Finance Basics
Recreate a Renewal Opportunity
If a closed won renewal opportunity is incorrect in any way, a new one will need to be created to make any necessary corrections, and to send out a new invoice. This can only be done by a UOS. A partner is not able to edit a close won opportunity, nor are they able to create a new opportunity. To start, the incorrect opportunity and invoice will need to be “voided”. The general order is to void the incorrect opportunity, re-create the new opportunity, and then have Finance void the incorrect invoice.
This Guru Card provides step by step instructions on how to recreate an opportunity in Salesforce.
Once the new opportunity has been close won, escalate the case to Finance asking them to void INVXXXX. This Guru Card provides the correct process for escalation.
