Renewals

When a contract was created and the Renewable? flag was ticked then when the contract period hits the Critical date then the contract will be listed in this screen.

By default the screen displays All contracts that are ready to renew. Mine will show only contracts where the user is listed in the Owners list for the contract.

With the contract highlighted click on Prepare renewal to start the renewal process that will take the user to the contract details.

If the user is happy for this contract to be renewed then in the Duration + terms tab click on the Ready to Renew flag and that will move this contract from the renewals screen to the Ready to Renew screen for the Rights department to review and update.

A contract will appear on this screen:

the Status is not cancelled

the End date is within 6 months

the renewable flag is Y

contract period is not renewed

Status!= cancelled

End date within 6 months

renewable= Y

Not renewed contract period

Contract period day after day

ready to renew not ticked