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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

How To Modify A Sales Order That Is Created From A Lead

edited Dec 2, 2019 5:46PM in SuiteCloud / Customization 2 comments

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.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders