Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Answered

Contract Admin Auto renew

Posted on by Microsoft Employee

Can you Auto renew a contract and keep the same contract number?

Categories:
  • Verified answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Contract Admin Auto renew

    Yes.

    Below are information from help file.

    Also there are options available in Contract setup window for Auto renew contract number and reuse same number.

    Automatically renew contract documents

    Setting up documents for automatic renewal ensures that all invoices and revenue recognition have been completed for the contract. It also ensures that the information in the renewal window is used to create the new contract. Canceled contract lines are not copied over to the new contract.

    You can set up a document for automatic renewal by following the transfer process or by renewing the contract using the Contract Move Routine window. For more information, see Move or renew contract documents.

    When the last invoice for the contract is billed and the Run AutoRenew routine check box is selected, the contract is renewed automatically based on the information in the renewal window.

    You also can use the Auto–Renew routine separately from Contract Billing (Field Service > Utilities > Field Service > Service Utilities > Auto Renew Contracts). Enter a due date and select an option, then click Process.

    1. Open the Contract Renewal window.
      Field Service > Transactions > Contract Administration > Contract Entry/Update > Renewal button
    2. Select the Auto Renew Contract option.
    3. Specify any other renewal options.
    4. Click OK.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans