Skip to main content

Hello,

is there a way to increase the duration of an existing customer contract without getting a new for new contract?

I followed the alliance contract PDF instruction. but when using this, a new contract with new id is created, this i want to avoid.

I also tried to change date in Expiraton Date and also via API, but both is giving error message:

Error Message:: You selected an Expiration Date that exceeds the length of the original contract.  The new Expiration Date should fall between the contract Start Date and the current Expiration Date.

 

 

Thanks a lot for your replies.

Regards

Torsten

 

 

Hi,

I am using V14.5 but should be the same.  If you use the renewal process but chose “Extend Contract” then you can set how many days to extend by and it will not create a new contract or change the Contract ID, just add those days to the expiry.  It only works on contracts with full years though, will not work if your contract is 13 months already for example.  In that case I usually reduce the expiry back to 12 months first, then extend.

Also, you could use “Grace Days” to allow a contract to be used after it has expired, just add the number of days it can still be used

I agree with Chris… extend the contract… make sure you do not select create quotation which then will end up with a different contract number.

 

Damned, that was too easy! :smiley::thumbsup:

 

Thanks a lot, guys! 

Reply


Terms & ConditionsCookie settings