Renewable Umbrella Agreements

When defining your umbrella agreement types, you must determine if umbrella agreements of this type are renewable. If so, you must set the renewal flag on the UA type to Renewable and determine the number of days prior to the end date of the umbrella agreement that the renewal process should start.

In addition, you must decide on your renewal procedure and design an appropriate renewal algorithm. You may use one of the sample renewal algorithms provided by the system.

• The sample algorithm URNW-TD creates a To Do entry. Using this algorithm you can direct the To Do entry to an appropriate role to determine if the umbrella agreement should be renewed. If the umbrella agreement is associated with an account management group, the To Do entry could be assigned to a role defined for that AMG.
• The sample algorithm URNW-CA creates a case. Using this algorithm you can create an appropriate case to help track the steps required for renewing an umbrella agreement.

If the base algorithms do not provide the logic your organization needs, you may create a new algorithm.