Rejecting a Renewal Transaction

On the scheduled run of the contract renewal script (R05), a renewal transaction is automatically generated for a contract when its target renewal date is earlier than or equal to the current date. You can also manually generate a renewal transaction for specific contracts on demand using the Renew Now feature. For information about generating renewal transactions, see Renewing a Contract.

You can reject a renewal transaction if you do not want to process the renewal of a specific contract. When you reject a renewal transaction, the status of the contract changes from Renewal Generated to Renewal Rejected. For information about contract states, see Contract Workflow.

The Reject Renewal button is available on a renewal opportunity, estimate (quote), or sales order (in Pending Approval status) when the following conditions are true:

• The preceding contract where the renewal transaction is generated from has a status of Renewal Generated.

• The renewal transaction has no renewal contract yet, or has a renewal contract in Pending status (that is, contract items are not yet created for the renewal contract).

To reject a renewal transaction:

1. Open the renewal transaction record that you want to reject in view or edit mode.

   • From the Opportunities list page: Go to Transactions > Sales > Create Opportunities > List.

   • From the Estimates list page: Go to Transactions > Sales > Prepare Estimates > List.

   • From the Sales Orders list page: Go to Transactions > Sales > Enter Sales Orders > List.

   • From the contract record: Go to Contract Renewals > View Records > Contract. Click the View link for the contract that you want to reject the renewal transaction for. On the contract record, click the link in the Renewal Transaction field to open the renewal transaction.

2. On the renewal transaction, click the Reject Renewal button.

3. On the pop-up window, enter the reason why you are rejecting the renewal transaction in the Reason field.

4. Click OK to continue with the renewal rejection.

When you reject a renewal transaction, the status of the preceding contract where the renewal transaction is generated from changes to Renewal Rejected. If a renewal contract has been created before the transaction is rejected, the pending renewal contract is canceled (that is, the status of the renewal contract changes from Pending to Canceled).

Rejected renewal contracts will not be processed by the contract renewal script (R05). However, if you want to renew the contract again, you can click the Renew Now button on the contract record to generate a new renewal transaction. When you click this button, the status of the contract changes from Renewal Rejected to Renewal Generated. For information about the Renew Now feature, see Renewing a Contract.

Renewal rejected contracts can still be processed for upsell or downsell. You can perform a contract upsell or downsell by clicking the Create Upsell Order or Create Downsell RMA button on contract edit mode, or by creating a standalone sales order or return authorization. For more information, see Contract Upsell and Contracts and Returns.

For information about contract states and processes, see Contract Workflow and Managing Contracts.

General Notices