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Contract Renewals - Best Practice to import historical contracts

edited Dec 6, 2019 2:35PM in General 1 comment

Hi,

I have been watching this Suite Answers video https://netsuite.custhelp.com/app/answers/detail/a_id/15343/kw/contract%20rene  


It discusses two different approaches to import historical contracts, either through

  (A) importing via csv "Install Base Records"
  (B) or just creating sales orders (SO)

I understant (B) allright but (A) puzzles me..

* What are "Install Base Records"? Or is this just a fancy name to describe importing 'Contract' and 'Contract Items' records?
* The video prescribes executing 2 scripts (R11 and R04B) that I haven't found in my installation.
* Will I be able to create 'downsells' for records imported through 'install base records'. I wonder if the system is going to allow issuing returns/credit memos when there's not a SO being returned.

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