An order will not be renewed if the bill-to or ship-to customer is inactive.Any time after you create a subscription order and make any necessary changes to specific details of the order, you can begin the renewal process.
An order will not be renewed if the bill-to or ship-to customer is inactive.
The renewal process creates a new proforma order (not just an additional order line) based on the original subscription order, except with the next cycle Begin and End dates.
The renewal process can be accomplish in one of two ways:
· Manually Renewing a Subscription
· Running the Mass Renewal Process (ORD650)
Renewing a subscription is an optional process.
Subscription product renewal options are defined on the Rate Code Extensions screen. For more information, please see Defining Subscription Product Renewal Options.
As of 7.6.1, the Automatically renew checkbox and the Auto Pay Method drop-down displays on the Product Specifics tab of the Line Item Details screen. Additionally, the Auto renew to credit card checkbox displays on the Payment Information tab in Order Entry. The expectation is that staff in the back office will usually check the auto-renew to credit card checkbox on the Payment Information tab in Order Entry when they pay by credit card. This checkbox is also available on this screen so that users can see what the value is for the checkbox. If the staff person sets this flag for an order line in the order, and if there are other renewable products in the order, the system will set the checkbox to Y for other renewable order lines for membership and subscription order lines where the cycle end date is >= current date.