ADV FAQs Add an Agreement Auto Renew Chain
- Anthony Fontana
Summary / TL:DR: This article will show you how to create and agreement auto-renew chain in Advantage.
Before setting up an auto-renew chain, all of the individual choices need to be setup first. For example, if the offer is $1 for the first service period, $39 for the second service period and $79 for the third service period and that repeats, those 3 choices need to be defined first. For instructions on adding a agreement choice, go here.
How To Create an Agreement Auto-Renew ChainÂ
Navigate to Agreements Auto-Renewal Chains on the Marketing ribbon
Click the Add Icon
The AMB Auto-Renewal Chain Maintenance dialog box will appear. Â Complete the following fields:
Auto-Renew Chain ID* | Enter a unique identifier of the chain. |
Chain Type* | Select A |
Description | Enter the description of the chain including the prices and service period. |
Usage Comment | Use to enter a full description of the chain. |
Auto-repeat last sequence in the chain | If the last sequence in the chain should continue to repeat forever, check this box. If the chain should end and not renew after the last sequence, leave unchecked (not common). |
4. Click Next to begin adding the sequences.
5. The first sequence is automatically added; however, change that sequence to add pertinent information. Click Change to update this information.
6. The AMB Auto-Renewal Chain Sequence Maintenance dialog box will appear. Â Complete the following fields:Â
Agreement Choice | Leave this blank for the first sequence. |
Description | Enter a description for the first chain of the auto-renew. |
Days Until Renewal | Enter when the customer should be charged for their next sequence. Â This should generally be 5 less than the exact time frame. For instance, if this is to be a yearly charge, enter 360 rather than 365. For monthly enter 25 rather than 30. |
7. Click OK
8. Click the Add Icon to add the second sequence.
9. The AMB Auto-Renewal Chain Sequence Maintenance dialog box will appear. Â Complete the following fields:Â
Agreement Choice | Enter the agreement choice associated with the second service period. This must exist prior to creating the chain. For more on creating agreement choices, go here. |
Description | Enter a description for the agreement choice |
Days Until Renewal | Enter when the customer should be charged for their next sequence. |
10. Click OK
11. Continue to add sequences to the chain, as necessary, by following steps 8-10.
12. Go to the Agreements area in the Marketing ribbon to add the chain ID to the initial choiceÂ
13. Search and select the choice that is associate with the first sequence. Click Change
14. In the Auto-Renew Chain ID field enter the Auto-Renew Chain ID created in step 3.
15. Click OK