How to Resolve Intercompany Sales Order Failures with SWV Contract Renewals Bundle?

The SWV Contract Renewals bundle's design, which primarily supports external sales channels (End User, Reseller, Distributor), may present challenges for intercompany sales processes. This is because the bundle's custom fields, which are often mandatory, are not automatically populated when the 'Manage Intercompany Sales Order' transaction is executed. Consequently, if these fields are mandatory, the intercompany sales order cannot be saved, leading to a transaction failure.The 'Manage Intercompany Sales Order' transaction utilizes the preferred Sales Order form to generate intercompany sales orders. To facilitate intercompany sales, it is necessary to customize both the Sales Order and Invoice forms. To prevent manual form changes for the majority of transactions, a dedicated custom role can be established, with the customized intercompany forms set as preferred specifically for that role.The setup requires the following steps:

1. Customize the Sales Order (SO) form to remove or make non-mandatory the Contract Renewals fields. This may require a workflow to ensure fields like 'End User' and 'Order Type' are not mandatory for intercompany transactions.

2. Customize the Invoice form to remove or make non-mandatory the Contract Renewals fields. This may require a workflow to ensure fields like 'End User' and 'Order Type' are not mandatory for intercompany transactions.

3. Customize a NetSuite role and set the custom intercompany Sales Order form as the preferred form for this role.

4. Configure the custom intercompany Sales Order form to ensure it correctly generates the custom intercompany Invoice form. This linkage may be managed through preferred forms for roles/transactions or other form settings.Note: Ensure the custom role has appropriate access to all relevant subsidiaries, customers, vendors, and Contract Renewals permissions, including "Contract Renewals Preferences".