Siebel Partner Relationship Management Administration Guide > Working with Partner Programs > Partner Program Administration >

Partner Program Membership Renewal

Partners can use the Partner Portal to apply to renew their membership during the renewal period.

When the renewal period begins, you should send an email to the partner saying they must apply to renew their membership; you can set up a workflow to send this email automatically, as described in Notifying Partner of Application Approval by Email. The member has until the Renewal End Date to renew the membership. The partner remains a full member of the program until the Renewal End Date.

The partner applies for renewal on the Program Membership view of the Partner Portal, by selecting the appropriate membership record and clicking the Renew button.

When the partner applies for renewal, the application creates a new Activity record for the partner of the type Renewal Application.

If this is a program whose applications must be approved manually, the partner administrator at the brand owner company should look at the activity records regularly to see if there are any new activities of the type Renewal Application. If there are, the partner administrator should review and approve these applications in the inbox, as described in Process of Reviewing Applications to Partner Programs.

When membership expires or is terminated, the status of agreement line items is automatically changed, so partners no longer have the entitlements that they had as members of the program. When the application renewal is approved, the agreement line items for the renewed membership are added based on the agreement line items in the previous membership for the partner program, updated so they are effective during the begin and end dates of the partner's new membership.

The Member Status field in the Partner Programs > Program Members Administration view changes automatically. It can have the following values:

• Current Member. This value is automatically set when the partner is added to the Partner Program as a member. The Agreement Line Item Status field is automatically set to Current.
• Expired. This value is automatically set when the Renewal End Date of the Member record has passed. The Agreement Line Item Status field is automatically set to Expired. Any Entitlements based on the Partner Program Entitlement Templates have the End Date automatically set to the system date.
• Approved Member. This value is automatically set if the renewal is approved but original membership has not expired yet. After the original membership has expired, the status changes to Current Member.
• In Grace Period. This value is automatically set when the Membership End Date of the Member record has passed, but the Renewal End Date has not passed, meaning that membership has expired but there is still time to renew. There is no affect on Agreement Line Item Status.
• Terminated. This value is automatically set when the user clicks the Remove From Program button in the Mass Update view. The Agreement Line Item Status is automatically set to Cancelled.

NOTE:  If the Partner Program end date passes, a workflow sets the Partner Program Status to Inactive, but there are not automatic changes to the Agreement Line Item Status field. If you want the Agreement Line Item Status to change automatically, you must configure this workflow.