• Utilities - Renewals Pages
  • Utilities - Renewals|Search Page
  • Utilities - Renewals|Details Page
  • Utilities - Renewals|Seating Page
  • Utilities - Renewals|Gifts Page
  • Utilities - Renewals|Miscellaneous Items Page
  • Utilities - Renewals|Results Page
• Handling Renewals
  • Creating an Offer Renewal
  • Creating an Order Renewal
  • Creating an Update Order Renewal
  • Working with Renewal Seat Rules
    • Creating a Renewal Seat Rule
    • Modifying a Renewal Seat Rule
    • Deleting a Renewal Seat Rule
  • Working with Renewal Gift Rules
    • Creating a Renewal Gift Rule
    • Modifying a Renewal Gift Rule
    • Deleting a Renewal Gift Rule
  • Working with Renewal Miscellaneous Item Rules
    • Creating a Renewal Miscellaneous Item Rule
    • Modifying a Renewal Miscellaneous Item Rule
    • Deleting a Renewal Miscellaneous Item Rule
  • Running a Renewal
  • Modifying a Renewal
  • Deleting a Renewal

To create a new order renewal, complete the following:

1. Open the Utilities application from the AudienceView Desktop.
2. Select the Renewals tab.
   The Renewals|Search page appears.
3. Click 'Create New'.
   The Renewals|Details page appears.
4. If it is not already chosen, select New Order from the 'Renewal Type' dropdown.
   The order renewal fields appear.
5. Enter the order renewal details into the applicable fields of the renewal detail section.
   For more information, refer to:
   • 'Renewal Type' - New Order and New Order ( Payment Fail OK )
   • 'Renewal Type' - New Order ( Payment Fail to Offer ).
   • 'Renewal Type' - New Order with Renewal Payment Method and New Order with Renewal Payment Method ( Payment Fail OK )
   • 'Renewal Type' - New Order with Renewal Payment Method ( Fail to Offer )

     Information When creating an order-to-order renewal using a renewal payment method, the 'Payment Type' must be set to Payment or Both. The source orders must also have a 'Renewalable Payment Method' set on the Customer Services application Order|Summary page.

6. To add seating rules, refer to Creating a Renewal Seat Rule.
7. To add gift rules, refer to Creating a Renewal Gift Rule.
8. To add miscellaneous item rules, refer to Creating a Renewal Miscellaneous Item Rule.
9. Click 'Create'
   A window confirms that the application created the renewal.
10. Click 'OK'.
    You can now execute the renewal by clicking 'Execute'.

Caution Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later.

Hint If you want to allow Online customers to use the scheduled payment option, the 'Offer Type' dropdown must be set to Renewal and the 'Balance Due Date' must be at least three months in the future.