Triggering Order Creation Based on Opportunity Stage or Quote Status
The trigger setting is independent from the source object. Therefore, you can configure a scenario where the Order data is obtained from a Quote when its parent Opportunity reaches a stage of Closed/Won.
To trigger Order creation based on Opportunity Stage or Quote status
1. Go to Setup > Build > Installed Packages > NetSuite CRM Connector > Configure.
The Record Administration page is displayed.
2. In Integration Setup & Lists, click Connector Settings.
The Connector Settings page is displayed.
3. From the Order Generator & Pricing list:
a. To trigger based on Opportunity Stage, select the desired stage name as the Opportunity Stage Trigger for Auto-Order Creation.
b. To trigger based on Quote Status, select the desired status as the Quote Status Trigger for Auto-Order Creation.
4. Click Save.
The Order creation based on the Opportunity Stage or Quote Status is triggered.
Note: You can trigger the Order creation based on either Opportunity Stage or Quote Status, but not both.
Last modified date: 12/14/2021