Task: If the “Trade partner” field of the salesperson in the sales order record is checked and the currently selected customer’s “trade partner” is also checked, then the sales type will be “Builder Order.” If the checkbox is unchecked, we cannot select “builder order” in a sales order. During the testing of this task, a concern or doubt was raised.
When creating a sales order, add the customer and sales rep. The “trade partner” checkbox for both the customer and employee is checked, so we can select the order type as “builder order” and then add items to the sales order. Before saving the sales order, someone changed the customer record by unchecking the “trade partner” checkbox. After this, we try to save the sales order, which is saved with the order type “builder order.”
Actually, the customer record is changed prior to submitting the sales order, so an alert message should appear when we try to save a sales order. Here, the sales order is saved without showing an alert message because NetSuite is considering and checking the condition at the time of selecting the order type. Once we select the order type, we can save the sales order without worrying about whether someone changed the record or not. But in the real scenario, if the customer record is changed prior to submitting the sales order, then we try to save the sales order and an alert message will pop up.