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Contract migration with invoice schedules - recurrence pattern

Hello,

We need to migrate customer contracts with invoice schedule with recurrence pattern. Individual dates are not ok because we have renewal rules in use and they work only with recurrence pattern for invoice schedule.

However, contract gets migrated with an individual date 100 % AND with a yearly recurrence pattern for 0 %. I would need to migrate the yearly recurrence pattern with 100 %, without any individual dates. When I remove Item individual details from migration template, migration goes into error due to missing details. Please let me know how to be able to migrate yearly recurrence pattern with 100 % without any individual dates?

Thank you

Kind regards, Eija

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1 Answer

  • Posted on Nov 06, 2019 at 12:22 PM

    Eija

    Did you fill in all the tabs?

    you need to fill in the items to be scheduled tab and the recurrence tab too!

    send me your email and I give you a template that works.

    John

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