Is it possible to configure NetSuite so that it do...
# ask-stanley-ai
a
Is it possible to configure NetSuite so that it does not change a Prospect into a Customer when a Sales Order is created for the Prospect?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that NetSuite automatically changes a Prospect to a Customer when a Sales Order is created for the Prospect. However, there are a few workarounds to prevent this from happening: 1. User Role Restrictions: You can create a workflow with the Return User Error action for specific user roles. This would prevent certain users from converting a Prospect to a Customer. However, this method has a limitation. If another user with the necessary permissions creates a Sales Order against that Prospect, the Prospect will still be converted to a Customer. 2. Estimates Instead of Sales Orders: Another approach is to have users enter Estimates instead of Sales Orders for Prospects. Estimates do not convert Prospects to Customers. 3. Approval Process: You could implement an approval process for newly converted Customers. This would add an extra layer of review before a Prospect is officially converted to a Customer. 4. Custom Checkbox Field: You could create a custom checkbox field on the client form. This field would change its value depending on whether certain other fields have values. If the checkbox is true, then a Sales Order can be created. If it is false, then when you select the Prospect in the Sales Order, it will show an alert message, saying that you can't create a Sales Order for that Prospect. This message would appear every time you try to save the Sales Order. This method would be automatic and wouldn't require specifying roles or users. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829446077
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82863605
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82132113
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