How Do I Renew a Maintenance Schedule?

Maintenance schedules are created for a specific term and can be renewed when the term expires. You can have several options when renewing maintenance schedules. You can renew the maintenance schedule for a single product, for all the products associated with a maintenance schedule, or for all schedules associated with selected contracts.

  • You can renew the schedule for a single product using Product Maintenance Renewal (BR52.5).

  • You can renew the schedule for all products in the same maintenance schedule using Renew All (BR52.4).

  • You can renew the schedules for all products in all maintenance schedules associated with one or more contracts using Maintenance Schedule Copy (BR155).

Renewing the Maintenance Schedule for a Product

Use Product Maintenance Renewal (BR52.5) to create a new maintenance schedule for a single product. Renewing a maintenance schedule this way allows you to specify new terms for the renewed schedule, such as price increases or discounts. You can also assign the product to a different contract on the renewed schedule, if needed.

Product Maintenance Renewal (BR52.5) is the only renewal program that allows you to create a renewed maintenance schedule for a product with a status of Cancelled Invoice (4) or Cancelled Maintenance (5).

For more information, see Renewing a Product Maintenance Schedule.

Renewing the Maintenance Schedules for Multiple Products

Use Renew All (BR52.4) to create a new maintenance schedule for multiple products that are currently included on the same contract. You can renew the schedules for all products that are included in a product contract, or you can combine products from multiple maintenance schedules within the same contract. The result of the Renew All program is a single maintenance schedule for all products you specify.

For more information, see Renewing Multiple Product Maintenance Schedules.

Renewing Multiple Maintenance Schedules Using a Batch Program

Use Maintenance Schedule Copy (BR155) to renew multiple maintenance schedules from one or more contract activities in batch mode. The following conditions apply to using Maintenance Schedule Copy:

  • All included maintenance schedules are renewed with the same ending date.

  • All included maintenance schedules are assigned the same schedule name. (The name must still be unique within the contract.)

  • Included maintenance schedules can not be moved to another contract during the copy process.

  • All included maintenance schedules must have the same product list, revenue activity, default company, default accounting unit, and location.

The batch option is useful if you want to renew all the maintenance schedules that expire within a given time frame, regardless of contract or current schedule.