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