ANS-0612 · REVENUE RECOGNITION
Will NetSuite Renewal Sales Orders Inherit Customer Record Uplift?
NetSuite automatically applies uplift percentages defined on the customer record to subsequent renewal sales orders, even if the initial contract lacked this value.
Short answer
Yes, NetSuite renewal Sales Orders will automatically pull the “Uplift” value directly from the Customer Record. This occurs even if the initial contract Sales Order did not have an “Uplift” value defined at the time of its creation, ensuring renewals reflect the latest customer-level settings.
Scenario
A common question arises when an “Uplift” value is defined on a customer record after the initial contract Sales Order has already been created. Users need to understand if subsequent renewal Sales Orders will recognize and apply this newly defined uplift percentage. This scenario addresses the behavior of NetSuite's renewal process regarding customer-level uplift settings.
Solution
NetSuite's renewal process is designed to dynamically retrieve the “Uplift” value. When a renewal Sales Order is generated, it will pull the “Uplift” percentage directly from the associated Customer Record. This behavior ensures that even if the initial contract Sales Order did not have an “Uplift” value defined at the time of its creation, any subsequent renewals will accurately reflect the “Uplift” value currently set on the Customer Record.
Expert NetSuite Support
Need help with this NetSuite issue?
Revenue Recognition consulting and configuration support