Recurring Contracts - Revision history

Dina at 13:37, 8 July 2020

2020-07-08T13:37:11Z

Dina at 19:47, 18 June 2020

2020-06-18T19:47:53Z

← Older revision		Revision as of 19:47, 18 June 2020
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	==See Also==		==See Also==
	*[[Billing]]		*[[Billing]]
	*[http://www.commitcrm.com/videos/commit_contracts_batch_copy_wizard_video.htm Batch Copy Wizard Video]
	*[[Contracts]]		*[[Contracts]]
	*[[Contract-Price Charges]]		*[[Contract-Price Charges]]

Dina at 13:53, 22 March 2020

2020-03-22T13:53:33Z

← Older revision		Revision as of 13:53, 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.<br>		Recurring Contracts are automatically renewed and created by the 'CommitCRM Server' Windows service that should be installed and running on your server.<br>
	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. <br>		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. <br>
	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 10:48, 31 December 2018

2018-12-31T10:48:39Z

Dina at 10:42, 31 December 2018

2018-12-31T10:42:07Z

← Older revision		Revision as of 10:42, 31 December 2018
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	*In the first step of this wizard you need to select the Contracts you want to copy to the next date range.		*In the first step of this wizard you need to select the Contracts you want to copy to the next date range.

	[[File:Contracts_batch_copy_wizard-step1.png~~\|center~~]]		[[File:Contracts_batch_copy_wizard-step1.png]]

	*After selecting the Contracts to copy, click '''Next'''. The Date Range selection window will be displayed:		*After selecting the Contracts to copy, click '''Next'''. The Date Range selection window will be displayed:

	[[File:Contracts_batch_copy_wizard_step2.png~~\|center~~]]		[[File:Contracts_batch_copy_wizard_step2.png]]

	In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.		In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.

Dina at 10:41, 31 December 2018

2018-12-31T10:41:00Z

Show changes

Sheli: /* See Also */

2012-02-09T12:35:47Z

Yarden at 10:51, 17 August 2009

2009-08-17T10:51:35Z

← Older revision		Revision as of 10:51, 17 August 2009
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	*[[Activity Templates]]		*[[Activity Templates]]

	[[Category:~~Common~~ Work Flows]]		[[Category:Work Flows]]
	[[Category:Service Management]]		[[Category:Service Management]]
	[[Category:Billing]]		[[Category:Billing]]
	[[Category:Contracts]]		[[Category:Contracts]]

Yarden at 14:02, 12 August 2009

2009-08-12T14:02:47Z

← Older revision		Revision as of 14:02, 12 August 2009
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			{{Usermanualbilling}}

	In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.		In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.

Yarden at 13:02, 10 August 2009

2009-08-10T13:02:31Z

← Older revision		Revision as of 13:02, 10 August 2009
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	*you can handle many recurring Contracts with the Batch Copy Wizard which can create many new Contracts for the next period automatically (see below).		*you can handle many recurring Contracts with the Batch Copy Wizard which can create many new Contracts for the next period automatically (see below).
	*The '''system will select the new copied contract as the default contract''' for the Account automatically, based on its start date. This means that you can copy a contract any time prior to its end; and the system will only start using it when the previous contract expires. Note: In order for the system to automatically select a contract by date; you should make sure the default contract selection for the Account is set to 'Automatic'.		*The '''system will select the new copied contract as the default contract''' for the Account automatically, based on its start date. This means that you can copy a contract any time prior to its end; and the system will only start using it when the previous contract expires. Note: In order for the system to automatically select a contract by date; you should make sure the default contract selection for the Account is set to 'Automatic'.
	*'''[[~~Contracts#~~Contract-Price Charges~~\|Contract-price charges~~]]''' will be automatically copied if requested. This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.		*'''[[Contract-Price Charges]]''' will be automatically copied if requested. This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.
	*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.		*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.

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	In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.		In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.

	After setting the date ranges, in the next steps, the system suggests copying the [[~~Contracts#~~Contract-Price ~~Charges\|Contract-price~~ Charges]] along with the newly renewed contract. In case you have contract-price charges defined for the contract, it is recommended to copy them along with the contract, so way you will be able to easily generate an invoice for the new contract price. Click here for more details.		After setting the date ranges, in the next steps, the system suggests copying the [[Contract-Price Charges]] along with the newly renewed contract. In case you have contract-price charges defined for the contract, it is recommended to copy them along with the contract, so way you will be able to easily generate an invoice for the new contract price. Click here for more details.

	In the the next step you should determine whether you wish to apply the contract's activities when creating the new contract. 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\|Activity Templates user guide]] for more details.		In the the next step you should determine whether you wish to apply the contract's activities when creating the new contract. 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\|Activity Templates user guide]] for more details.
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	*[[Billing]]		*[[Billing]]
	*[[Contracts]]		*[[Contracts]]
	*[[~~Contracts#~~Contract-Price Charges~~\|Contract-price charges~~]]		*[[Contract-Price Charges]]
	*[[Activity Templates]]		*[[Activity Templates]]

	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]
	[[Category:Service Management]]		[[Category:Service Management]]
			[[Category:Billing]]
			[[Category:Contracts]]

← Older revision		Revision as of 13:37, 8 July 2020
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	In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.		In many cases, you can have contracts that bring in recurring revenue, such as web hosting, managed services contracts, monthly blocks etc.

	~~CommitCRM~~ helps you track and manage recurring agreements. You can create monthly/yearly/periodic contracts and either configure them to renew automatically or renew them manually.		RangerMSP helps you track and manage recurring agreements. You can create monthly/yearly/periodic contracts and either configure them to renew automatically or renew them manually.

	Benefits of recurring Contracts:		Benefits of recurring Contracts:
	*~~CommitCRM~~ may '''automatically''' renew the Contract to the next period based on each Contract recurrence settings.		*RangerMSP may '''automatically''' renew the Contract to the next period based on each Contract recurrence settings.
	*When contracts are renewed, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. <br>So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.		*When contracts are renewed, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. <br>So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.
	*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.		*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.
	*Any number of recurring Contract serieses can be easily managed and renewed either automatically by ~~CommitCRM~~, or semi-automatically using the Contract Batch Copy Wizard feature.		*Any number of recurring Contract serieses can be easily managed and renewed either automatically by RangerMSP, or semi-automatically using the Contract Batch Copy Wizard feature.
	*'''[[Contract-Price Charges]]''' will be automatically copied if requested. <br>This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.		*'''[[Contract-Price Charges]]''' will be automatically copied if requested. <br>This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.
	*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.		*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.
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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.<br>		Recurring Contracts are automatically renewed and created by the 'RangerMSP Server' Windows service that should be installed and running on your server.<br>
	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. <br>		In case you already use the [[Email Connector]] or [[Alerts Server]] then you can skip this section as the RangerMSP Server service is already installed and there is nothing more you need to do besides to create a recurring Contract. <br>
	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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	After setting the date ranges, in the next steps, the system suggests copying the [[Contract-Price Charges]] along with the newly renewed contract. In case you have contract-price charges defined for the contract, it is recommended to copy them along with the contract, so way you will be able to easily generate an invoice for the new contract price. Click here for more details.		After setting the date ranges, in the next steps, the system suggests copying the [[Contract-Price Charges]] along with the newly renewed contract. In case you have contract-price charges defined for the contract, it is recommended to copy them along with the contract, so way you will be able to easily generate an invoice for the new contract price. Click here for more details.

	In the the next step you should determine whether you wish to apply the contract's activities when creating the new contract. 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\|Activity Templates user guide]] for more details.		In the the next step you should determine whether you wish to apply the contract's activities when creating the new contract. 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\|Activity Templates user guide]] for more details.

	Then you should click on the '''Create Contracts''' button. The new contracts will be created. These new contracts will be identical to the contracts they were copied from (except their sub-code will be incremented by one, they will have a different date range than the original contract). Contracts of type "Block of…" will have an empty block (e.g. 0 used hours).		Then you should click on the '''Create Contracts''' button. The new contracts will be created. These new contracts will be identical to the contracts they were copied from (except their sub-code will be incremented by one, they will have a different date range than the original contract). Contracts of type "Block of…" will have an empty block (e.g. 0 used hours).

