You can renew an Opportunity for assets that are due for expiry before a certain Lead Time. This mode of renewal is OnDemand Opportunity Renewal.

When you set Renewal Execution Mode as OnDemand, you must specify a Renewal Lead Time on the Installed Product Settings. For details please refer, Configuring Renewal Settings.

Prerequisite

  • Navigate to Quote/Proposal and create a new link, set the content source as VF page and select Apttus_Config2__AssetRenewalSubmit as the VF page and click Save.
  • To do this for multiple accounts, create a custom controller and VF page.

    Enter the following code in the custom controller. Create a reference for the custom controller in the VF page.

    List<ID> accountIds =new List<ID>();
    
    
    // gather account ids
    
    
    // instantiate the OOTB controller and pass in the account ids
    
    Apttus_Config2.AssetRenewalSubmitController baseController = new Apttus_Config2.AssetRenewalSubmitController(accountIds);
    
    
    // submit the job
    
    ID jobId = baseController.doSubmitJob();
    CODE

OnDemand Auto Renewal without Grouping

Let us take an example of renewing an Opportunity which has both auto-renew and non-auto renew lines. In this example, Quantity = 1 and Auto Renewal Term = 24.

ProductCharge TypeBase PriceTermStart DateEnd DateNet PriceRenewal Adjmt AmountRenewal Adjmt TypeAuto Renew
Product AOne-time10000124/1/20153/31/20161000010percentTRUE
Product ARecurring100121/1/201512/31/201510000
percentFALSE
Product BOne-time5000125/1/20154/30/20161000010percentFALSE
Product BRecurring200121/1/201512/31/201510000
percentTRUE
Product COne-time

7/1/20156/30/201610000

TRUE
Product CRecurring

7/1/20156/30/2016410percentTRUE

Configuration

Field
Renewal Execution ModeOnDemand
Renewal Lead Time120
Renewal Group Fields-

Opportunities Created

Non-auto renew (All assets expiring within 120 days from 1st Dec 2016)


In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product ARecurring1001/1/201512/31/2015
FALSE
Product BOne-time50005/1/20154/30/201610FALSE


Auto Renew ( note product C is not in the list)

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product AOne-time100004/1/20153/31/201610TRUE
Product BRecurring2001/1/201512/31/2015
TRUE