Manually Renewing a Subscription in NetSuite

Ron Danenberg1 min

🚨 Need to Manually Renew a Subscription in NetSuite? 🚨

This guide will walk you through the process of manually renewing a subscription in NetSuite.

Step-by-Step Guide 📋

  1. Navigate to Subscription List
    • Go to:
      • Transactions > Subscriptions > Create Subscriptions > List.
    • Select View for the subscription you want to renew.🗂️
  2. Choose Renewal Action
    • Click Actions and then select Renew.🔄
  3. Select Renewal Term and Method
    • On the renewal page:
      • Choose a Default Renewal Term from the list.📅
      • Choose the Method:
        • Create New Subscription to generate a new record.
        • Extend Existing Subscription to update the current subscription.
      • If using Extend Existing Subscription, refer to the Uplift Pricing section for additional steps.
  4. Configure the Subscription Details
    • Define the Default Renewal Subscription Plan.🛠️
    • Choose the Price Book (you can keep the existing one).
    • Select Do Not Create Sales Transactions to prevent linking the renewal to any sales record (optional).
  5. Set Up Uplift Pricing (if enabled)
    • If Uplift Pricing is enabled and you’re extending an existing subscription:
      • Define the Percentage Renewal Uplift for subscription lines.📈
      • NetSuite will automatically apply these price increases.
  6. Save the Renewal
    • Once all renewal details are filled in, click Save.💾

Congratulations! 🎊 You’ve successfully manually renewed a subscription in NetSuite! 🌟🎉

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