Renewing Sales Orders Automatically

Newly created and existing sales orders can undergo renewal if they meet these prerequisites:

• Start Date and End Date must have values

• Start Date can't be later than End Date

• Uplift Percent is a valid number or blank

• Sales Order status must not be Canceled

• Renewal Price must have value

Follow these steps to automatically renew a sales order.

To enable automatic renewal of a sales order:

1. Create a new sales order from Transactions > Sales > Enter Sales Order or edit an existing one.

2. (Optional) In the Custom Form field, select Sales Order Renewals. However, you can select other custom forms as necessary, as the renewal process also works with them.

3. Enter or change values in required fields of the sales order.

4. Add items and ensure that they are eligible for sales order renewal. For more information, see Items that can be Included in Sales Order Renewal.

5. Under the Renewal section, do the following:

   1. Check the Renew SO Automatically box.

   2. Enter or ensure date values are specified in Start Date and End Date fields.

   3. In the Renewal Price field, select either:

      • Same as original sales order - the price of items in the original sales order will be used in renewal.

      • Current price at the time of renewal - the item price to be used will be based on the rates indicated in the Item record at the time of renewal.

   4. (Optional) In the Renewal in Days Before Expiry field, enter the number of days before the End Date or expiry, when you want automatic sales order renewal to start. If you leave this field blank, the Renewal Date will be the End Date of the sales order. This field does not accept negative numbers.

   5. (Optional) In the Uplift Percentage field, enter a percentage value that you want to increase the rate of every line item included in renewal.

6. Click Save.

   If Days Before Renewal has no value, then the sales order will automatically renew on the same day as the end date.

General Notices