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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.

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