Changing Contracts Terms using Batch Update facility

Changing Contracts Terms using Batch Update facility

If you wish to increase prices or change the service level, or end the contract and start a new contract with new terms. conditions and prices for a range of contracts/subscriptions at one time this can be achieved using the Batch Update Facility


Step A :

1. Open the Renewal Manager
2 Select the records you wish to apply the change to
3. Click the Batch Update Icon

To select non continuous rows - hold the Ctrl key down and left mouse click on various records/rows
To select continuous rows - click on the first row/record , hold down the Shift key and click on the final row/record in the target range
Use the Quick Filter for Renewals Any month to return all those that are due renewal in any one month or  Quick Filter - Invoices Due Any Month for all those due to be invoiced in any one month




Step B:

Complete the details of the Change / increase you wish to apply page on teh following page

1. Tick or Untick the Terms to change the Service Level details for the contracts / subscriptions selecting the desired action
  1.       So for example if you wish to update the price of a contract by taking the latest prices held In Service Levels for that recoird select item 6
2. Tick or Untick Price if you wish to increment the value of the different elements of the contract. You can enter the increment/decrement in % or £s by changing the Mode slider.

3. Tick or Untick the Date if you wish to end the current contract and start a new contract (ticked) indicating the date you wish to do that. 

Ensure you have completed invoices up to the period prior to your date of intended price increase
Ending an existing contract and then starting a brand new one using the Date feature is recommended as it then allows you to see the full history/audit trail  of price changes

It is a good idea carry out a test Price rise before you undertake the change. Once you have applied the change you are unable to roll back in batch; you would have to roll back individually so completing small batches is also recommended to ensure you have your increase parameters correctly set





    • Related Articles

    • Importing Records, Batch Uploads and Batch record updates

      There may be times when you wish to add or update records in batch  without loading them one at a time in the normal way within Tracker Pro. This is made possible using the menu option BulkOperation. Select the module you are interested in  which ...

    • Creating a New Contract - Batch Renewal

      Contracts can be created in batch within the Renewal Manager. This process will convert the Offer contract for all selected records to live contracts. STEPS Select the records you wish to create contracts for. Click on the Batch Renew icon. Click on ...

    • Raising Invoices for Contracts

      In order to raise invoices for contracts you should open the Service Contracts module and generate the contract invoices. By completing the following steps: A. Click on the Service Invoices Icon. B: Enter your selected period for contracts and also ...

    • Changing a Customer Account Reference

      You may wish to change the customer account reference although it is uncommon. To do so complete the following: 1. Access the customers module - Main Menu - Modules - Customers 2. Select the Data menu 3. Click on the ACC Ref Change icon 4. Find the ...

    • Changing Customer Details for an existing Installation

      If you wish to change the customer details for an existing Installation complete the following: 1. Click on the Installation Edit icon 2. Click on the Customer Edit icon 3. Change the customer details as appropriate then press Save 4. Press Save when ...