Is it better to make Quotes into Sales orders than...
# ask-stanley-ai
a
Is it better to make Quotes into Sales orders than having a workflow
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that the decision to use workflows or direct transformation from Quotes to Sales Orders depends on the specific business requirements and processes. In the first conversation, the user wanted to create a workflow that transforms an Estimate to a Sales Order. This was due to an external approval process. However, they later found that this functionality is native in NetSuite, which means that a workflow might not be necessary for this specific case. In the second conversation, the user had a custom business process where they create an Invoice before fulfilling the order. The response suggested that while it might be possible to create a button to transform the Sales Order to Item Fulfillment, it might not be possible with a workflow, especially considering the quantity match requirement. This suggests that in some cases, direct transformation might be more suitable than using workflows. In the third conversation, the user wanted to have different return emails for web purchases and sales team transactions. The responses suggested that for performance purposes, it might be cleaner to have a script written for this, but a workflow could also suffice, depending on how the orders are coming in and if there's a clean way to tell the orders apart. In conclusion, whether it's better to make Quotes into Sales Orders or use a workflow depends on the specific business requirements and processes. It's important to evaluate the needs and constraints of each case to make the best decision. ****** 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: 0.840515196
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835754454
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833496094
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