About the Renewal Summary
The Renewal Summary provides a summary of renewal orders for multiple companies. From the summary, you can, depending on your security privileges:
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View a renewal order
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Edit a renewal order
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Download a report of the summary results
Generating the Renewal Summary
To generate a Renewal Summary :
In the Subscription menu, click View renewal summary.
The Search Renewal Summary page displays.
- You can search for renewals based on the following criteria:
| Company name | To display renewal orders for a specific company, specify a company name. |
| Reseller name | To display renewal orders associated with a specific reseller, specify the reseller. |
| Contract number | To display renewal orders for a specific contract, specify the contract number. |
| Renewal status | To display renewal orders with a specific status, select the status from the dropdown. |
| Has RFQ filter |
In the Has RFQ filter dropdown, select whether to include or exclude renewal orders based on whether they have a request for quote. To only include renewal orders with a request for quote, select Has an RFQ. To only include renewal orders without a request for quote, select No RFQ. |
| RFQ aging greater than |
To include renewal orders based on the number of days since the RFQ was submitted, type the number in the RFQ aging greater than field. For example, if you type 7 in the field, the summary only includes orders for which a request for quote was submitted more than 7 days ago. |
| Buy Now filter |
In the Buy Now filter dropdown, select whether to include or exclude renewals based on whether the user selected Buy Now for that item. To only include orders for which the user selected Buy Now, select Buy Now. To only include orders for which the user did not select Buy Now, select No Buy Now. |
| Days left less than |
To include renewal orders based on the number of days left before the renewal period ends, type the number in the field. For example, if you type 7 in the field, the summary only includes orders for renewals that expire within the next 7 days. |
- After specifying the search criteria, click the Search button.
The Renewal Summary Search Results displays the renewals matching the search criteria.
Viewing or editing a renewal order
If you are able to view orders, the View Detail column contains a link to the View Order page for the order. If you cannot view orders, the column does not display.
If you are able to edit orders, the order numbers in the Renewal Order # column are linked to the Edit Order page for that order. If you cannot edit orders, the order numbers are not links.
Downloading the summary
At the top of the summary results is a Download link.
Click the Download link to display the summary results. For each renewal order, the downloaded summary includes the following additional information:
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End company address
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Renewal contact