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Renewing object agreements
Renewing object agreements
To renew an object agreement, you can either:
- renew the object agreement manually by changing the required fields
- auto-renew the object agreement for the number of months specified in the Agreement Months field.
Renewing object agreements manually
To renew object agreements manually:
- Select Module > Objects > Object Agreement Maintenance.
The Set Object Agreement Maintenance Search Criteria window is displayed. - Search for the object agreement you want to renew.
The Details tab of the Object Agreement Maintenance window is displayed. - Update the:
• Current Agreement Date
• Agreement Months (if required)
• Last Renewed Date.
See Object Agreement Maintenance - Details tab. - Click
The object agreement is renewed. .
Renewing object agreements using the Auto Renew button
- Select Module > Objects > Object Agreement Maintenance from the main menu.
The Set Object Agreement Maintenance Search Criteria window is displayed. - Search for the object agreement you want to renew.
The Details tab of the Object Agreement Maintenance window is displayed. - Click
A confirmation window is displayed. . - Click
The Current Agreement Date and Last Renewed Date are updated and the object agreement is renewed. .
, multiple selections available,
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