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Best practices for Opportunity and Customer status

edited Dec 6, 2019 2:34PM in General 2 comments

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.

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