Renew multiple child contracts

Renew multiple child contracts under the parent contract by using the Contract selection task.

Antes de Iniciar

Role required: contract_system_admin, asset, or contract_manager

Por Que e Quando Desempenhar Esta Tarefa

This task is created only when the contract that you want to renew has valid child contracts supported by the contract renewal workflow that are not already renewed or in draft state.

Procedimento

1. On the Contract form, select the Contract Renewal Requests tab in the Related Links section to view the list of contract renewal requests.
2. Select a renewal request.
3. View all the child contracts linked to the selected contract by selecting the Renewal contracts tab on the Contract Renewal Task form.
4. Indicate the child contracts you want to renew.
   1. Open the record by selecting the preview icon besides a child contract.
   2. Choose whether to include child contracts for renewal by entering Yes or No in the Renewal Decision field.
      You must provide a value for the Renewal decision field for each child contract.
5. Select Update.
   The Renewal decision column in the Renewal contracts tab displays your decision.
6. Select Close Task.

Resultado

The contract renewal request lines for parent and child contracts are listed in the Contract Renewal Request Lines tab. Each contract request line has its own flow of tasks.

O que Fazer Depois

Supply contract renewal information