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Renewal Status in contracts RRS feed

  • Question

  • Hello

    When a contract expires, and is then renewed, the orginating contract's status stays as expired (displayed in the footer of the contract).  We need contracts that have been renewed to display a 'Renewed' status.  Is there a way of adding this in as a status option?

    Thanks!

    Thursday, March 8, 2012 9:34 AM

All replies

  • When a Contract is renewed, the status will be changed from Expired to Draft. This should also update the footer.

    You can customize the options in the Status Reason, which link directly to the status values. You would want to add a new option for 'Renewed' onto the Draft Status. When you renew a Contract it would default the Status to Draft, and the Status Reason could then be set manually (on the form) to renewed.

    Hope that helps!

    -Paul

    Thursday, March 8, 2012 10:12 AM
  • When you renew a contract, it creates a copy of the contract. you will have 2 contracts. 

    one expired other one in draft status.

    As Paul suggested you can add a new option to the  status reason and display it in the footer.

    Or you add a custom field to do the same. You can set these field in a plugin on post create event.

    All the renewed contract have value in originating contract field, so you can check if the contract is renewed contract or just a new contract.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Thursday, March 8, 2012 11:15 AM
    Thursday, March 8, 2012 11:15 AM
  • Thanks for getting back to me.

    Unless I am not understanding you correctly, I dont think that will quite work the way we need it to.  We just need to have some sort of indicator next to the expired contracts to say whether they have been renewed or not.  As far as I am aware, we cannot change any aspect of an expired contract?


    Rhiane L

    Thursday, March 8, 2012 2:11 PM
  • I think I understand you now. You would want to have the 'Renewed' status reason under the 'Expired' Staus then instead of 'Draft'.

    However you would still need a plugin to set the Status Reason on the expired contract as Rhiane suggested, as the originating contract would be read-only.

    You might be able to use a Workflow as well. For example: On Create of a Contract, if the Originating Contract contains data, and is Expired, then update the Originating Contracts Status Reason to be 'Renewed'.

    Hope that helps!

    -Paul

    Thursday, March 8, 2012 8:51 PM
  • When I try the method mentioned above (On Create of a Contract, if the Originating Contract contains data, and is Expired, then update the Originating Contracts Status Reason to be 'Renewed'.) my workflow stays in Waiting status and I have the message that 'the status of the contract does ot allow this action' .  What step am I missing?
    Wednesday, May 2, 2012 7:36 PM
  • Unfortunately, you won't be able to use a workflow because workflows can only be used to update active records. An expired contract is an inactive record.

    The standard contract renewal process probably isn't going to work very well for you. I'd suggest that you hide the standard feature and create your own feature instead using plugins to achieve your requirements to create a new draft contract and deactivate the old contract with a Status Reason of 'Renewed'.


    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Wednesday, May 2, 2012 8:59 PM
    Moderator
  • I have run some tests, and it seems there is no way to modify the Expired Contracts. The Status Reason, and even custom fields on the Expired Contract could not be modified using a Workflow or Plugin.

    I have however provided two solutions below that do not require updating the contract:

    1. Creating a View of all Expired Contracts that have been Renewed.
    This allows you to quickly see how many Contracts have been Renewed. You can then click through to one of the records for more information. The same filter (provided below) can be used in reports as well as views.


    2. Displaying a Notification Message on the form of Expired Contracts if they have been Renewed.
    If you need to be able to open a Contract, and see if it has been renewed without necessarily going through the custom view, you will need to use some javascript. Using the same filter as above (but this time including the current contracts primary key) you can perform a fetch xml query to check if any related Contracts exist, and if so, display a notification that this Contract has been Renewed.


    Here is an example of how to use Fetch XML in Javascript:
    https://community.dynamics.com/product/crm/crmnontechnical/b/crmsoftwareblog/archive/2011/07/10/using-the-fetchxml-crm-2011-service-within-a-javascript-web-resource.aspx

    You can write a custom function to check for related contracts using the link above, then if there are any results call this function to display the message at the top of the form:

    function showNotification(message) {
        var displayBar = document.getElementById("crmNotifications");
        displayBar.style.display = "inline";
        displayBar.style.height = "26px";
        displayBar.innerHTML = "<DIV id='Notification0' class='Notification' Order='0' Severity='2' Source='Server'><TABLE cellSpacing=0 cellPadding=0><TBODY><TR><TD vAlign=top><IMG class='ms-crm-Lookup-Item ms-crm-ImageStrip-notif_icn_warn16' alt='' src='/_imgs/imagestrips/transparent_spacer.gif?ver=-1124711645'></TD><TD><SPAN id=Notification0_text><B style='COLOR: #ff0000'>" + message + "</B></SPAN></TD></TR></TBODY></TABLE></DIV>";
    }

    Hope this helps!

    -Paul

    • Proposed as answer by Sam - Inogic Saturday, May 5, 2012 2:47 AM
    Friday, May 4, 2012 10:42 AM