Renew a contract

Can I do this task?

You can renew any invoiced contracts, including those that have expired. You can work in unexpired contracts as drafts, but they cannot be renewed until they expire. Renewed contracts have the same contract ID as the expired contract.

  1. In the Navigation Pane, click Service, and then click Contracts.
  2. In the View list, click Expired Contracts.
  3. In the list of contracts, open the expired or invoiced contract you want to renew.
  4. In the contract form, on the Actions Action menu button menu, click Renew Contract.
  5. If you do not want to include canceled contract lines, in the Renew Contract dialog box, clear the Include canceled contract lines check box, and then click OK.
  6. A copy of the contract is made and the status is set to either Draft for copies of expired contracts or Invoiced for copies of invoiced contracts. The start date is set for one day after the existing contract expires.
  7. Make any changes that are necessary. If the originating contract has already expired, you will need to invoice this contract.
  8. Click Save or Save and Close.

Related Topics

Work with Contracts

Creating Contract Templates

Managing Communication Activities

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