Managing Contracts
Read the following topics for information about managing contract records.
The following table shows which actions are applicable to a contract based on its current status. For information about contract states, see Contract Workflow.
Contract Status |
Available Actions (Contract Record Buttons) |
||||
---|---|---|---|---|---|
Edit |
Upsell1 (Edit Mode) |
Downsell1 (Edit Mode) |
Renew Now (View Mode) |
Cancel Contract (View/Edit Mode) |
|
Pending |
Yes |
Yes |
Yes |
No |
Yes |
Active |
Yes |
Yes |
Yes |
Yes |
Yes |
Renewal Generated |
Yes |
Yes |
Yes |
No |
No |
Renewal Processed |
Yes |
Yes |
Yes |
No |
No |
Renewal Rejected |
Yes |
Yes |
Yes |
Yes2 |
Yes |
Canceled |
No |
No |
No |
No |
No |
Closed |
No |
No |
No |
No |
No |
1 Contract is also available for selection in the Contract field on a standalone upsell sales order or downsell RMA. 2 Contract is renewable only through the Renew Now button. Renewal rejected contracts will not be renewed by the contract renewal script (R05) or by Renew Now: Batch Process. |