Setting Preferred Forms for Contract Renewals

Before you begin using the Software Vertical Contract Renewals SuiteApp, set the custom forms you want to use as Preferred.

To set your preferred forms:

1. Go to Customization > Forms > Entry Forms.

2. Check the box in the Preferred column for these entry forms (From Bundle: 187488):

   • Customer Form - Contract Renewals

   • Item Group - Contract Renewals

   • Inventory Item - Contract Renewals (available only if the Inventory feature is enabled)

   • Non-Inventory Item - Contract Renewals

   • Project Form - Contract Renewals

   • Vendor Form - Contract Renewals

3. Click Submit.

4. Go to Customization > Forms > Transaction Forms.

5. Check the box in the Preferred column for these transaction 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

6. Click Submit.

Alternatively, you can also create copies and customize these locked forms to meet the specific needs of your business. For more information, see Creating Custom Entry and Transaction Forms.

Note:

When you customize transaction forms, make sure that the Renewals Exclusion column is shown in the item sublist. On the Screen Fields tab on the custom transaction form, make sure that the Show box for Renewals Exclusion on the Columns subtab is checked. This field is used by the contract item creation script (R03) to determine whether to set the contract's Renewals Exclusion field to true or false.

General Notices