Siebel Field Service Guide > Agreements > Process of Setting Up Agreements >

Setting Up Agreement Renewal

Users can manually renew line items by entering a current or previous day in the Start Date field and then clicking the Renewal button. For more information, see To manually renew a line item of an agreement.

Workflows can be used to automatically renew agreement line items. The FS - Agreement Renewal Item workflow and the FS - Agreement Renewal All workflow can be used to set up a repeating component job to renew agreement line items automatically for predefined time periods. For example, a workflow process could be run daily to find any start dates equal to the current date, and then renew those line items automatically. See Workflow to Automatically Renew Agreement Line Items and Workflow to Automatically Renew All Agreement Line Items for more information.

Renewal terms for a line item are as follows:

• Start date (required)
• End date (required)
• Price adjustments
• Charge adjustments
• Use plan

NOTE:  Agreement line items are renewed using the Line Items view > Renewal Escalator subview only, and are not affected by fields in the Financials view.

To automatically renew agreement line items using a repeating component job

1. Navigate to the Administration - Server Management screen > Jobs view.
2. In the Jobs list, create a new Job record.
3. In the Component/Job field, select Workflow Process Manager.
4. Enter the desired Repeat Interval and Repeat Unit in the Job Detail view.

   For example, a Repeat Unit of Weeks and a Repeat Interval of 1 would run the renewal process on a weekly basis.

5. Scroll down to the Job Parameters list and create a new parameter record.
6. In the Name field, select Workflow Process Name, and in the Value field, enter FS - Agreement Renewal Item or FS - Agreement Renewal All.
7. Click the Start button in the Jobs list.

   TIP:   It is recommended that you set up the schedule to first query for all agreements that are about to expire in 15, 30, or 60 days. Then, run the renewal workflow for that agreement line item with the current day specified. It is also recommended that an activity should be created for the sales or service team to follow up with the account for renewal.

To define the renewal terms of a line item

1. Navigate to the Agreements screen > Line Items view.
2. Drill down on a selected line item record and click the Renewal Escalator view tab.
3. Create a new record and complete the fields as appropriate. See Renewal Escalator Subview for more information.

   Adjustment types are described in the following table.