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.
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 | Numeric (1-100) |
Renewal Agreement Start Date | ||
Renewal Agreement End Date | ||
Renewal Agreement Close Date | ||
Renewal Agreement Assignment | ||
Initial Stage | ||
Cloning Options |
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