ESW customization:
Overview:
Renew a contract which has a future target renewal date. The contract can be renewed if you have a date future today. If you want to renew a contract the target renewal date should be today or before today.
Solution
Create the renewal:
Edit the contract you want to renew. calculate the number of days from the field CONTRACT END DATE and today. i.e, CONTRACT DAYS BEFORE RENEWAL= CONTRACT END DATE – Today. Example: CONTRACT END DATE= Today= 03/14/2019 CONTRACT DAYS BEFORE RENEWAL=02/18/2020 – 03/14/2019 CONTRACT DAYS BEFORE RENEWAL= 341 Enter the above calculated days in the field CONTRACT DAYS BEFORE RENEWAL. This will change the target renewal date to today’s date. And you can renew the contract today. Note: It is not necessary you will have to get exactly today’s date. It can be any past date. So it is fine if you enter the days greater the calculated days(Example: it can be greater than 341 days). Save Now you can see the Renew Now button on the contract. Click on the Renew Now button. Wait till the process is completed and the page refreshes.
Update the Title and Base amount:
Note: The title and the base amount of the opportunity automatically get updated in every 15 minutes by a scheduled script. This process can be updated by manually triggering the script to follow the below process(Administrator).
Go to Customization> Scripting>Scripts Under the Map/Reduce Script, view the script MFR ESW V4 set salesRepTitleBase. Select the sub tab Deployments> MFR ESW V4 setSalesRepTitleBase 2. Click on Edit. Click on Save and Execute.
You will be redirected to the Map/Reduce Script Status page. Click on refresh to know the status.
Confirmation
After following the above steps the renewal will be created and you can see the renewal opportunity in the contract field RENEWAL OPPORTUNITY. Also, the title of the opportunity will be updated and the base amount is set in the renewed opportunity record.