Renew Now: Batch Process

Software Vertical Contract Renewals supports bulk renewal of contracts.

First, you need to create a saved search that defines the contracts to be renewed. The saved search must be Contract type and set to Public. Then, you can select this saved search on the Renew Now: Batch Process page to process the bulk renewal of contracts.

By default, only users with an administrator role have access to the Renew Now: Batch Process page. Administrators can edit the Renew Now: Batch Process script deployment record to give access to other roles who will perform bulk renewals.

To set up the roles for Renew Now: Batch Process:

1. Using an Administrator role, go to Customization > Scripting > Scripts.

2. Click the plus icon on the Filters to expand, and select Suitelet in the Type field.

3. Look for SWE R05 Renew Now Batch Process, and click the Deployments link.

4. Click the Edit link for customdeploy_swe_r05_batch_renew_now.

5. On the Audience subtab, select the roles that will perform batch processing of renewals in the Roles field. Users with the roles that you selected in this field will have access to the Renew Now: Batch Process page. To select multiple roles, hold down the CTRL key on your keyboard while clicking each role.

6. Click Save.

Note:

Starting April 2024, roles that use the Renew Now: Batch Process custom record must be added to the Permissions subtab of the custom record, with access level specified. This should be done as compliance to systemwide security guidelines; otherwise, your roles won't have access to the custom record.

To renew contracts by bulk:

1. Create a contract saved search that defines the list of contracts that you want to renew.

   1. Go to Lists > Search > Saved Search > New.

   2. Select Contract.

   3. On the saved search definition page, enter a title for the contract saved search and check the Public box.

   4. On the Criteria subtab, specify the criteria for the contracts that you want to renew.

   5. On the Results subtab, set the Sort By field to ID and keep the Descending box cleared.

   6. Click Preview to preview the list of contracts that will be processed for renewal based on the criteria that you specified for this saved search. Review the list of contracts. Click Return to Criteria to modify the search criteria or to save the contract search.

   7. When you're done setting the criteria for the saved search, click Save.

   For more information about defining a saved search, see Defining a Saved Search.

2. Go to Contract Renewals > Renewals Automation > Renew Now: Batch Process.

3. On the Renew Now: Batch Process page, select the contract saved search that you created. The Saved Search field shows only Contract type saved searches that are set to Public.

4. Click Submit.

   A message appears at the top of the page to confirm the status of the bulk renewal. If your role permits, you can click the link on the confirmation message or go to Customization > Script > Scheduled Script Status to check the status of the renewal script.

   For information about the contracts processed, check the script execution logs.

General Notices