General
General · 21 fields · 20 with a value · 1 empty
- Altnamealtname
- Manage Contract Renewals
- Baserecordtypebaserecordtype
- customrecord_ns_imp_req_module
- Customformcustomform
- Module Form
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 8/2/2018 11:38 am
- Linenumberlinenumber
- 157
- Module descriptioncustrecord_ns_imp_module_description
- The Contract Renewals module enables management of renewable products and services as well as non-renewable items like training and consulting. In addition, maintenance and support fees can be applied and included in the renewal contract. This functionality requires the Recurring Billing module. A flexible, automated renewal process generates a transaction at the end of a contract term that is, in turn, used to generate the renewal contract. This new contract includes items that has been set as renewable, such as products and module licenses, user licenses (or seats), and support and maintenance entitlements. One-time, non-renewable items like training and consulting are not typically renewed. Prior to the end of the contract term, a renewal transaction is generated based on your setting for the Transaction Type to Create preference. When saved and billed, this order generates a new contract that includes the items from the customer's install base that are configured as renewable. If channel management is used, fields on customer records track indirect sales relationships (including resellers and distributors), a single renewal transaction is generated for each combination of End User and Bill To Customer. Upsell and Returns During the term of a contract, changes are made by entering sales orders for additional items (upsell) or by issuing returns (down sell). Items added to a contract must have start and end dates within the contract term. To add items that extend beyond the existing contracts start and end dates, separate contracts are entered. If the customer reduces their service during the contract term, you create a return authorization tied to the contract. These items are then offset from the contract and are not renewed. Generate Renewal A series of global preferences determine how and when a renewal transaction is generated within the process. A renewal can be generated based on a configured number of days before renewal, into one of four transactions types (Opportunity, Sales Quote, Order or Invoice. Contract Renewals Preferences A series of global preferences determines how and when a renewal transaction is generated within the process. A renewal can be generated based on a configured number of days before renewal, into one of four transactions types (Opportunity, Sales Quote, Order or Invoice).
- Module processcustrecord_ns_imp_module_process
- 6 Order to Cash / Return to Credit
- Namename
- 6.15
- Ownerowner
- Mihir Bhatnagar
- Owneridownerid
- 7
- Recordidrecordid
- 153
- Rectyperectype
- Module
- Rectype 242 1695 maxnkeyrectype_242_1695_maxnkey
- 258
- Scriptidscriptid
- value_54299_t1247005_702
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 242
- Templatestoredtemplatestored
- No
- Typetype
- custrecordentry
- Versionversion
- 3
No value 1
- Parent modulecustrecord_ns_imp_parent_module
- —
System & IDs
System & IDs · 12 fields · 7 with a value · 5 empty
- Customform refidcustomform_refid
- 102
- Entryformquerystringentryformquerystring
- rectype=242&e=T&id=153
- Idid
- 153
- InternalIdInternalId
- 153
- Module process refidcustrecord_ns_imp_module_process_refid
- 6
- Owner refidowner_refid
- 7
- Rectype refidrectype_refid
- 242
No value 5
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Parent module refidcustrecord_ns_imp_parent_module_refid
- —
- Selectedtabselectedtab
- —
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