Managing Contracts

Read the following topics for information about managing contract records.

• Viewing a Contract

• Editing a Contract

• Updating Contracts using Mass Update

• Renewing a Contract

  Editing a Renewal Transaction

• Rejecting a Renewal Transaction

• Canceling a Contract

• Closing Expired Contracts

• Contract Upsell

• Contracts and Returns

The following table shows which actions are applicable to a contract based on its current status. For information about contract states, see Contract Workflow.

Contract Status	Available Actions (Contract Record Buttons)
	Edit	Upsell1 (Edit Mode)	Downsell1 (Edit Mode)	Renew Now (View Mode)	Cancel Contract (View/Edit Mode)
Pending	Yes	Yes	Yes	No	Yes
Active	Yes	Yes	Yes	Yes	Yes
Renewal Generated	Yes	Yes	Yes	No	No
Renewal Processed	Yes	Yes	Yes	No	No
Renewal Rejected	Yes	Yes	Yes	Yes2	Yes
Canceled	No	No	No	No	No
Closed	No	No	No	No	No
1 Contract is also available for selection in the Contract field on a standalone upsell sales order or downsell RMA. 2 Contract is renewable only through the Renew Now button. Renewal rejected contracts will not be renewed by the contract renewal script (R05) or by Renew Now: Batch Process.

General Notices