Service Contracts Online Renewals Explained

Service Contracts has a number of different options for contract renewal.  The Online Renewal type can be used for automatic renewal of a contract when customer agreement is required.  When this approval type is chosen, the application sends an email notification to the customer requesting them to review the contract renewal details via a URL link to the Customer Acceptance Portal. 


From the portal customers can review the renewal and have three options to select to continue:

  • accept
  • request assistance
  • decline.
The setup steps to for Online Renewal are:
  1. Global Defaults setup
  2. Setting up Quote to customer template and profiles
  3. Contract setup
  4. Running the flow.

The required setups are explained in detail in a new document: Doc ID 1602944.1: Service Contracts Online Renewal Setup Flow.

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