Agreement Renewal Processing
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Select Agreements > Renewal Processing | |||
Overview | |||
Use this feature to create agreement renewal invoices. | |||
• Mark the All radio button to process all agreements based on a cut-off date. | |||
• Mark the Selected radio button to use the filter fields to select the agreements to process. | |||
• Use the Reset Grid to update the grid based on different search paramters. | |||
• Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
• Set the invoice date using the Invoice Date field. | |||
• Set the starting invoice number using the Next Invoice number field. | |||
• Filter by Agreement Type | |||
• Filter by Customer Number | |||
• Filter by Agreement Number | |||
• Users can override the agreement settings during the renewal process. | |||
• Renew as a Fixed amount or a Percentage amount. | |||
Override Fields | |||
Change Percent | Renew As | Renewal Text | Renewal Months |