SM Agreement Renewal Form
Use the SM Agreement Renewal form to create, edit, and activate renewals for multiple agreements.
Using selected criteria, you filter the agreements you want to renew. If you selected the Auto Renew check box selected for an agreement's type, you can select to show only those agreements. Once you have filtered agreements, you can then create renewals, edit pricing and renewal information, and then activate the renewals, all from within this form.
- The agreement cannot have an existing renewal quote. If one exists, the agreement will not display in this form.
- The agreement cannot have a pending amendment. If one exists, it displays in the grid, but you must either delete or activate the amendment (using the Edit Agreement button) before you can create renewal quote.
Updates to Pricing and Billing/Amortization Schedules
Multiple Renewal Activation
The system handles activation of multiple renewals in the same manner as when activating individual agreements via SM Agreements. The activation process checks for missing or incorrect information, such as overlapping term dates, missing task schedules, and so forth. If any missing or incorrect information is found, those agreements are skipped and will be listed after the process is complete, along with information about what is missing or incorrect. Agreements that were not activated will remain in the grid so that you can access them to make the necessary changes. All agreements that were successfully activated will be cleared from the grid.