team Role
subsidiary	select	Subsidiary
subsidiarynohierarchy	select	Subsidiary (no hierarchy)
taxperiod	select	Tax Period
title	text	Title
total	currency	Item Amount
trancostestimate	currency	Est. Extended Cost (Transaction)
trandate	date	Date
tranestgrossprofit	currency	Est. Gross Profit (Transaction)
tranestgrossprofitpct	percent	Est. Gross Profit Percent (Transaction)
tranfxestgrossprofit	currency	Est. Gross Profit (Transaction) (Foreign Currency)
tranid	text	Number
weightedtotal	currency	Weighted Total
winlossreason	select	Win/Loss Reason
wonby	select	Won By

Transform Types

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