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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
"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.
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