Renew a service contract line

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    About this task

    You cannot renew a service 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.

    Before you begin

    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.

    Procedure

    1. Navigate to All > CSM/FSM Configurable Workspace..
    2. In the list view, navigate to Contracts and Entitlements > Service Contracts.
    3. In the service contract lists, select the service contract that you want to renew.
    4. In the service contract lines related list, select the service contract line that you want to resume.
    5. 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 service 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 service 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 service 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 service contract are created. You can navigate to the opportunity and quote by selecting the numbers from the confirmation message.
    6. After the order line items are fulfilled, set the status to Completed.
      A new service contract line is created.

    Result

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