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NetSuite Admin Tips: Automated Conversion of Opportunities to Sales Orders
Some users may need to ensure that Opportunities are transformed to Sales Orders when the status becomes Closed Won. This process can be performed automatically via Scheduled Workflow which will eliminate the time spent in creating Sales Order manually and prevent having unprocessed Opportunities.
1. Create a Saved Search
1. Navigate to Lists > Search > Saved Searches > New
2. Select Opportunity
3. Enter a Search Title
4. On the Criteria, add the following:
• Select Order Fields...
• Order Field: Select Transaction Number : select Empty
• Opportunity Status : is Closed Won (or what status you desire)
5. On the Available Filters, select Internal ID
2. Create a Workflow
1. Navigate to Customization > Workflow > Workflows > New
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