Contracts - Revision history

Dina at 08:05, 8 July 2020

2020-07-08T08:05:23Z

← Older revision		Revision as of 08:05, 8 July 2020
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	{{Usermanualbilling}}		{{Usermanualbilling}}

	A '''Contract''' in ~~CommitCRM~~ defines the service agreement with your customer, which helps you manage the way you charge your customer for services and track the status of the agreement. Each Contract is always related to an Account.		A '''Contract''' in RangerMSP defines the service agreement with your customer, which helps you manage the way you charge your customer for services and track the status of the agreement. Each Contract is always related to an Account.


	__TOC__		__TOC__

	~~CommitCRM~~ Contracts are categorized according to their type:		RangerMSP Contracts are categorized according to their type:
	*Global		*Global
	*Block of Time		*Block of Time
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	The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.		The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.

	~~CommitCRM~~ automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#Tracking_the_Contract_Status\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.		RangerMSP automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#Tracking_the_Contract_Status\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.

	Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). ~~CommitCRM~~ automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.		Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). RangerMSP automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.

	Note that using Contracts is '''optional''', and should only be used if needed – see the next section, [[Contracts#When to use Contracts\|When to use Contracts]].		Note that using Contracts is '''optional''', and should only be used if needed – see the next section, [[Contracts#When to use Contracts\|When to use Contracts]].
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	== When to use Contracts ==		== When to use Contracts ==
	Contracts are '''optional'''. ~~CommitCRM~~ Contracts are useful for managing your service contracts and tracking their statuses in the following cases:		Contracts are '''optional'''. RangerMSP Contracts are useful for managing your service contracts and tracking their statuses in the following cases:

	#You have a '''service agreement''' which needs a Contract (for example a Block of Time contract, a Block of Money contract, etc.)		#You have a '''service agreement''' which needs a Contract (for example a Block of Time contract, a Block of Money contract, etc.)
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	\|-		\|-
	\| Linked Activity Template		\| Linked Activity Template
	\| Each contract in the ~~CommitCRM~~ system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned. See the [[Activity Templates]] user guide for more details.		\| Each contract in the RangerMSP system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned. See the [[Activity Templates]] user guide for more details.
	\|-		\|-
	\| Used x out of y		\| Used x out of y
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	\|-		\|-
	\| Contract-Price Charges		\| Contract-Price Charges
	\| The Contract Price allows you to define charges which are the actual contract payment for the contract itself. This way you can invoice your customer for the contract from within ~~CommitCRM~~. You can read more about this in [[Contracts#Contract-Price Charges\|Contract-Price Charge]] section.		\| The Contract Price allows you to define charges which are the actual contract payment for the contract itself. This way you can invoice your customer for the contract from within RangerMSP. You can read more about this in [[Contracts#Contract-Price Charges\|Contract-Price Charge]] section.
	\|-		\|-
	\| Custom Pricing		\| Custom Pricing
	\| If you define Custom Pricing for a Contract, each time you create a Charge for this Contract, ~~CommitCRM~~ automatically pulls up the correct custom price for it. Contract's Custom Pricing replaces the Account's Custom Pricing (if defined). You can read more about this in [[Custom Pricing]] section.		\| If you define Custom Pricing for a Contract, each time you create a Charge for this Contract, RangerMSP automatically pulls up the correct custom price for it. Contract's Custom Pricing replaces the Account's Custom Pricing (if defined). You can read more about this in [[Custom Pricing]] section.
	\|}		\|}

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	==Setting up Recurring Contracts==		==Setting up Recurring Contracts==

	~~CommitCRM~~ Contracts can be configured to renew automatically.		RangerMSP Contracts can be configured to renew automatically.

	<u>Technical note</u><br>		<u>Technical note</u><br>
	Recurring Contracts are automatically renewed and created by the '~~CommitCRM~~ Server' Windows service that should be installed and running on your server.		Recurring Contracts are automatically renewed and created by the 'CRM Server' Windows service that should be installed and running on your server.
	In case you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the ~~CommitCRM~~ Server service is already installed and there is nothing more you need to do besides to create a recurring Contract.		In case you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the CRM Server service is already installed and there is nothing more you need to do besides to create a recurring Contract.
	For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].		For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].

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	Contract-price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.		Contract-price Charges provide an easy-to-use and innovative way to ensure that clients get billed for the service contracts you have signed with them, whether they are recurring contracts or ad-hoc contracts/projects.

	Contract-price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-price Charge to represent this amount ($1,000) in the ~~CommitCRM~~ system. A Contract-price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.		Contract-price Charges are used to charge for an amount agreed upon in a contract. For example, let’s say you sign a 50-hour (block-of-time) contract with a customer for a price of $1,000. You can then create a Contract-price Charge to represent this amount ($1,000) in the RangerMSP system. A Contract-price Charge only represents an amount listed for a contract—it does not represent a fee for specific work performed under a contract.

	Contract-price Charges work much like other charges in ~~CommitCRM~~: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-price Charges do not represent specific work, they do not affect the balance of a contract block. For further explanation, see [[Contract-Price Charges#Contract-Price Charges: Features\|Contract-Price Charges Features]] below.		Contract-price Charges work much like other charges in RangerMSP: they are included in reports; they can be defined as Billable; and they are included in invoices. However, since Contract-price Charges do not represent specific work, they do not affect the balance of a contract block. For further explanation, see [[Contract-Price Charges#Contract-Price Charges: Features\|Contract-Price Charges Features]] below.

	See [[Contract-Price Charges]].		See [[Contract-Price Charges]].
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	==Default SLA for Contracts==		==Default SLA for Contracts==
	The SLA feature in ~~CommitCRM~~ helps you provide services to your customers within the time frame agreed with them. It provides an easy way to define the time-to-deliver of your Service-Level Agreements (SLA) with the customer and apply them to Tickets Due Date automatically.		The SLA feature in RangerMSP helps you provide services to your customers within the time frame agreed with them. It provides an easy way to define the time-to-deliver of your Service-Level Agreements (SLA) with the customer and apply them to Tickets Due Date automatically.

	A default SLA can be set to Accounts or Contracts, thus automatically applied to Tickets created under the Account or Contract.		A default SLA can be set to Accounts or Contracts, thus automatically applied to Tickets created under the Account or Contract.
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	==Activity Templates for Contracts==		==Activity Templates for Contracts==
	Each contract in the ~~CommitCRM~~ system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.		Each contract in the RangerMSP system can be assigned a "Linked Activity Template." This template can be linked to a contract and applied whenever a user copies this contract to a new date range or creates a new contract based on the contract to which the template is assigned.


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	When no Contracts have been created for an Account, or when there are no other active Contracts, the 'Global System Contract' will be used automatically. This is a Contract that is created for each Account by default.		When no Contracts have been created for an Account, or when there are no other active Contracts, the 'Global System Contract' will be used automatically. This is a Contract that is created for each Account by default.

	Note that this is especially useful for recurring contracts (e.g. Monthly Contracts), because ~~CommitCRM~~ will use a new copy of the previous Contract (which is valid for the next date range (see [[Recurring Contracts]]). In this case, the Account will have several copies of the Contract with different date ranges. The system will only start automatically selecting the Contract with the new date ranges when the previous Contract expires.		Note that this is especially useful for recurring contracts (e.g. Monthly Contracts), because RangerMSP will use a new copy of the previous Contract (which is valid for the next date range (see [[Recurring Contracts]]). In this case, the Account will have several copies of the Contract with different date ranges. The system will only start automatically selecting the Contract with the new date ranges when the previous Contract expires.

	Note: The system does not select a [[Project_Management\|Project Contract]] if there is another active and current Contract for an Account. Project Contracts are not considered as relevant active contracts for routing billing.		Note: The system does not select a [[Project_Management\|Project Contract]] if there is another active and current Contract for an Account. Project Contracts are not considered as relevant active contracts for routing billing.
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	===Setting a Contract series as the default Contract for the Account===		===Setting a Contract series as the default Contract for the Account===
	You can set a Contract series as the default for the Account and ~~CommitCRM~~ will automatically pick the correct Contract from the series when adding new Ticket or Charges to the Account.		You can set a Contract series as the default for the Account and RangerMSP will automatically pick the correct Contract from the series when adding new Ticket or Charges to the Account.

	To manually set the default contract for an Account, open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > ''Set the selected contract series as the default contract for this account''.		To manually set the default contract for an Account, open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > ''Set the selected contract series as the default contract for this account''.
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	===Closing a Contract forcefully marked as the Default===		===Closing a Contract forcefully marked as the Default===
	~~CommitCRM~~ will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:		RangerMSP will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:
	*Go to the '''Accounts screen'''.		*Go to the '''Accounts screen'''.
	*Choose '''Select an account'''.		*Choose '''Select an account'''.

