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Contract Renewals Module - manually create quote

edited Dec 23, 2019 10:52PM in Accounting / ERP 4 comments

I just joined a company who is using the contract renewal module (it's new to me). It appears that the module automatically creates a renewal quote -90 days to expiration, which is functional. However, this means that our renewal pipeline is only accurate for the next 90 days. My questions are:

Does the renewal transaction have to be a quote? (can it be a salesorder and skip the op/quote)

Will the module work if I were to manually (by script or webservices) create the renewal transaction and reference it in the contract or does the renewal transaction have to be created by the module?

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