1. Order Management
  2. Sales Orders and Cash Sales
  3. Software Vertical Contract Renewals
  4. Setting Up Contract Renewals
  5. Setting Up Maintenance/Support for Contract Renewals

Setting Up Maintenance/Support for Contract Renewals

Before you begin using the Software Vertical Contract Renewals SuiteApp, you should set up your maintenance and support items. Maintenance and support is often abbreviated as M/S on preferences and in other settings.

By default, maintenance and support costs ignore any discounts. If you want to consider customer discounts when calculating the cost of maintenance or support, you can enable the M/S Customer In-Line Discount preference on the Contract Renewals Preferences page. The M/S Customer In-Line Discount preference applies in-line discounts before calculating maintenance and support costs.

First, set your maintenance and support preferences at Contract Renewals > Setup > Contract Renewals Preferences:

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

Next, an administrator can create maintenance and support types to represent the tiers of maintenance and support that you offer.

To create a maintenance and support type:

  1. Go to Setup > Custom > Maintenance/Support Types > New.

  2. Enter a name for the maintenance and support tier.

  3. If you calculate maintenance or support as a percentage of license, enter the percentage for this tier.

  4. Click Save.

  5. Repeat these steps for each tier that you offer.

Finally, set up your support and maintenance items.

To create a maintenance or support item:

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

  2. Select the item type for the M/S item that you want to create.

  3. On the item form, make sure that the Contract Renewals custom form is selected in the Custom Form field. For more information, see Setting Preferred Forms for Contract Renewals.

  4. Enter values in the fields on the Primary Information and Classification sections as you would in a standard item form. For more information, see Creating Item Records.

  5. On the Vertical Classification section:

    1. In the Term/Contract Pricing Type field, select a pricing type for the item.

    2. In the Product Line field, select which product line this item belongs to.

    3. In the Item Category field, select the item category where this item should be included in. Choose one of the following categories for M/S items:

      • Maintenance - New

      • Maintenance - Renewal

      • Support - New

      • Support - Renewal

    4. In the Quantity Type field, select M/S Entitlement.

    5. In the Renew With field, select an item to replace the current item when it is renewed. If this item renews with itself, you can select this item in this field after you saved the item record.

    6. In the Maintenance/Support Type field, select the tier this item belongs to. The Maintenance/Support % field shows the percentage of the maintenance or support type that you selected.

      If your role grants you permission, click the plus sign icon to create a new maintenance or support tier.

  6. In the M/S Pricing Option field, select the pricing option that you want to use for this M/S item. By default, this field shows the value that you set in the Default M/S Pricing Option preference. If you set this field to blank, the value in the Default M/S Pricing Option preference will be applied whenever this item is used on contracts.

  7. On the Pricing subtab, enter the price of this item:

    • If the M/S pricing option is set to either M/S as a % of License List Price or M/S as a % of License Net Price, enter the base price as 0.00.

    • If the M/S pricing option is set to Itemized M/S Price, enter the price of this item.

  8. Enter other information related to this item. For information about setting up items for Contract Renewals, see Setting Up Items for Contract Renewals.

  9. Click Save.

Note:

If a contract includes a maintenance item and a support item from the same product line, only one of these items will be renewed. The Contract Renewals SuiteApp renews the M/S item with the highest internal ID and with an aggregated quantity greater than zero.

Related Topics

General Notices