Is there any way to prevent changes to Opportuniti...
# ask-stanley-ai
a
Is there any way to prevent changes to Opportunities from triggering Prospects to update?
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that the automatic transition of a Prospect to a Customer in NetSuite is a system-controlled process that triggers as soon as a transaction (like a Sales Order or Invoice) is created against the Prospect record. This behavior cannot be stopped or delayed through workflow, as the status change occurs at the platform level before any workflow actions run. However, there are a few workarounds that you could consider: 1. You could create a scheduled workflow that triggers on the customer status and changes it back to Prospect if there is a Sales Order in pending approval status. 2. You could create a workflow with the Return User Error action for specific user roles and specific prospects. This would prevent certain users from converting a prospect to a customer. 3. You could also consider using a script that checks the value of a checkbox field in the client form. This field would change its value depending on whether certain fields have values. If the checkbox is true, then the 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, and it will show the same message every time you try to save the Sales Order. 4. Another option could be to display a message to the person entering the order that "hey this is a prospect" and then when saved, have a return user error. Remember, these are just workarounds and may not fully prevent the automatic transition from Prospect to Customer. ****** 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: 0.818908751
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811340392
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.804260314
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