Expiring Customer Contracts

Form ID: (CT401000)

On this form, you can view contracts that will expire soon, as well as auto-renewable contracts (those that have the Mass Renewal check box selected). Contracts may be selected by customer class, contract template, and expiration period.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You use the elements in this area to specify the criteria for selecting contracts.

Table 1. Expiration Window Section
Element Description
Start Date The start date of the date range for which you want to display contracts.
End Date The end date of the date range for which you want to display contracts.
Table 2. Selection Area Section
Element Description
Show Contracts Available for Mass Renewal A check box that you select to include the auto-renewable contracts that will expire during the specified date range. This check box is selected by default.
Customer Class

The class of the customers with similar settings. Leave the box blank to show information on all classes.

The list of classes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true:
  • The Restrict Visibility To box is empty for the customer class—that is, the visibility of the customer class is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer class, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Contract Template A contract template used for contracts with similar settings. Leave the box blank to show information on all templates.

Table

This table contains the list of contracts matching the criteria set in the Selection area. You can select a contract and view its details.

Table 3. Table Columns
Column Description
Contract ID The contract's ID.
Description A description of the contract.
Contract Template The template used for the contract.
Contract Type The type of contract.
Customer The customer associated with the contract, by ID.
Customer Name The name of the customer.
Status The status of the contract.
Setup Date The date of the contract setup.
Expiration Date The date when the contract expires.
Mass Renewal A check box that indicates (if selected) that the contract is available for mass processing and is to be displayed on the Renew Contracts form.
Last Billing Date The date of the most recent billing for the contract.
Next Billing Date The date of the next billing for the contract.