Renewal Management
Learn about Renewal Management Settings in Maica
Maica gives you the ability to automatically generate new Service Agreement records ahead of expiry, helping you stay proactive with renewals. These settings allow you to define when and how a Renewal Service Agreement is created, and who it is assigned to.
The configuration options below apply to Service Agreements with an End Date, and each setting plays a role in determining how the new Agreement will be generated when the renewal logic runs daily.
Please refer to the below table for more information on each setting:
Renew Service Agreements
Defines how many days before the current Service Agreement ends that the system should trigger the renewal logic. This is when the new Service Agreement record will be created.
Numeric (1-100)
Set the Renewal Service Agreement Start Date to
Sets the start date of the new Agreement relative to the current Agreement's End Date. For example, entering '1' means the new Agreement will begin the day after the existing one ends.
Numeric (1-100)
Set the Renewal Service Agreement End Date to
Sets the duration of the new Agreement by specifying how many days it should run for from the new Start Date.
Numeric (1-100)
Assign the Renewal Service Agreement to
Choose whether the new Agreement should be assigned to the current owner of the expiring Agreement or a specific user.
Select
Daily Service Agreement Renewal Time
Defines the time each day that Maica will run the automated renewal logic. Only Agreements within the configured date window will be actioned.
Time Picker
Run Now
Immediately runs the renewal logic using the settings above.
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