Dina at 11:02, 19 June 2020

2020-06-19T11:02:41Z

← Older revision		Revision as of 11:02, 19 June 2020
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	*[[Activity Templates]]		*[[Activity Templates]]
	*[[Contracts FAQ]]		*[[Contracts FAQ]]
	*[[Videos]]
	*[[To-do Lists]]		*[[To-do Lists]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Billing]]		[[Category:Billing]]

Dina at 18:53, 18 June 2020

2020-06-18T18:53:13Z

← Older revision		Revision as of 18:53, 18 June 2020
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	{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"		{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"

	~~\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|~~
	~~{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"~~
	~~! <h2 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h2>~~
	\|-
	\| style="color:#000;" \| <div id="mp-tfa">Learn more about the various contract types and how each can be used by watching the contract videos on [http://www.commitcrm.com/support_videos.htm#contracts our Web site.] </div>
	\|}
	\|}

	==Custom Pricing for Contracts==		==Custom Pricing for Contracts==
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	To learn more about renewing Contracts:		To learn more about renewing Contracts:
	* Learn more in the [[Recurring Contracts]] section first.		* Learn more in the [[Recurring Contracts]] section first.
	* Watch the [http://www.commitcrm.com/videos/commit_contracts_batch_copy_wizard_video.htm Copying Recurring Contracts video].
	<br><br>		<br><br>

Dina at 13:54, 22 March 2020

2020-03-22T13:54:20Z

← Older revision		Revision as of 13:54, 22 March 2020
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	Recurring Contracts are automatically renewed and created by the 'CommitCRM Server' Windows service that should be installed and running on your server.		Recurring Contracts are automatically renewed and created by the 'CommitCRM Server' Windows service that should be installed and running on your server.
	In case you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides to create a recurring Contract.		In case you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the CommitCRM Server service is already installed and there is nothing more you need to do besides to create a recurring Contract.
	For installation instructions please review the [[~~Install_CommitCRM_Server_Service~~\|Service Setup Guide]].		For installation instructions please review the [[Install Server_Service\|Service Setup Guide]].

	==Recurring Contract based on a Billing Plan==		==Recurring Contract based on a Billing Plan==

Dina at 09:45, 30 December 2018

2018-12-30T09:45:33Z

Dina at 09:30, 30 December 2018

2018-12-30T09:30:20Z

← Older revision		Revision as of 09:30, 30 December 2018
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	Click the '''New''' button to launch the New Contract wizard and select the Plan you want to based it on from the list of predefined Plans (e.g. Managed Services MSP) or create your own [[Billing Plans]] to base new Contracts on.		Click the '''New''' button to launch the New Contract wizard and select the Plan you want to based it on from the list of predefined Plans (e.g. Managed Services MSP) or create your own [[Billing Plans]] to base new Contracts on.
	<nowiki>*<nowiki>For non-recurring/one-off Contracts select a Project/One-off Plan.
			<nowiki>*</nowiki>For non-recurring/one-off Contracts select a Project/One-off Plan.

	[[File:New_contract_wizard_step1.png]]		[[File:New_contract_wizard_step1.png]]

Dina at 09:28, 30 December 2018

2018-12-30T09:28:21Z

← Older revision		Revision as of 09:28, 30 December 2018
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	Click the '''New''' button to launch the New Contract wizard and select the Plan you want to based it on from the list of predefined Plans (e.g. Managed Services MSP) or create your own [[Billing Plans]] to base new Contracts on.		Click the '''New''' button to launch the New Contract wizard and select the Plan you want to based it on from the list of predefined Plans (e.g. Managed Services MSP) or create your own [[Billing Plans]] to base new Contracts on.
	<nowiki>*For non-recurring/one-off Contracts select a Project/One-off Plan.		<nowiki>*<nowiki>For non-recurring/one-off Contracts select a Project/One-off Plan.

	[[File:New_contract_wizard_step1.png]]		[[File:New_contract_wizard_step1.png]]

Dina at 09:26, 30 December 2018

2018-12-30T09:26:51Z

Show changes

Dina: /* Forcing a Default Contract for an Account */

2018-09-06T13:13:51Z

Forcing a Default Contract for an Account

← Older revision		Revision as of 13:13, 6 September 2018
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	You can set a default Contract for an Account, which will always be used by default when adding new Tickets or Charges to the Account. This option should be used only in cases where you always want to use the selected contract. '''We do not recommend using this option unless necessary.'''		You can set a default Contract for an Account, which will always be used by default when adding new Tickets or Charges to the Account. This option should be used only in cases where you always want to use the selected contract. '''We do not recommend using this option unless necessary.'''

	To manually set the default contract for an Account, open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > 'Set selected contract as the default contract for this account'.		To manually set the default contract for an Account, open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > ''Set selected contract as the default contract for this account''.

	<br>		<br>
			[[File:Set_default_contract_for_account.png]]

			<br>

			===Setting a Contract series as the default Contract for the Account===
			You can set a Contract series as the default for the Account and CommitCRM will automatically pick the correct Contract from the series when adding new Ticket or Charges to the Account.