← Older revision		Revision as of 10:48, 31 December 2018
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	Benefits of recurring Contracts:		Benefits of recurring Contracts:
	*CommitCRM may '''automatically''' renew the Contract to the next period based on each Contract recurrence settings.		*CommitCRM may '''automatically''' renew the Contract to the next period based on each Contract recurrence settings.
	*When contracts are renewed, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.		*When contracts are renewed, the '''original contract information is copied''' to the new Contract – like service terms, the initial Block of Time value, Notes, etc. <br>So if you create special notes regarding the Account (such as "Usually has problem with X" or "Make sure you speak with John"), these notes will also by copied to the new contract, keeping all the information intact.
	*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.		*The '''contract sub-code will automatically be incremented''', e.g. if the original Contract code is 1001 then the newly created contract code will be 1001.0001, 1001.0002 etc.
	*Any number of recurring Contract serieses can be easily managed and renewed either automatically by CommitCRM, or semi-automatically using the Contract Batch Copy Wizard feature.		*Any number of recurring Contract serieses can be easily managed and renewed either automatically by CommitCRM, or semi-automatically using the Contract Batch Copy Wizard feature.
	*'''[[Contract-Price Charges]]''' will be automatically copied if requested. This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.		*'''[[Contract-Price Charges]]''' will be automatically copied if requested. <br>This means that you can copy the contract together with the contract-price charges to automatically bill the customer for the new contract.
	*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.		*The contract's [[Activity Templates\|activity template]] will be automatically copied if requested. This means that you can copy the contract and automatically create the recurring activities for the new contract.

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	<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 'CommitCRM Server' Windows service that should be installed and running on your server.<br>
	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. <br>
	For installation instructions please review the [[Install_CommitCRM_Server_Service\|Service Setup Guide]].		For installation instructions please review the [[Install_CommitCRM_Server_Service\|Service Setup Guide]].

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	[[File:New_contract_wizard_step3_1.png]]		[[File:New_contract_wizard_step3_1.png]]

	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.<br> Such Charges are automatically added when Contracts are renewed for the next period.


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	#The '''Copy to next Date Range''' option from the toolbar:		#The '''Copy to next Date Range''' option from the toolbar:
	*Set and verify the next-period date range.		#*Set and verify the next-period date range.
	*Determine whether you wish to copy the contact-price charges and whether you wish to apply the activity template, defined for this contract, on the new next-period contract that will get created.		#*Determine whether you wish to copy the contact-price charges and whether you wish to apply the activity template, defined for this contract, on the new next-period contract that will get created.
	#The Batch Copy Contracts wizard.		#The Batch Copy Contracts wizard.
	*In the first step of this wizard you need to select the Contracts you want to copy to the next date range.		#*In the first step of this wizard you need to select the Contracts you want to copy to the next date range.<br><br>[[File:Contracts_batch_copy_wizard-step1.png]]
			#*After selecting the Contracts to copy, click '''Next'''. The Date Range selection window will be displayed:<br><br>[[File:Contracts_batch_copy_wizard_step2.png]]
	[[File:Contracts_batch_copy_wizard-step1.png]]

	*After selecting the Contracts to copy, click '''Next'''. The Date Range selection window will be displayed:

	[[File:Contracts_batch_copy_wizard_step2.png]]

	In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.		In this window you need to select how you wish to determine the the new start and end dates for the new Contracts. We recommend in using the first option, which calculates the date range according to the current date range as defined in the contract. You can also select one of the other options which provide other ways to determine the dates.

← Older revision		Revision as of 12:35, 9 February 2012
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	==See Also==		==See Also==
	*[[Billing]]		*[[Billing]]
			*[http://www.commitcrm.com/videos/commit_contracts_batch_copy_wizard_video.htm Batch Copy Wizard Video]
	*[[Contracts]]		*[[Contracts]]
	*[[Contract-Price Charges]]		*[[Contract-Price Charges]]