Initial Setup Tasks for Contract Renewals

Before using the Software Vertical Contract Renewals SuiteApp, complete the following tasks:

Setting Preferred Forms for Contract Renewals
Creating a Zero Price Item
Setting Initial Renewals Preferences
Setting the Order of Contract Renewal Scripts on Transaction Records

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:

Go to Customization > Forms > Entry Forms.
Check the box in the Preferred column for the following 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
Click Submit.
Go to Customization > Forms > Transaction Forms.
Check the box in the Preferred column for the following 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
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.

Creating a Zero Price Item

Zero price item is used by Contract Renewals to retrieve dynamic values when generating renewal transactions; but it is not saved or added to any transactions. To make it work, you must set it up as an item that is available to all transactions in the account. For OneWorld accounts, the zero price item should be allowed on all subsidiaries.

To create a zero price item:

Go to Lists > Accounting > Items > New (Administrator), and select the item type.
In the Item Name/Number field, enter a name for the item.
On the Sales / Pricing subtab, set the Base Price to 0.
For OneWorld accounts, select the root parent subsidiary in the Subsidiary field, and then check the Include Children box.
Click Save.

Setting Initial Renewals Preferences

After you have created the zero price item, go to Contract Renewals > Setup > Contract Renewals Preferences. Click Edit to set the following preferences:

On the Contract Items Creation subtab, set the following preferences if you want to use a custom saved search to define the list of transactions that will be processed for contract item creation.
- Check the Use CI Pending Creation Search box.
- In the Search: CI Pending Creation field, specify the custom saved search that you want to use for contract item creation. For more information, see Using a Custom Saved Search for Contract Item Creation.
Note:
If you do not want to use a custom saved search, keep the Use CI Pending Creation Search box cleared. If this box is cleared, the contract item creation script (R03) will use its default search to identify the transactions to be processed for contract item creation.
On the Contract Renewals Creation subtab:
- Set the Default Renewal Form ID field to Sales Order - Contract Renewals.
- In the Zero Dollar Item field, select the zero-price item you created in the previous section. See Creating a Zero Price Item.
- In the Assign to Employee/Default field, select an employee who has been marked as a sales rep.
On the Item “Renew With” Sync subtab:

Set the Contract Item Search field to Contract Item Renew With Sync.

For more information about these preferences, see Setting Up Contract Renewals Preferences.

Setting the Order of Contract Renewal Scripts on Transaction Records

To set the order of Contract Renewal scripts on transaction records:

Go to Customization > Scripting > Scripted Records (Administrator).
Click the Record column heading to sort the list by record.
Click Edit next to a record, and then do the following:
- On the User Event Scripts subtab, make sure the scripts are listed in the following order:
  - R02A-UES-1: Check Tran Into Log
  - R02A-UES-2: Calculate Tran Lines
  - R02A-UES-3: Calc In-Line Discounts
  Note:
  By default, these user event scripts are deployed only on the sales order transaction form. If you want to use CSV import and SOAP web services on the estimate record, you must deploy these scripts on the estimate transaction form.
  
  Note:
  The old scripts R01C-SS: Calculate Tran Lines and R01D-SS: Calc In-Line Discounts are no longer supported by the Contract Renewals SuiteApp, so they are disabled by default (Status = Testing, Deployed = Not Checked). These scripts are replaced by R02A-UES-2: Calculate Tran Lines and R02A-UES-3: Calc In-Line Discounts. Make sure that you are using the new user event scripts on your transaction forms.
- On the Client Scripts subtab, make sure the scripts are listed in the following order:
  - R01A-CS: HeaderAutomate&Validate
  - R01B-CS: TranLinesAutomate&Validate
  Note:
  Make sure the client scripts are also deployed in these transaction forms: credit memo, invoice, opportunity, quote, return authorization, sales order, and estimates.
Click Save.