Touchless Renewal Quote
Touchless renewal refers to a fully automated process in which Auto renewal quotes for assets (like subscriptions, licenses, or services) expiring within the next 24 hours are automatically accepted, provided the auto-renew flag is set to true on all asset line items.
This is called "touchless" because the system handles everything, from quote creation to acceptance and order activation, without requiring you to step in.
How Does Touchless Renewal Work?
During a new sale on activation of order, automatic renewal quote is created, for assets with Auto Renew flag set to True. This renewal quote has prefix "Auto" in the name for easy identification.
Renewal Execution Mode is set to Auto (or OnDemand) and Is Auto Accepted must be set to true
On the expiry date, the system accepts the auto renewal quote automatically and activates the order for the renewed assets and creates a new touchless renewal quote for the next renewal term.
This renewal quote header will have: Is auto accepted = true.
- Auto Renew flag is set to true on all asset line items.
- Renewal Execution Mode is set to Auto (or OnDemand).
- Is Auto Accepted = true
- The job scheduler
<rls-qa>.congacloud.io/api/scheduler/v1/jobs/revenue-renewal-qt-close/enable?appNamespace=revenueruns once daily. You can change the frequency of the job scheduler using the 'PUT /api/scheduler/v1/jobs/{jobName}/cron' API.