List of auto-updated fields when you sync Salesforce Opportunity to NetSuite Sales Order

We have triggers in the Salesforce managed package that attempt to mimic how NetSuite handles contract renewal Sales Orders. When the Salesforce Opportunity to NetSuite Sales Order Contract Renewal flow is enabled, the following triggers automatically update fields in Salesforce.

 

Opportunity trigger for Create or Update on a New Opportunity without a Contract ID

• Order Type field automatically changed to Contact - New
• Validation Rule: Start Date has to be before End Date
• Contract Term field is updated based on Start Date and End Date
• Validation Rule: If Bill To Tier is not blank, whichever Account is selected has to have the correct Channel Tier (Distributor, Reseller, End User)
• Validation Rule: If "Ship To" Tier is not blank, whichever Account is selected has to have the correct Channel Tier (Distributor, Reseller, End User)
• If Bill To Tier is Reseller, and the Reseller lookup field is populated with an appropriate Reseller, it will update the Account ID field on the Opportunity to be the Reseller Account (same for Distributor and End User)
• If Bill To Tier is Reseller, and the Reseller lookup field is not populated, it will set the Account ID field to End-User

On Create/Update (Contract Renewal Opportunity with Contract ID - Upsell)

These fields will be populated from the editing Contact:

• End Date
• End-User
• Reseller
• Distributor
• NetSuite Renewal Terms
• Bill To Tier
• Ship To Tier 

Opportunity Product trigger when you Create or Update an Opportunity record

• Start Date and End Date automatically update based on Opportunity Start and End Date if the values are null from the user, and Item Category on the Product is set to one of the following:
• License - Term
• Maintenance - New
• Maintenance - Renewal
• Support - New
• Support - Renewal 
• If the Item Category is not set to any of these, calculations will not happen
• If the Opportunity is cloned, calculations will not happen

• Validation Rule: Start Date and End Date have to be in between Opportunity Start Date and End Date
• Contract Term is calculated using the Term Contract Pricing Type on the Product itself and the Start and End Dates (if Term Contract Pricing Type is Annual then [months between start and end date/12])
• Unit Price is calculated by:
• List Rate (customer Celigo field) *Contract Term (List Rate is calculated by the user's initial Sales Price input)