Scheduled script “Demo; Start contract review or renewal if needed”

During the implementation of the contract and contract renewal/ review feature, the scheduled script “demo; Start contract review or renewal if needed” will be activated and set to run once a day.

This scheduled task will:

• Create contract renewal task if:

  • Contract is active and approved

  • Signal date for renewal is today or earlier

  • Termination date is empty

  • No contract renewal task is created yet

• Create contract review tasks if:

  • Contract is active and approved

  • A reviewer is prefilled in the contract

  • The next review date is today or earlier

  • The review period is > 0

  • Termination date is empty

  • No contract review task is created yet

• Deactivate contracts if:

  • Contract is fully invoiced and it is ‘x’ days after the end date of a contract. (based on the application setting XspEntCloseFullyInvoicedContractXDaysAfterEndDate)

  • Contract is not fully invoiced and it is ‘x’ days after the end Date of a contract. (based on the application setting XspEntCloseAllRemainingContractsXDaysAfterEndDate, if set to 0, contracts will NOT be automatically deactivated when not fully invoiced.)

• Send email reminders to contract manager if the ultimate cancellation date for a contract is within 7 days (‘regular reminder’) or 1 day (‘urgent reminder’) and no action is yet taken for this contract.

Important: The actions defined in the script are determined with the implementation consultant during the implementation and can therefore deviate from this standard description. Any change in this script will not be part of the support contract.