Contract renewal
/visma-net-erp/help/customer-ledger/manage-contracts/contract-renewal
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# Contract renewal
About contract renewal
/visma-net-erp/help/customer-ledger/manage-contracts/contract-renewal/about-contract-renewal
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When a contract has expired, you and your customer may want to continue the relationship under the same terms.
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# About contract renewal
When a contract has expired, you and your customer may want to continue the relationship under the same terms.
When a contract has expired, you and your customer may want to continue the relationship
under the same terms.
In this case, you can renew an expired contract to avoid the provision of
services being interrupted.
The contract renewal process and its outcome are defined by the
contract type. Contracts of the following types can be renewed:
## Renewable
When you renew a contract of this type, the expiration date is shifted by
the duration; apart from that, contract stays unchanged.
The renewal fee, if one is configured,
is invoiced. After renewal is completed, the contract is again in the fulfillment stage.
A
contract can be renewed either manually or automatically (if scheduled).
## Expiring
When you renew a contract of this type, a copy of an expired contract is
created with the **Draft** status.
You can modify contract details, if required, and
activate it on the date of your choice.
> [!NOTE]
> If you want to renew a contract after the end of the grace period, a copy of the contract with the **Draft** status is created, regardless of the original contract type.
You can track contracts that are about to expire by using the [Expiring customer contracts](/visma-net-erp/help/customer-ledger/customer-ledger-windows/expiring-customer-contracts-ct401000/) (CT401000) window.
Related pages
Concepts
Tasks
Windows
Renew a contract
/visma-net-erp/help/customer-ledger/manage-contracts/contract-renewal/renew-a-contract
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You use the Customer contracts (CT301000) window to renew a single contract.
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# Renew a contract
You use the Customer contracts (CT301000) window to renew a single contract.
For more information: [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/).
You use the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window to renew
a single contract.
To renew a number of contracts at once, you use the [Renew contracts (CT502000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/renew-contracts-ct502000/) window.
1. Go to the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window.
1. In the **Contract ID** field, select the contract you want to renew.
1. Click **Actions**, and select **Renew contract**. If the operation is completed successfully, one of the following occurs:
+ For a renewable contract, the expiration date is shifted by its duration and the renewal fee is invoiced. After the renewal operation is completed, you can view and further process the generated invoice on the **Sales history** tab of the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window.
+ For an expiring contract, another contract (which is a copy of the expiring contract with a new ID) is created with the **Draft** status. You can view all related contracts (both parent and child) on the **Contract history** tab of the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window.
## Renew multiple contracts
You can also renew multiple contracts at once, as long as each of the contracts has the **Renew automatically** check box selected in the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window. To renew multiple contracts, do the following:
1. Go to the [Renew contracts (CT502000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/renew-contracts-ct502000/) window.
1. In the **Renewal date** field, select the start date of the date range in which the contracts will expire.
The list of contracts that expire during the specified range (and thus require renewal) is generated.
1. Optional: Expand or narrow the list of contracts by narrowing the list of contracts to be displayed by selecting the customer class, the contract template, or both.
1. Do one of the following:
+ To renew all listed contracts, click **Process all**.
+ To renew only selected contracts, select the empty check boxes for the contracts you want to renew, and click **Process**.
If the contracts are renewed successfully, the system marks them with
green check marks.
You can view and further process the generated invoices
on the **Sales history** tab of the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window for each
contract.
Also, you can use invoice-related windows for further processing.
For details, see: [Process invoices - overview](/visma-net-erp/help/customer-ledger/process-invoices/process-invoices-overview/).
Related pages
Concepts
Tasks
Windows