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Cancel Automatic Agreement Renewal

Summary / TL:DR: This article will review the instructions to cancel an automatic renewal of an agreement in Advantage.

These instructions require you to have a control group open. For more on control groups, go here.


How To Cancel Automatic Agreement Renewal

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the agreement you change and click Add Version

  3. The Access Agreement Entry dialog box will appear, in the Renewal Flag field, change the C to a D

  4. Click Finish


Wrap up

You should now be able to cancel an automatic renewal of an agreement in Advantage.


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