Is there a way via workflow (not scripting) that I can incorporate in the sales order approval workflow template that stops the automatic transition of a prospect to customer when a sales order is pending approval.
j
Joseph Lovelace
10/27/2025, 7:26 PM
Hello.
In standard NetSuite, the conversion from Prospect to Customer is a system-controlled process that triggers as soon as a transaction (like a Sales Order or Invoice) is created against the Prospect record. Unfortunately, this behavior cannot be stopped or delayed through workflow*,* since the status change occurs at the platform level before any workflow actions run.
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l
LaToy Sawyer
10/27/2025, 7:30 PM
Ok, thanks...that makes sense.
j
Joseph Lovelace
10/27/2025, 7:31 PM
You're welcome
t
Tahir Mustafa
10/27/2025, 8:03 PM
You can create a scheduled workflow that triggers on the customer status and changes it back to Prospect if there is an SO in pending approval status.