Displaying SaaS Metric Date Fields on Custom Forms Not Provided by the Contract Renewals SuiteApp
You can display or add SaaS metric date fields to other custom forms used for contract renewals, which are not provided by the Contract Renewals SuiteApp.
If you're using contract renewal custom forms not provided by the SuiteApp, you can manually add the SaaS metric date fields to their header or line items. Do this from the custom form's Screen Fields tab for header, or Sublist Fields tab for line item. Then, check the SaaS metric date field boxes in the Show column.
SaaS metric date fields are automatically added to the headers of Sales Order, Invoice, and Cash Sale custom transactions forms provided by the Contract Renewals SuiteApp. No action is required from you.
To display SaaS Metric date fields in line items of Sales Order, Invoice, and Cash Sale custom forms:
SaaS Metric Commitment date fields are displayed as columns in line items on your Sales Order, Invoice, and Cash Sale custom forms.
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Edit the custom form where you want to display SaaS Metric Commitment date fields.
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Click the Sublist Fields tab.
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In the Show column, check the boxes for SaaS Metric Commitment Start Date and SaaS Metric Commitment End Date.
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Click Save.
To display SaaS Metric date fields in the header or line items of Return Authorization, Credit Memo, and Cash Refund custom forms:
SaaS Metric Commitment date fields are displayed in headers or as line item columns on Return Authorization, Credit Memo, and Cash Refund custom forms.
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Edit the custom form where you want to display SaaS Metric Commitment date fields.
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Do one of the following:
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To display SaaS Metric Commitment date fields in the header, click the Screen Fields tab.
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To display SaaS Metric Commitment date fields in line items, click the Sublist Fields tab.
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In the Show column, check the boxes for SaaS Metric Commitment Start Date and SaaS Metric Commitment End Date fields.
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Click Save.