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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until January 20, 2026, 10:30 PM ET to comment your answers and earn rewards! Click here for more details.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
No Limits. Just possibilities.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
NetSuite launches new wholesale distributions solution in Japan in January 2026!

NetSuite has launched SuiteSuccess Wholesale Distribution Edition, in Japan. Please join us the webinar on February 12 that introduces NetSuite solution with demos and case studies for Wholesale Industry.

Register Now

Workflow for subscription renewals

edited Dec 6, 2019 2:41PM in General 6 comments

I'm looking for best practices/workflows regarding our subscription renewals. Based on what I write here, does anyone concur that best practice and efficiency is to create these renewal orders as opportunities - in advance for the reps? What are my non-manual options to create these opportunities?

Or might you suggest a completely different direction?

WHO WE ARE
[LIST=1]
[*]We have 13 sales reps, each of which "owns" companies.
[*]Our data model is heavily based on parent-child customers.
[*]Each individually named subscriber is a subcustomer (Indvidual-type Customer or ITC) of the parent/firm (Company-type Customer or CTC).
[/LIST]

WHAT
[LIST=1]
[*]I created a search that identifies the 500-2000 items expiring each month (one campaign per month).

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders