Transactions Validation

These preferences determine how transaction lines operate with the Software Vertical Contract Renewals SuiteApp:

Field	Description
Enable Script R01A	Check this box to enable the script that validates transaction start and end dates.
Item Cats for Tran Line Automation	Select the item categories that automatically update with start and end dates from the transaction body when you enter line items on a transaction. Note: Service - Perpetual and License - Perpetual items are automatically updated with contract start dates but have no end dates.
Enable Script R01B	Check this box to enable the script that validates the channel tiers on transactions. Warning: Enabling R01B with existing transactions on an account with multiple subsidiaries and having different values for End User and Bill To Customer may cause failure when the associated contract undergoes upsell, downsell or renewal. This is due to R01B scripts using channel data (Bill To Tier, Distributor, Reseller) that isn't set when the transaction was created at the time R01B isn't yet enabled. When the R01B script is enabled: The Bill to Customer field is disabled on the transaction form. The script will automatically set the value of this field based on the channel tier selected in the Bill to Tier field. The Bill to Tier and Ship to Tier fields are set to End User by default. You can manually change the values of these fields, but the script automatically sets them when you change either the Distributor or Reseller field, or both. If you set the value of the Distributor field, regardless if the Reseller field is set or blank, the script sets Bill to Tier and Ship to Tier to Distributor. If you set the value of the Reseller field and leave the Distributor field blank, the script sets Bill to Tier and Ship to Tier to Reseller.
Enable Script R01C	Check this box to enable the script that calculates the rate of each item on transactions. When the R01C script is enabled: The Amount and List Rate of line items are editable. List Rate is calculated based on the Rate. Rate is calculated based on the Term/Contract Pricing.
Default M/S Pricing Option	Select the default pricing option for maintenance and support (M/S) items. Itemized M/S Price - Enables you to set maintenance or support rates on transactions. M/S as a % of License List Price - Calculates M/S item price as percentage of the total of the lines on the transaction. Discounts aren't considered in this calculation. This option is the default setting. M/S as a % of License Net Price - Calculates M/S item price as percentage of the total of the lines on the transaction. Discounts are considered in this calculation. When you create an item record for an M/S item, the value that you set in this field will be the default selection in the M/S Pricing Option field on the item record. This value will also be the default pricing option for M/S items with a blank M/S Pricing Option field on the item record. For more information, see Setting Up Items for Contract Renewals.
Item Cats Skipped on Renewal Calcs	Select the item categories whose price level must always be set to Custom. This setting is important for maintenance and support item categories that are based on a percentage of license on the original order but exist alone on the renewal order.
Item Category = For Custom Price Block	Select the item categories whose price level can't be set to Custom. This setting enables sales representatives to apply discounts to line item rates but not change them. Note: Items whose Item Category is selected or set For Custom Price Block (items that can't have custom price) are excluded from sales orders used for creating transactions through web service, unless Block Custom Price Level is set to No (2). See Adding Transaction Fields to a Web Service Request for Contract Renewals.
Default Customer Discount on Trans	Check this box if you want to apply customer discounts to transactions by default. You can remove or change this discount on individual transaction lines if the box for Inline Discounting on Trans preference is checked.
M/S Customer In-Line Discount	Check this box if you want to apply customer discounts to the cost of maintenance and support by default. You can remove or change this discount on individual transaction lines if the box for Inline Discounting on Trans preference is checked.
Enable Script R01D	Check this box to enable the script that validates items with inline discounts. If this box is checked, inline discounts are automatically applied to the Rate and Amount fields on transaction lines.
Inline Discounting on Trans	Check this box to enable inline discounts on transaction lines. This preference is applied only when the inline discount calculation script (R01D) is deployed.
Enable Script R01E	Check this box to enable the script that prevents applying contract item uplift when the status isn't active. This preference applies only on edit mode.
No. of Decimal Places for List Rate	Enter the number of decimal places to include for list rates. Maximum value is 8, which is the core NetSuite limit for list rate. Note: Value for list rate is rounded to the nearest decimal place specified in this preference before it is used for rate calculation.
No. of Decimal Places for Rate	Enter the number of decimal places to include for rates. Maximum value is 8, which is the core NetSuite limit for rate.
Auto-select Single Contract	Check this box if you want to automatically select the open contract if only one active contract is available for the Bill To and End User customers selected on the transaction. This setting ensures that you always upsell to an existing contract instead of creating a new one.
Override Default Ship To Address	Check this box if you want to automatically set the Ship To address on transactions to the default shipping address of the entity selected in the Ship To Tier field.
Entry Forms to Deploy Scripts	If you want the Contract Renewals scripts to run only for specific entry forms, select the entry forms in this field. If no form is selected, the scripts are deployed to all entry forms in this list.
Transaction Forms to Deploy Scripts	If you want the Contract Renewals scripts to run only for specific transaction forms, select the transaction forms in this field. If no form is selected, the scripts are deployed to all transaction forms in this list. Note: The Make Copy button is hidden on forms selected in this preference. If no form is selected, the Make Copy button is hidden on all transaction forms where Contract Renewals user event scripts are deployed.
Enable Flexible Start Date for Renewal Transactions	Check this box if you want to enable flexible start dates for contract items on renewal transactions. If this box is checked, you can set up contract items to start earlier than the renewal contract start date. This feature is applicable only for renewal transactions and for upsell sales orders for renewal contracts. For more information, see Editing a Renewal Transaction.

Field

Description

Enable Script R01A

Check this box to enable the script that validates transaction start and end dates.

Item Cats for Tran Line Automation

Select the item categories that automatically update with start and end dates from the transaction body when you enter line items on a transaction.

Note:

Service - Perpetual and License - Perpetual items are automatically updated with contract start dates but have no end dates.

Enable Script R01B

Check this box to enable the script that validates the channel tiers on transactions.

Warning:

Enabling R01B with existing transactions on an account with multiple subsidiaries and having different values for End User and Bill To Customer may cause failure when the associated contract undergoes upsell, downsell or renewal. This is due to R01B scripts using channel data (Bill To Tier, Distributor, Reseller) that isn't set when the transaction was created at the time R01B isn't yet enabled.

When the R01B script is enabled:

The Bill to Customer field is disabled on the transaction form. The script will automatically set the value of this field based on the channel tier selected in the Bill to Tier field.
The Bill to Tier and Ship to Tier fields are set to End User by default. You can manually change the values of these fields, but the script automatically sets them when you change either the Distributor or Reseller field, or both.
- If you set the value of the Distributor field, regardless if the Reseller field is set or blank, the script sets Bill to Tier and Ship to Tier to Distributor.
- If you set the value of the Reseller field and leave the Distributor field blank, the script sets Bill to Tier and Ship to Tier to Reseller.

Enable Script R01C

Check this box to enable the script that calculates the rate of each item on transactions.

When the R01C script is enabled:

The Amount and List Rate of line items are editable.
List Rate is calculated based on the Rate.
Rate is calculated based on the Term/Contract Pricing.

Default M/S Pricing Option

Select the default pricing option for maintenance and support (M/S) items.

Itemized M/S Price - Enables you to set maintenance or support rates on transactions.
M/S as a % of License List Price - Calculates M/S item price as percentage of the total of the lines on the transaction. Discounts aren't considered in this calculation. This option is the default setting.
M/S as a % of License Net Price - Calculates M/S item price as percentage of the total of the lines on the transaction. Discounts are considered in this calculation.

When you create an item record for an M/S item, the value that you set in this field will be the default selection in the M/S Pricing Option field on the item record. This value will also be the default pricing option for M/S items with a blank M/S Pricing Option field on the item record. For more information, see Setting Up Items for Contract Renewals.

Item Cats Skipped on Renewal Calcs

Select the item categories whose price level must always be set to Custom.

This setting is important for maintenance and support item categories that are based on a percentage of license on the original order but exist alone on the renewal order.

Item Category = For Custom Price Block

Select the item categories whose price level can't be set to Custom.

This setting enables sales representatives to apply discounts to line item rates but not change them.

Note:

Items whose Item Category is selected or set For Custom Price Block (items that can't have custom price) are excluded from sales orders used for creating transactions through web service, unless Block Custom Price Level is set to No (2). See Adding Transaction Fields to a Web Service Request for Contract Renewals.

Default Customer Discount on Trans

Check this box if you want to apply customer discounts to transactions by default.

You can remove or change this discount on individual transaction lines if the box for Inline Discounting on Trans preference is checked.

M/S Customer In-Line Discount

Check this box if you want to apply customer discounts to the cost of maintenance and support by default.

You can remove or change this discount on individual transaction lines if the box for Inline Discounting on Trans preference is checked.

Enable Script R01D

Check this box to enable the script that validates items with inline discounts.

If this box is checked, inline discounts are automatically applied to the Rate and Amount fields on transaction lines.

Inline Discounting on Trans

Check this box to enable inline discounts on transaction lines.

This preference is applied only when the inline discount calculation script (R01D) is deployed.

Enable Script R01E

Check this box to enable the script that prevents applying contract item uplift when the status isn't active.

This preference applies only on edit mode.

No. of Decimal Places for List Rate

Enter the number of decimal places to include for list rates. Maximum value is 8, which is the core NetSuite limit for list rate.

Note:

Value for list rate is rounded to the nearest decimal place specified in this preference before it is used for rate calculation.

No. of Decimal Places for Rate

Enter the number of decimal places to include for rates. Maximum value is 8, which is the core NetSuite limit for rate.

Auto-select Single Contract

Check this box if you want to automatically select the open contract if only one active contract is available for the Bill To and End User customers selected on the transaction.

This setting ensures that you always upsell to an existing contract instead of creating a new one.

Override Default Ship To Address

Check this box if you want to automatically set the Ship To address on transactions to the default shipping address of the entity selected in the Ship To Tier field.

Entry Forms to Deploy Scripts

If you want the Contract Renewals scripts to run only for specific entry forms, select the entry forms in this field.

If no form is selected, the scripts are deployed to all entry forms in this list.

Transaction Forms to Deploy Scripts

If you want the Contract Renewals scripts to run only for specific transaction forms, select the transaction forms in this field.

If no form is selected, the scripts are deployed to all transaction forms in this list.

Note:

The Make Copy button is hidden on forms selected in this preference. If no form is selected, the Make Copy button is hidden on all transaction forms where Contract Renewals user event scripts are deployed.

Enable Flexible Start Date for Renewal Transactions

Check this box if you want to enable flexible start dates for contract items on renewal transactions.

If this box is checked, you can set up contract items to start earlier than the renewal contract start date. This feature is applicable only for renewal transactions and for upsell sales orders for renewal contracts. For more information, see Editing a Renewal Transaction.

General Notices