Renewing Contract

You can renew a service contract once the active period has expired. The active period needs to be specified in order to renew the contract.

To renew a service contract,

1. Click Contracts tab in the header pane to open the Contract list view page.

2. Select the filter option from Contract Views block say, all expired contracts or contracts expiring in next 30 days.

3. Click the Contract Name you wish to renew.

4. From the contract details page, click Renew button to renew the contract rules.

5. Specify the Active Period (Start date and End date) of the contract using the calender icon . If the End date is not specified then the contract is active for ever. This field is mandatory.

6. You can renew the contract for the same products or you can select other products from the drop down. If you are creating contracts for all the products then choose the All Requests raised by this Account option under the Apply Contract to field. Or, if you are creating contracts for particular products then choose the Products option. The Search Products section is displayed from where you need to search products by entering the search keyword in the search field.

7. To move the products to the Selected Products block, select the product and click >> Assign button. You can also select all the products by selecting Select All check box.

8. Click Apply button.

9. Enter a brief Description about the contract.

10. Under the Support Plan details block, if the support type selected is 'Incident Based', you can modify the Hourly Rates, Total Cost, and No. of Incidents.
    
    If the support type selected is 'Hour Based', you can modify the Hourly Rates, Total Cost, and No. of Hours.

11. You can select the required Support Services, or you can Add New Service to the list.

12. To attach any relevant file to the contract,

    1. Click Attach to open Add/Remove Attachment window.

    2. Click Browse to locate the file.

    3. Click Attach. The file is attached along with its size.  

    4. Click Done to close the page. The File attached field consists of the name of the file attached.

13. You can notify users before the contract expires by select Enable Notification check box. The Available Users list is displayed from which you need to select users and move them to Selected Users list by clicking >> button.

14. Specify the days before which the user has to be notified of the contract expiry in the Notify before field.

15. You also have an option to specify the hours before which the user has to be notified of the contract expiry in the Notify before field.

16. Save the details. The contract is renewed and listed under the Renewals tab.