Renew a customer contract line

Freigeben Version: Australia

Aktualisiert 12. März 2026

2 Minuten Lesedauer

Renew a customer contract line on the CSM Configurable Workspace. You can renew the services specified in the customer contract line and its associated child customer contract lines and entitlements.

Warum und wann dieser Vorgang ausgeführt wird

You cannot renew a customer contract line when it is in Canceled state or it does not have an end date.

The order processing for product inventory based contract lines are executed according to the fulfillment flow defined by the customer for these offerings being renewed.

Vorbereitungen

Role required:

To create an order, you need sn_customerservice_manager and sn_ind_tmt_orm.order_agent.
To create a quote or opportunity, you need sn_customerservice_manager and sn_sales_common.sales_agent.

Prozedur

Navigate to All > CSM/FSM Configurable Workspace..
In the list view, navigate to Contracts and Entitlements > Customer Contracts.
In the customer contract lists, select the customer contract that you want to renew.
In the customer contract lines related list, select the customer contract lines that you want to renew.
Select Renew.
The target entity is created depending on the rules set in the Customer Life Cycle Workflows Policy decision table. For more info, see Configuring Customer Life Cycle Workflows Policy decision table.
- If the selected target entity is a quote, a quote to renew the customer contract line is created. You can select the quote number from the confirmation message to review the renewal quote. After the quote is approved and the status is updated to Complete, an order is created for further processing.
- If the selected target entity is an order, an order to renew the customer contract line is created. You can select the order number from the confirmation message to review the renewal order.
- If the selected target entity is an opportunity, an opportunity to renew the customer contract is created. You can select the opportunity number from the confirmation message to review the renewal opportunity.
- If the selected target entity is an opportunity and a quote, both opportunity and quote to renew the customer contract are created. You can navigate to the opportunity and quote by selecting the numbers from the confirmation message.
- Hinweis:
  If you select a quote or an opportunity, the line items with same product offerings and configuration will be consolidated into a single quote or opportunity line. The consolidated line item reflects the total quantity of all the combined items. For more info, see Consolidate quotes.
After the order line items are fulfilled, set the status to Completed.
A new customer contract line is created.

Ergebnisse

The new customer contract line is created with the renewed contract line in the Draft state. You can see more details in the Renewal History related list.