SaaS Metric Commitment Date Fields on Custom Transaction Forms

The Contract Renewals SuiteApp works with the SaaS Metric feature. If you enable the SaaS Metrics feature, SaaS Metric Commitment Start Date and SaaS Metric Commitment End Date fields are added to the transaction header or line items on Contract Renewals custom transaction forms. These date fields enable collecting and tracking of Contract Renewals transaction and subscription data for SaaS metrics reporting. For more information, see SaaS Metric feature.

When the SaaS Metric feature is enabled, the following date fields will be available.

Date field	Action	Transactions displaying the date field in the header	Transactions displaying the date field in line items	Validations	If date field is blank
SaaS Metric Commitment Start Date	Enter the date when the customer commits to ordering items or using services.	Return Authorization Credit Memo Cash Refund	Return Authorization Credit Memo Cash Refund Sales Order Invoice Cash Sale	SaaS Metric Commitment Start Date must be before the SaaS Metric Commitment End Date, in both transaction header and line items. SaaS Metric Commitment Start Date must be on or before the transaction Start Date. In line items, SaaS Metric Commitment Start Date must be on or before contract item Start Date.	If SaaS Metric Commitment Start Date is blank in the header or line item when you save, the system fills it with the earliest date from either the form creation date, transaction date, or Start Date.
SaaS Metric Commitment End Date	Enter the date when the customer stops ordering items or using services.	Return Authorization Credit Memo Cash Refund	Return Authorization Credit Memo Cash Refund Sales Order Invoice Cash Sale	SaaS Metric Commitment End Date must be on or before the transaction End Date. In line items, SaaS Metric Commitment End Date must be on or before contract item End Date.	If the SaaS Metric Commitment End Date is blank in the header or line item when you save, the system fills it with the date of the End Date. If no End Date is specified, SaaS Metric Commitment End Date is left blank.

Date field

Action

Transactions displaying the date field in the header

Transactions displaying the date field in line items

Validations

If date field is blank

SaaS Metric Commitment Start Date

Enter the date when the customer commits to ordering items or using services.

Return Authorization
Credit Memo
Cash Refund

Return Authorization
Credit Memo
Cash Refund
Sales Order
Invoice
Cash Sale

SaaS Metric Commitment Start Date must be before the SaaS Metric Commitment End Date, in both transaction header and line items.
SaaS Metric Commitment Start Date must be on or before the transaction Start Date.
In line items, SaaS Metric Commitment Start Date must be on or before contract item Start Date.

If SaaS Metric Commitment Start Date is blank in the header or line item when you save, the system fills it with the earliest date from either the form creation date, transaction date, or Start Date.

SaaS Metric Commitment End Date

Enter the date when the customer stops ordering items or using services.

Return Authorization
Credit Memo
Cash Refund

Return Authorization
Credit Memo
Cash Refund
Sales Order
Invoice
Cash Sale

SaaS Metric Commitment End Date must be on or before the transaction End Date.
In line items, SaaS Metric Commitment End Date must be on or before contract item End Date.

If the SaaS Metric Commitment End Date is blank in the header or line item when you save, the system fills it with the date of the End Date. If no End Date is specified, SaaS Metric Commitment End Date is left blank.

General Notices