Setting Initial Renewals Preferences

After you've created the zero price item, go to Contract Renewals > Setup > Contract Renewals Preferences. Click Edit to set these preferences:

• On the Contract Items Creation subtab, set these preferences if you want to use a custom saved search to define the list of transactions that will be processed for contract item creation.

  • Check the Use CI Pending Creation Search box.

  • In the Search: CI Pending Creation field, specify the custom saved search that you want to use for contract item creation. For more information, see Using a Custom Saved Search for Contract Item Creation.

  Note:

  If you don't want to use a custom saved search, keep the Use CI Pending Creation Search box cleared. If this box is cleared, the contract item creation script (R03) will use its default search to identify the transactions to be processed for contract item creation.

• On the Contract Renewals Creation subtab:

  • Set the Default Renewal Form ID field to Sales Order - Contract Renewals.

  • In the Zero Dollar Item field, select the zero-price item you created in the previous section. See Creating a Zero Price Item.

  • In the Assign to Employee/Default field, select an employee who has been marked as a sales rep.

• On the Item 'Renew With' Sync subtab:

  Set the Contract Item Search field to Contract Item Renew With Sync.

For more information about these preferences, see Setting Up Contract Renewals Preferences.

General Notices