Renew Contracts

Form ID: (CT502000)

You can use this form to view the renewable contracts that will expire soon, as well as to renew contracts.

If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, an invoice to the contract's bill-to customer is created according to the following rules:

  • If a shipping branch is specified for the contract in the Shipping Branch box (Summary tab) of the Customer Contracts (CT301000) form, when you are renewing a contract with creating an invoice on the current form, the system will create an invoice by using this shipping branch as the originating branch and using the base currency of the shipping branch.
  • If no shipping branch is specified in the contract settings, the system will copy the current branch to the created invoice. If the base currency of the current branch differs from the base currency of the bill-to customer, the contract will not be renewed, and the system will display an error message.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Initiates the renewal of the contracts you have selected in the table.
Process All Initiates the renewal of all the listed contracts in the table.

Selection Area

You use the elements in this area to specify the renewal date and the criteria for selecting contracts to be listed in the table (and possibly included in the renewal process). You can select contracts by the customer class and the contract template.

Element Description
Renewal Date The date when the invoice will be issued for the renewal fee (if any).
Customer Class

The customer class for which contracts will be listed. Leave the box blank to view contracts in 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 The contract template that the contracts to be listed were based on. Leave the box blank to view contracts based on all templates.

Table

This table contains the list of contracts matching the criteria in the Selection area. You can select any listed contract and view its details before renewing it. To select some of the contracts for renewal, select the corresponding check boxes and click Process. To renew all the listed contracts, click Process All.

Table 1. Table Columns

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column Description
Included An unlabeled check box you can select to include the contract in the renewal processing if you click Process.
Contract ID The contract by its ID.
Description A description of the contract.
Contract Template The template used for the contract.
Contract Type The type of contract, which is one of the following options: Renewable or Expiring.
Customer ID The customer associated with the contract.
Customer Name The name of the customer.
Status The status of the contract.
Setup Date The setup date of the contract.
Expiration Date The date when the contract expires.
Last Billing Date The most recent billing date for the contract.
Next Billing Date The next billing date for the contract.