https://netsuiteprofessionals.com logo
n

NS Admin

04/29/2022, 7:37 PM
We are currently implementing a new MQL process and bringing in Leads from Pardot. My integration is fine; but, one downstream impact I am seeing is that all of these leads are showing up in our Order to Cash Process. Meaning I can Bill and Invoice a Lead. I cant seem to find a setting that make it that a Lead has to be at a certain stage (preferably converted to a customer) before it can be billed. Am I missing something? I made the lead status 0% probability and it still showed up on a sales order and an invoice.
n

Netsuite Tragic

05/03/2022, 9:13 PM
what is the value for {entitystatus} on the records you are creating? I sense your entity record is being created as Customer
n

NS Admin

05/03/2022, 9:20 PM
Status = "LEAD". ID = 6. Stage = Lead. Probability = 0
This Lead can be selected on Sales Orders, Invoices, and Support Cases.