Advanced SaaS Metrics Best Practices

When the SuiteApp is updated, the Advanced SaaS Metrics workbooks and datasets may contain changes. An administrator must again give access to user roles who previously had access to the shared workbooks and datasets. For more information about giving access to workbooks and datasets, see Giving Access to Advanced SaaS Metrics Workbooks and Datasets.
When setting up SuiteApp preferences, select a start date that is within the current year. You can use the SaaS Metrics Start Date field to control the volume of transactions that will be processed by the SuiteApp. Selecting a date that is within the current year allows the SaaS MR Create Contract Transaction script to process fewer transactions.
When importing records, be sure to import all related records first before processing them in the Process CSV Import section of the SuiteApp. This practice ensures that related records are processed as related to each other and the dashboard data is accurate for imported records. For more information about importing CSV records, see Processing CSV Imported Records.
If you have contracts that have end dates in the distant future, you must set up accounting periods in advance for those contracts. For example, if you have a contract with an end date of 10 years from now, set up accounting periods for up to 10 years from now. For more information about setting up accounting periods, see Accounting Period Setup.

Note:
The SuiteApp considers the churn date as the contract end date plus one day. If you have a contract ending in December 31, 2028, the churn date being considered is January 1, 2029. You must set up accounting periods up to January 2029 so transaction records are properly created for the contract.
For CSV imported records, if the transaction currency is different from the base currency, you must also provide the transaction amount in base currency.
When entering returns for CSV imported records, parent transactions, such as the transaction where the RMA was created from, must be imported first before importing the accompanying returns or RMA transactions. After the transactions and returns (RMAs) have been imported, process CSV imported transactions together. For more information, see Returns in Advanced SaaS Metrics.
To reduce the SuiteApp processing time, you can run multiple processors in parallel using a SuiteCloud Plus license. For more information, see SuiteCloud Processors. You can set a higher concurrency limit for the following scripts:
- SaaS MR Create Contract Transaction
- SaaS MR Clear Contract Transaction
- SaaS MR Post Process Contract Trans
- SaaS MR UnPostProcess Contract Trans
When creating custom records and custom fields that are not for use with this SuiteApp, avoid selecting the following values in the List/Record field.
- SaaS Contract Transaction
- SaaS Processed Transaction
- SaaS Monthly Contract Plan
If you want to select these values, you must select the Allow and Set Dependent Field Values to Null in the Allow Delete of List/Record Values field.

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