Discussions
How To Modify A Sales Order That Is Created From A Lead
We are having an issue with our Sales Orders when they are created for a Lead Customer.
Currently, when people sign up for our newsletters, they are brought into our system as a Lead. If a Sales Order is created for them, they are transformed into Customers and their status changes from "Lead-Unqualified" to "CUSTOMER-Current Customer(100%)". This is NetSuite functionality.
Our issue occurs when the customer is part of a parent/child relationship. When a customer is created through web services, it inherits specific fields from the parent customer that are transferred to the Sales Order. But when a lead already exists in our system, the Sales Order is created for them before they can be transformed into a Customer. This causes fields from the parent customer to not be transferred over to the Sales Order.