Hi All, We have a 10 year contract for a customer that we're going to manage with a Sales Agreement. We'd like to manage it with monthly schedules, but with the limitation of 72 schedules, it sounds like that means we can only do Sales Agreements monthly for 6 years. We could contact Salesforce to increase this limit to 100, but who knows if down the road we encounter a 15 or 20 year contract. Is the best way to manage agreements monthly that are over 6 years to break them up into multiple Sales Agreements? Like two 5-year agreements?
I ended up creating some customization for this. I created a custom object called "Large Sales Agreement," and a flow screen tied to an action on the Sales Agreement called "Extend Sales Agreement."
When selected, I collect a little information from the user, but it works very similar to Renewing, except my flow creates a Large Sales Agreement record, and adds the two Sales Agreements together as child records to it.
Then I displayed a flow screen component on that Sales Agreement that displays a datatable of the two Sales Agreements and their totals, allowing my user to see the total Sales Agreement value of any Sales Agreements tied to my Large Sales Agreement.
If the user chooses to extend again, then the third Sales Agreement gets added and so on.
