Lifecycle Defaults
When Pinion creates a renewal or amendment opportunity, or closes a deal to a contract, it stamps a set of standard values you configure once on Configurator Settings. These make the generated opps land in the right stage, record type, and opportunity type for your sales process.
New business & close
| Field | What it sets |
|---|---|
NewBusinessType__c | The Opportunity Type value stamped on new-business deals. |
ClosedWonStage__c | The Opportunity stage Pinion treats as Closed-Won for lifecycle logic (contract + subscription creation fires here). |
Renewals
| Field | What it sets |
|---|---|
RenewalStage__c | Stage for a generated renewal opportunity. |
RenewalType__c | Opportunity Type for renewals. |
RenewalRecordType__c | Record type (developer name) for renewal opps. |
DefaultRenewalUpliftPercent__c | Default percentage uplift applied when a renewal re-prices. |
RenewalContactRolesToCopy__c | Comma-separated contact roles copied from the source deal onto the renewal. |
Amendments
| Field | What it sets |
|---|---|
AmendmentStage__c | Stage for a generated amendment opportunity. |
AmendmentType__c | Opportunity Type for amendments. |
AmendmentRecordType__c | Record type for amendment opps. |
PrePopulateAmendmentLines__c | (default on) Whether an amendment opens pre-loaded with the existing subscription lines. |
AmendmentCreditBehavior__c | No Credit or Allow Credit — whether an amendment may generate a credit line. |
Proration & contract dates
| Field | What it sets |
|---|---|
DefaultProrationType__c | The org-wide fallback proration method (Daily / Weekly / Monthly / Quarterly) used when a product leaves ProrationType__c blank. |
ContractEndDateConvention__c | Last Covered Day or Anniversary — how the contract end date is computed. |
Related
- Field Propagation — which pricing, quantity, date, and configuration fields carry from the line items onto the Contract, Subscription, and Asset when this close-won fires.
- Renewals & Amendments — how re-pricing works on the lines these settings stamp.
- Proration — the per-type proration behavior
DefaultProrationType__cfeeds. - Scheduled Jobs — the auto-renewal / contract-expiration jobs that create these opps.