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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
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.