Review contract renewal details

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: asset, contract_manager

    About this task

    This task must be completed before the contract renewal request is eligible for approval.

    Procedure

    1. On the Contract Renewal Request Line form, select the Renewal confirmation task number.
    2. On the Contract Renewal Task form, verify the renewal details.
    3. Optional: Review the list of entitlements in the draft contract by accessing the Planned Entitlements tab.
    4. Determine whether to close this task.
      Result of reviewAction
      The details are accurate

      Select Yes.
      The details are not accurate
      1. Select No.
      2. On the Renewal confirmation task form, navigate to the contract by clicking the preview icon next to the Renewal contract field.
      3. Update the contract details as necessary.
      4. Navigate to the Renewal confirmation task form.
      5. Select Yes.
    5. Select Close Task.

    Result

    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.

    What to do next

    Approve or reject a contract renewal request