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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
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
Tagged:
2