Creating Auto Renewal Quotes
- Set the Renewal Business Object Type to Proposal.
- Set the Renewal Execution Mode to Auto.
- Define the Renewal Group Fields. The default fields are "AutoRenew" and "Pricelist".
- Execute the below API for every tenant in every environment to enable the scheduled jobs. Job names are revenue-renewal-qt-create and revenue-renewal-qt-close. The appNamespace is revenue
- <rls-qa>.congacloud.io/api/scheduler/v1/jobs/revenue-renewal-qt-create/enable?appNamespace=revenue
-
<rls-qa>.congacloud.io/api/scheduler/v1/jobs/revenue-renewal-qt-close/enable?appNamespace=revenue
- Create a Quote on Conga Platform with an account. Add products, finalize the cart. For more information see the topic Creating Quotes.
- Based on the workflow set on the Org, the quote goes through an approval process. Once the quote is accepted, the Order is activated.
- Go to the asset renew group to check if the record has been created and wait for it to be completed. When it is completed go to Proposal to view the Renewal Quote. The renewal quote has the renewed line items of the asset that were created in step 1.