Advanced Contracts - Updates

The user can add new items while renewing the contract via the advanced contract plugin.

The user should:

1. Go to the renewal section of the selected contract (admin or customer portal).


2. Select the product and select Yes to add new items


3. Select the new item from the list and relevant options.


4. Click on Add button to add the items against the contract on renewal process.

There are new dynamic fields that can be used for contracts notifications. These dynamic fields relate to the user address.  

1. Go to Contracts tab -> Action -> Send Notification


2. Filter and select the contracts


3. Scroll to the message creation region and the new dynamic fields are listed as below. These can be used in the message body

Note – These dynamic fields will populate the user’s primary address only.

The admin user can now define if a particular item is mandatory for advanced contract renewal.

1. Go to Administration -> Contracts -> Template -> Template detail -> Price


2. Select the product


3. Select Yes against Item mandatory for renew?


4. Once configured the contract cannot be renewed without selecting this product.

The administrator can define actual start date for renewal of advanced contracts similar to the contract creation actual date

1. Go to Administration -> Contracts -> Template -> Template detail -> Price


2. Select the product

Select the required option against actual start date on renewal
- Creation date : Refers to the date when contract is renewed
- Creation date + n : Refers to the renewal date + specified number of days (n=1 by default)
- Specific date : Refers to any chosen date
- End of current item + n : Refers to the current end date + specified number of days (n=1 by default)

Note – The renewal date will be applicable for the selected product only and not to the whole contract template. Also, the ‘Actual start date of creation’ is moved from template detail to pricing page and is applicable to the selected product only.