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Understanding Agreement Auto Renewal Chains

Summary / TL:DR: This article is a reference to help you understand agreement auto renewal chains in Advantage.

Click Agreement Auto-Renewal Chains in the Marketing ribbon to navigate to the Agreement Auto Renewal Chains screen.



AMB Auto Renewal Chains Screen

Auto-Renew Chain ID

This is a code used to identify the agreement auto renew chain.

Description

Elaborates on the price, service period or anything unique about this chain that should be easily seen from the home screen.

Initiated On

The date that this chain was created.

Initiated By

Who created the chain.


AMB Auto-Renewal Chain Maintenance

Auto-Renew Chain ID*

This is a code used to identify the agreement auto renew chain.

Chain Type*

Defines the type of chain.

  • A - Regular Auto-Renew Chain

  • D - Added Access Chain (not used)

Description

Elaborates on the price, service period or anything unique about this chain that should be easily seen from the home screen.

Initiated On

The date that this chain was created.

Initiated By

Who created the chain.

Usage Comment

An area to elaborate on the chain.

Auto-repeat last sequence in chain

This will repeat the last chain in the sequence. Leaving this box unchecked is not typical.


Wrap up

You should now have a better understanding of agreement auto renewal chains in Advantage.


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