Confirm contract renewal in Employee Center

As a business owner or shopper, confirm whether the expiring contract needs to be renewed.

Before you begin

Role required: sn_shop.shopper

About this task

After a pipeline project is created from an expiring contract, a sourcing task is automatically assigned to the business owner or shopper. This task prompts them to confirm whether the expiring product or service is still needed. Based on their selection, the system either cancels the project or duplicates a sourcing request.

Procedure

1. Navigate to All > Employee Center.
2. Select My Tasks.
   The form displays the Open and Completed tabs.

   The Open tab lists all to-dos that have not been completed.

3. On the Open tab, select the contract renewal task.
   
4. In the Do you want to renew this contract section, select one of the following options:
   • Renew this contract: The following occurs when you select this option:
     • Details from the previous request are displayed, with an option to update delivery information.
     • After the shopper selects Submit, a new sourcing request is created by duplicating the original request linked to the expiring contract.
     • Task completion is recorded in the Work notes of the pipeline project.
     • The new request is linked to the active pipeline project and appears under the Overview tab and in the Sourcing related list on the pipeline project record.
   • Do not renew: The following occurs when you select this option:
     • A mandatory Close notes text box is displayed.
     • The shopper enters the reason for non-renewal.
     • After the shopper selects Submit, the comments are saved to the Close notes field of the pipeline project and the Work Notes section.
     • The pipeline project is canceled.
5. Select Submit.