Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Best practices for Opportunity and Customer status
By design, NetSuite converts a Prospect (or a Lead) to a Customer stage with default Customer status (Active), even if Sales Order total is $0.
Also, by design, if Opportunity record is associated with the SO being created for the Prospect then Opportunity status is sourced from the Customer status. (Active)
Since NetSuite converts the Prospect (or Lead) as described above, I was thinking to implement the below customizations to overcome this:
• For Sample orders (Order total = $0 and no past orders with total greater than $0 for the customer)
Revert back to the Prospect (or the Lead) status on the Customer record.
0