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Maica offers an automated process to generated Renewal Service Agreement Opportunities. This article describes the various options and execution logic used in the generation of Renewals.

The following configurations are available when determining how the Service Agreement Opportunities should be generated.

Info

To enable the renewal generation , simply toggle the Enable switch at the top right hand corner of the settings area.

Configuration Item

Description

Configuration Options

Days prior to existing Agreement

Sets the number of days prior to the existing Service Agreement Opportunity Agreement End Date a Renewal Opportunity should be generated.

Numeric (1-100)

Renewal Agreement Start Date

Sets the number of days after the existing Service Agreement Opportunity the Renewal Start Date should be set.

Numeric (1-100)

Renewal Agreement End Date

Sets the number of days after the Renewal Start Date the Renewal End Date should be set.

Numeric (1-100)

Renewal Agreement Close Date

Sets the number of days prior to the Renewal Start Date the Renewal Close Date should be set.

Numeric (1-100)

Renewal Agreement Assignment

Sets to whom the Renewal Service Agreement Opportunity should be assigned. This can either be a specific user or the owner of the existing Service Agreement.

User Lookup

Initial Stage

Sets to what Stage the Renewal Service Agreement Opportunity should be set when being generated.

List (Opportunity Stages)

Cloning Options

Sets whether or not to also clone the existing Service Agreement Contact Roles across to the Renewal Service Agreement Opportunity

Toggle (Yes/No)

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