Contract Mass Renewal Reports

These reports are printed from the Contract Mass Renew window. (Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Mass Renewal)

Contract Mass Renewal Report

This report displays the Customer ID, Location ID, Contract Number, Contract Type, Master Contract, and Expiration Date. Indicators display if the contract is set to auto-renew, on hold, canceled, is greater than 365 days, has open calls, not billed 100%, or not recognized 100%. At the bottom of the report, the number of successful contracts, unsuccessful contracts, and the total number of contracts are displayed. If there are any unsuccessful contracts, the exception report prints afterward with additional information.

Contract Renew Exception Report

The Contract Renew Exception Report prints if there are any contracts that could not be renewed. This report displays information about the contracts that were not renewed. Examples may be that the revenue and billing are not 100% (depending on your setup), inactive location, inactive customer, and/or a contract is on hold.