Editing the Start Date of a contract
To change your contract start and end dates complete the following steps:
When you edit the start date of your contract adjacent to the offer contract ( which is normally your current one) unless you have pre-renewed one in the future, that also has the effect of changing the anniversary date of the next Offer Contract.
The Offer Contract is a special one that is generated automatically and appears in the Renewal Manager ready for the next contract Renewal.
1. Click on the Installation Activity on the record to be edited
2. Click the Edit button to edit the current contract on view
It is worth checking the contract history so you understand exactly how many contracts have been generated and where we are in the contract cycle for this system by clicking the right and left arrow buttons next to Current button.
3. Select the Start Date of the contract
4. Change to the desired Start Date
5. Press the Save button to confirm the change on the yellow Edit form
6. Press the Save button on the Installation Activity form to commit the changes to the database and recalculate the Next Offer Contract date
7. Now check the dates are as you expect for the Open Contract
8. Press the right arrow button to get to the Offer (last) contract, checking that the Offer contract Start and End date and contract details are as you expected.