In the previous section we saw how to automatically generate an Order based on Opportunity stage. Once an Order is created and verified, Reps simply have to verify the renewal information, which again is defaulted based on org settings. They can update the renewal period, if required.
Take a look at below generated Order. It has 3 line items and will renew 30 days prior to expiration date. On 06/23/2019, renewal opportunity will be created with line items from the order.
Note: Only products marked as Recurring will be copied to renewal opportunity. This way you have total control of what are your recurring vs one-time products. Please edit the page layout if you do not see “Type” field.
On the renewal date, renewal opportunity will be automatically created with necessary line items from the order. Depending on the configuration, renewal quote may be created as well.
All renewal opportunities will be tagged with original opportunity and order it was created from.
Please look at the configuration section to configure default field values when renewal opportunity is created.
