Setting an Item as Renewable

Only transaction records with renewable items are processed by the SaaS MR Create Contract Transaction script and included in the SaaS Metrics dashboard computations.

The following are the only item types that can be set as renewable.

• Inventory item

• Non-inventory item

• Expense item

• Kit/Package

Expense items are not supported.

For more information about the item types, see Item Types.

Note:

You must first set items as renewable before setting the SuiteApp preferences.

To set an item as renewable:

1. Create or edit an item.

   1. To create a new item, do the following steps.

      1. Go to Lists > Accounting > Items > New.

      2. Click the item type that you want to create.

      3. In the Item Name/Number field, enter the item name or number.

      4. (Optional) Enter other details about the item.

         For more information about entering item records, see Creating Item Records.

   2. To edit an item, go to Lists > Accounting > Items and click Edit beside the item name.

2. Under the Classification section, check the SaaS Renewable Item box to set the item as renewable.

3. Click Save.

Related Topics

Advanced SaaS Metrics Setup

Giving Role Access and Setting Required Permissions for Advanced SaaS Metrics

Giving Access to Advanced SaaS Metrics Workbooks and Datasets

Setting Advanced SaaS Metrics Preferences

Scheduling the SaaS MR Create Contract Transaction Script

Deploying Script for Secondary Records

General Notices