Setting Up Renewal Reasons
Use Renewal Reasons to define the renewal QuickCodes. These QuickCodes explain the reason for renewals of service programs. When a service program is renewed, renew is the default renewal reason code unless specified otherwise. An example of a renewal reason Code is "expired". The Meaning is "service has expired". A Description is "the period of service coverage has expired".
To define renewal reasons:
1. Navigate to the Renew Service Reason QuickCodes window.
2. Enter a descriptive Code that explains the reason for renewal.
3. Enter a Meaning. The meaning is a short summary of the renewal reason.
4. Enter a Description. The description is a full explanation of the renewal reason.
5. Optionally check Enabled to implement the new renewal reason.
6. Optionally enter Effective From and To Dates. If you choose to leave the dates blank, date restrictions are not set on the renewal reason.
