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How to reverse Contract Renewals bundle - order of Contract creation

edited Feb 10, 2023 10:22PM in Accounting / ERP 2 comments

Hi there,

I would like some insight from someone who has used the SWV Contract Renewals bundle. The order of Contract creation right now is Sales Order comes first and then the Contract is created. From an accounting perspective, is this best practice? Is there a way to reverse this sequence so that the Contract is created first then the Sales Order second? I would think the terms and costs are determined first on the contract before an order is created but maybe I am misinformed.

I'd appreciate any guidelines on this.

Thanks,

Clarisse

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