Ron
02/05/2025, 4:06 PMCeligo AI
02/05/2025, 4:06 PMAI generated answer (using internal Slack threads):In NetSuite, the status of a Lead or Prospect is automatically changed to Customer when a Sales Order is created for them. However, if you want to control this process, there are a few options: 1. Prevent Sales Order Creation: You can restrict certain users from creating Sales Orders for Leads or Prospects. This way, they can only create Estimates, and the status won't be converted to Customer. 2. Approval Process: Implement an approval process for newly converted Customers. This way, the status change from Lead/Prospect to Customer would need to be approved by a specific user or role. 3. Use of Workflows: You can create a workflow that controls the status change based on certain conditions or triggers. For example, you can have different workflows for different departments or sales cycles. 4. Display a Warning Message: When a user tries to create a Sales Order for a Prospect, display a warning message. This can be done using a Client Script or User Event Script. Remember, these are just options and the actual implementation would depend on your specific business requirements and NetSuite setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/05/2025, 4:06 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819373548
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810621
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806442261
Celigo AI
02/05/2025, 4:06 PM