			To manually set the default contract for an Account, open the Accounts window, navigate to the relevant Account record, click on the Contracts tab, select the Contract you want to set as default, right-click on it > Default Contract > ''Set the selected contract series as the default contract for this account''.

			<br>
			[[File:Set_default_contract_series_for_account.png]]

			<br>

	===Closing a Contract forcefully marked as the Default===		===Closing a Contract forcefully marked as the Default===
	CommitCRM will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:		CommitCRM will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:

Dina: /* Closing A Contract Forcefully Marked as The Default */

2018-09-02T12:43:03Z

Closing A Contract Forcefully Marked as The Default

← Older revision		Revision as of 12:43, 2 September 2018
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	<br>		<br>
	===Closing A Contract ~~Forcefully Marked~~ as ~~The~~ Default===		===Closing a Contract forcefully marked as the Default===
	CommitCRM will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:		CommitCRM will not let you mark a default contract for an account as closed, since closed contracts cannot be default contracts for Accounts. In order to select a different default contract for these accounts, you will need to follow these steps:
	*Go to the '''Accounts screen'''.		*Go to the '''Accounts screen'''.

← Older revision		Revision as of 09:45, 30 December 2018
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	The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.		The Contract is created based on the [[Billing_Plans\|Billing Plan]] that defines the contract type, billing settings and pricing.

	CommitCRM automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#~~Tracking the Contract Status~~\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.		CommitCRM automatically tracks the status of a Contract according to the type selected. You can read more about contract types and their statuses in [[Contracts#Tracking_the_Contract_Status\|Tracking the Contract Status]].<br>Each Account can have one or more Contracts at a time for different purposes. For example, you can have a '''Block of Time''' service agreement for on-site support at the customer site, and also a '''Global''' Contract for phone support.

	Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.		Each Contract also has a '''Start date''' and '''End date''' which determines when the Contract is valid or expired (i.e. out of date). CommitCRM automatically selects the most valid Contract – see [[Contracts#How does the system select a Default Contract?\|How does the system choose the Contract to be used]]. To view Contracts which are about to expire, go to the Reports window, select the Contracts category and generate the 'Contract List by Type and Expiration' report.
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	Click '''Next''' to set the Contract Price and define items that reflect the price of the contract. These items will be added as [[Contract-Price Charges]] thus reflecting the contract’s total price. Such Charges are automatically added when Contracts are renewed for the next period.		Click '''Next''' to set the Contract Price and define items that reflect the price of the contract. These items will be added as [[Contract-Price Charges]] thus reflecting the contract’s total price. Such Charges are automatically added when Contracts are renewed for the next period.


	[[File:New_contract_wizard_step4.png]]		[[File:New_contract_wizard_step4.png]]
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	Click '''Finish''' to create the Contract.		Click '''Finish''' to create the Contract.


	[[File:Msp_recurring_contract_sample.png]]		[[File:Msp_recurring_contract_sample.png]]
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	Click '''Assign Plan''' link under the Contract General tab and select the Billing Plan from the list:		Click '''Assign Plan''' link under the Contract General tab and select the Billing Plan from the list:


	[[File:Assign_plan_to_contract.png]]		[[File:Assign_plan_to_contract.png]]


	==Changing the Billing Plan for Contracts==		==Changing the Billing Plan for Contracts==
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	Click the arrow to change the Plan for the Contract or unassign the Plan from the Contract:		Click the arrow to change the Plan for the Contract or unassign the Plan from the Contract:


	[[File:Change_plan_on_contract.png]]		[[File:Change_plan_on_contract.png]]
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	Select the option '''Auto Complete & Renew''' under the Contract General Tab:		Select the option '''Auto Complete & Renew''' under the Contract General Tab:


	[[File:Set_contract_as_auto_renew.png]]		[[File:Set_contract_as_auto_renew.png]]
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	Configure the Contract Renewal Settings:		Configure the Contract Renewal Settings:


	[[File:Contract_renewal_settings.png]]		[[File:Contract_renewal_settings.png]]
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	==Manage Contract Recurrence Settings==		==Manage Contract Recurrence Settings==

	* Use the link to open the renewal settings window: <br>[[File:Manage_contract_renewal.png]]		* Use the link to open the renewal settings window: <br><br>[[File:Manage_contract_renewal.png]]
	*Use the '''Add Periods''' link to add more periods.		*Use the '''Add Periods''' link to add more periods.
	*Use '''Delete''' link to delete last/all periods		*Use '''Delete''' link to delete last/all periods