In our previous article, we introduced the Initial Setup Tasks for Contract Renewals that should be completed before using the Software Vertical Contract Renewals SuiteApp.
In this article, we will focus on the first setup task: Setting Preferred Forms for Contract Renewals. Before you begin using the SuiteApp, set the applicable Contract Renewals custom forms as Preferred. These forms are included in Bundle 187488.
Set Preferred Entry Forms
To set the Contract Renewals entry forms as preferred:
- Go to Customization > Forms > Entry Forms.
- In the Preferred column, check the box for the following forms from Bundle 187488:
- Customer Form - Contract Renewals
- Item Group - Contract Renewals
- Inventory Item - Contract Renewals
- This form is available only when the Inventory feature is enabled.
- Non-Inventory Item - Contract Renewals
- Project Form - Contract Renewals
- Vendor Form - Contract Renewals
3. Click Submit.
Set Preferred Transaction Forms
Next, configure the Contract Renewals transaction forms:
- Go to Customization > Forms > Transaction Forms.
- In the Preferred column, check the box for the following forms from Bundle 187488:
- Cash Sale - Contract Renewals
- Credit Memo - Contract Renewals
- Invoice - Contract Renewals
- Opportunity - Contract Renewals
- Quote - Contract Renewals
- Return Authorization - Contract Renewals
- Sales Order - Contract Renewals
3. Click Submit.
You can also create copies of these locked forms and customize the copies based on your business requirements.
Note: When you customize transaction forms, make sure that the Renewals Exclusion column is shown in the item sublist. The Renewals Exclusion field is used by the contract item creation script, R03, to determine whether the contract’s Renewals Exclusion field should be set to true or false.
Because this field participates in Contract Renewals processing, verify that it is available on any customized transaction form you intend to use.
As a best practice, validate customized forms and Contract Renewals processing in a sandbox account before introducing the changes into production.
With the preferred forms configured, you have completed the first of the initial setup tasks for Contract Renewals. In the next article, we will discuss the next setup task: Creating a Zero Price Item. Stay tuned!
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