How running the Contract Renewal add-on will impact existing flows

When you install the Contract Renewal Add-on into your integration app, it will create custom objects (like Contracts and Contract items) and Celigo Opportunity Contract Layout in your Salesforce App as they are not native to Salesforce. The add-on will also create new fields in your flow field mapping so that the Integration app can export the data from NetSuite and import it to your Salesforce App. The Contract Renewals Add-on impacts the following flows:

Account 

• Salesforce Account to NetSuite Customer 
• NetSuite Customer to Salesforce Account

Opportunity

• Salesforce Opportunity to NetSuite Sales Order

Product 

• NetSuite Item to Salesforce Product

The Salesforce Connector Package has created a new custom layout which is listed.

Celigo Opportunity Contract Layout

The Contract Renewal Add-on creates new custom fields in your Salesforce App. To view these custom fields on your Salesforce records, you need to assign the Celigo Opportunity Contract Layout to your Salesforce Opportunities object.

Click here to assign the Celigo Opportunity Contract Layout to your Salesforce Opportunities object.

Impact on Salesforce Accounts

Account records

When you install the contract renewals add-on, a new custom field called “Channel Tier” is added to your Salesforce Account record. This field holds values of the Sales Channel that classify a Customer or an Account as an End-User, Reseller or Distributor. 

Account Line Item records

The Channel Tier field values (discussed above) are also populated as Account line items on a Salesforce Account record.

Impact on Opportunities

Field mappings on the Salesforce Opportunity to NetSuite Sales Order flow

After you install the contract renewal add-on, you will see additional field mappings in the Salesforce Opportunity to NetSuite Sales Order flow.

Opportunity Record

When you install the contract renewal add-on, it adds new fields to your Opportunity records. You can see the following fields on your Opportunity record in Salesforce:

• Start Date (IO)
• End Date (IO)
• Ship to Tier (IO)
• Bill to Tier (IO)
• Reseller (IO)
• Distributor (IO)
• Renewal Term (IO)
• From Contract (IO)
• End-User (IO)
• Contract Term (IO)

The validation has been added and that requires you to enter a value for either the end date (IO) or the contract term (IO).

Opportunity Line Item

The “Salesforce Opportunity to NetSuite Sales Order” flow validates the start date and end date for an Opportunity and Opportunity line item record while syncing a Salesforce contract opportunity record to NetSuite Sales Order. The flow can automatically calculate the terms that apply to an Opportunity line item. 

The following fields are auto-calculated and added to an Opportunity Line Item record: 

• Start Date (IO)
• End Date (IO)
• Contract Term (IO)
• Pricing Type (IO)
• List Rate (IO)
• Contract Item Id (IO)

Some of the fields have special validations like:

 Pricing terms

• Annual Pricing term: It will automatically divide the pricing term by 12 to calculate the list rate. The listed rate is multiplied by the term to get the sales price.  
• Monthly Pricing term: It will consider the list rate as the sales price and multiply it by 12.

Calculations based on Pricing terms

• When you do not specify a pricing term: The default value is "Monthly Pricing term". 
• Actual Item Price: The default value is the list rate. If your sale price differs from the list rate, you need to edit the value of the list rate.   
• Actual Item Price: If no value is entered, the sale price will be used as the default.
• Pricing Type: Takes the value from the Term/Pricing Type field on a Product record. This is a non-editable field.
• Start and End date fields are blank: It will assign Opportunity start and end dates.
• Shipping address: The channel tier you have selected from the ship to tier list (End User, Reseller, or Distributor) 

Impact on Products

Field mappings on the NetSuite Item to Salesforce Product flow

After you install the contract renewal add-on, you will see additional field mappings on the NetSuite Item to Salesforce Product flow.

Product record

A new "Terms / Contract Pricing Type" field is added to your Product record in Salesforce. To view it, on your Salesforce record, you need to set the field visibility from the Edit Layout menu of your product record. (link for field visibility)

Pricing type values can be:

• Monthly
• Annual
• Not Applicable
• Actual Item Price