1. Field Service Guide
  2. Setting Up Renewal for Agreements

Setting Up Renewal for Agreements

Users can manually renew agreement line items by entering a current or previous day in the Start Date field and then clicking the Renewal button. For more information, see Renewing Line Items for Agreements (End User).

Note: You renew agreement line items only in the Renewal Escalator view in the Line Items view of the Agreements screen. The fields in the Financials view do not affect renewal of agreement line items.

You can use workflows to automatically renew agreement line items. You can use the FS - Agreement Renewal Item workflow and the FS - Agreement Renewal All workflow to set up a repeating component job to automatically renew agreement line items for predefined time periods. For example, a workflow process can run daily to find any start dates equal to the current date, and then automatically renew the line items. For more information, see FS - Agreement Renewal Item Workflow and FS - Agreement Renewal All Workflow.

Renewal terms for an agreement line item follow:

  • Start date (required)

  • End date (required)

  • Price adjustments

  • Charge adjustments

  • Use plan

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 the agreement line items for the current day. It is also recommended that you create an activity for the sales or service team to follow up with the account for renewal.

This task is a step in Roadmap for Administering Agreements.

To set up renewal for agreements

  1. Navigate to the Administration - Server Management screen, then the 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 appropriate Repeat Interval and Repeat Unit in the Job Detail view.

    For example, a Repeat Unit of Weeks and a Repeat Interval of 1 runs 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 Start in the Jobs list.