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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.
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The following configurations are available when determining how the Service Agreement Opportunities
should be generated.
Info |
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To enable the renewal generation , simply toggle the |
Configuration Item | Description | Configuration Options |
---|---|---|
Days prior to existing Agreement | Sets the number of days prior to the existing | Numeric (1-100) |
Renewal Agreement Start Date | Sets the number of days after the existing | Numeric (1-100) |
Renewal Agreement End Date | Sets the number of days after the | Numeric (1-100) |
Renewal Agreement Close Date | Sets the number of days prior to the | Numeric (1-100) |
Renewal Agreement Assignment | Sets to whom the | User Lookup |
Initial Stage | Sets to what | List ( |
Cloning Options | Sets whether or not to also clone the existing | Toggle (Yes/No) |
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