Review contract renewal details
Review the renewal details after completing all the details of a contract by using the Renewal confirmation task. You can then either approve them or mark the details for further review.
始める前に
Role required: asset, contract_manager
このタスクについて
This task must be completed before the contract renewal request is eligible for approval.
手順
- On the Contract Renewal Request Line form, select the Renewal confirmation task number.
- On the Contract Renewal Task form, verify the renewal details.
- オプション: Review the list of entitlements in the draft contract by accessing the Planned Entitlements tab.
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Determine whether to close this task.
Result of review Action The details are accurate Select Yes.
The details are not accurate - Select No.
- On the Renewal confirmation task form, navigate to the contract by clicking the preview icon next to the Renewal contract field.
- Update the contract details as necessary.
- Navigate to the Renewal confirmation task form.
- Select Yes.
- Select Close Task.
タスクの結果
When you have closed the task, the Contract Renewal Request Line processing is complete because all the contract renewal tasks are closed. The stage of the Contract Renewal Request Line is set to Awaiting approval. After all the Contract Renewal Request Lines are processed for a contract renewal request, the Approval task is created under Contract Renewal Requests.