Renewal Process/Report
If the Auto Renew field is Yes in SSM Accounting Control (36.9.10), contracts can be automatically renewed using Renewal Process/Report (11.5.13.10). Based on date ranges or other selection criteria, you can perform multiple functions with this process:
• Print reports showing the contracts that will expire within a range of dates
• Automatically create quotes based on existing contracts, optionally updating the service type and prices. The printed quotes can then be mailed to the customer/end user for approval
Quotes are created with an Action Status of A, which prevents them from being released to a contract before review.
• Approved quotes can then be released to contract
• You can include a renewal letter by setting one up in the master comments and specifying the master reference when quotes are generated.
