Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
"Contract Renewal" Workflow
I have never put together a workflow and was told for renewing a Sales Order this is what I should do:
1.Sales Order (contract) is set up.
2.Contact is billed out based on billing schedule (monthly, quarterly,e tc).
3.At a predetermined time (say 60 days in advance), a Workflow will kick in based on the Sales Order.
4.An Opportunity record is created in the system based off of the Sales Order populating all fields and a current transaction date.
5.Sales Rep is notified of the opportunity (if you want that) or whomever.
6.Then convert the Opportunity to a Sales Order with a click.
0