Contract Upsell
The Software Vertical Contract Renewals SuiteApp is designed to account for additional items that are added to a contract during the contract term.
By creating a sales order and associating it with an existing contract, new contract items are created on the existing contract.
The start and end dates for upsell items must be within the contract's term to be included in the contract. Any items that are sold for a period outside of the existing contract's term should be tracked on a separate, new contract.
If you're creating an upsell sales order for a renewal contract, you can set up the items to start earlier than the renewal contract start date if you checked the Enable Flexible Start Date for Renewal Transactions box on the Contract Renewals Preference page. If this preference is enabled, you can set the start date of contract items to any date between the current date and the contract end date. For more information, see Setting Up Contract Renewals Preferences.
You can process an upsell from the contract record or by creating a sales order and associating it with an existing contract.
For information about which contracts can be processed for upsell, see Managing Contracts.
Contract items created using CSV import aren't supported for upsell.