Renewal Management
- Jan Tenenberg
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 | 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) |