Sales Order New record · creates Sales Order in NetSuite via Celigo / native sync

New Sales Order

Salesforce captures the booking · on Save, the SO posts to /api/netsuite/sales-orders and writes to the turion.sales_orders table with a CREATE entry in audit_log.

⏳ Saving Sales Order to NetSuite…

A · Account (Customer)

Pick an existing account · or enter a new one inline.

Existing account + New account

Account *

Sourced from Salesforce Account list (live).

B · Contract reference

Pick existing contract · or enter a new one.

Existing contract + New contract

Contract *

Filtered to selected account when picked first.

C · Order header

All fields editable.

Order Number *

Auto-generated · format SO-YYYY-#### · editable.

Order Date *

Required Delivery Date

Currency

Payment Terms

Sales Rep

Project ID

Optional · links SO to a project for EVMS roll-up.

Status

Default flips Draft → Submitted on Save.

DPAS rating

ITAR-controlled (USML Cat XV) — sets export-control flag on NS Customer + SO

D · Line items (CLINs / products) *

At least one line required. Extended value auto-computed.

CLIN #	Description	Type	Qty	Unit price	Extended	Required date	Perf. obligation
Total contract value					$0

E · Notes / Special instructions

Free-text · syncs to NS SO memo field.

Notes