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Renewals

Renewal Date

There is a new tab on the agreement setup window (agreement step 1).

Clicking the tab flips the top part of the window to show the new Renewals section.

To set a renewal date:
  • Click the checkbox and enter the renewal date or click the calendar icon for a drop-down date picker.

Auto Renew

  1. To set an automatic renewal:
    • Click the checkbox.
    • Set an extend-by number and a period.

Note: When auto renew is set, the system will automatically move the renewal date on by the selected time period when the agreement reaches its renewal date.

Auto Renew Letters

  1. The system can send up to three different email letters to the customer. They are sent automatically at a set number of days before the renewal date, and once sent, an entry will appear in Agreement Explorer.
  2. The renewal letters are sent as emails from the system's email template system and must be set up in advance of adding the letter to the agreement.
  3. To enable and configure the letters:
    • Click the checkbox to enable letter one.
    • Select the letter template from the drop-down list of templates.
    • Enter the number of days in advance of the renewal date to send this letter.
    • Repeat for letters two and three if required.

Note: If an agreement fails to send a configured renewal notification, it could be due to:

  • An error sending the email to the customer.
  • The customer not having an email address set.

NCompass will automatically create an Agreement Review of type Renewal Requiring Attention. If an open review already exists of this type, a duplicate is not created.

Next Charge Review Date

  1. This is the date when you next need to review the current rate on the agreement.
  2. To set the next charge review date:
    • Click the checkbox and enter the review date or click the calendar icon for a drop-down date picker.

This will trigger an automatic review when the date is reached.

Last Charge Review Date

  1. This allows you to record the date the last charges were reviewed.
  2. To set the last charge review date:
    • Click the checkbox and enter the review date or click the calendar icon for a drop-down date picker.

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