After the agreement term ends, use the Expire action to mark the agreement as Expired.

To expire an agreement

  1. Go to the Agreements tab and select an existing agreement record.
  2. Click the Expire action button and review the information it raises. Click Continue. 
  3. Click Save. The agreement record is expired.
    The values in the Status Category and Status fields are updated to Expired.

When a parent agreement is expired, the system does not change the status of child (related) agreements to Expired, even though the status category of the child agreement (Amended or Renewed) is Expired. By default, the system blocks updating the status category of the child agreement (Amended or Renewed) if it is Terminated, Expired, or Canceled.

To allow updating the default status categories of the child agreement (Amended or Renewed) to Expired, you must add the default status categories in the APTS_StatusCategoriesToInclude admin entry. For more information, see Admin Entries.

If you have custom status categories other than the default status categories that must be blocked, you must add the custom status categories in the APTS_StatusCategoriesToExclude admin entry. For more information, see Admin Entries.