Support and Renewal Workflow

Ensure a system administrator completes the setup tasks:

1. Create a support and renewal level.
2. Associate an item with support and renewal items.
3. Specify the default support and renewal settings for a billing schedule group.
4. Specify the default support and renewal settings for new billing schedules.

To use the support level functionality where you can apply different support levels to items, follow this general workflow:

1. Create a Sales Invoice and add support and renewal information.
2. Post the sales invoice, which creates a billing schedule.
3. Open the SBS ARCB Billing Schedule List page to review the billing schedule.
4. Review the billing schedule.
5. Edit the support or renewal billing line item as needed.

Automatically Renew Billing Schedules

To use the automatic renewals, ensure the following setup is completed: 

1. On the General FastTab of the SBS ARCB Billing Schedule Group page, complete the following options: 
   1. Turn on Auto Renew.
   2. Specify the Lines to Add per Renewal.
   3. Select the Auto Renewal Option.
2. On the SBS ARCB Billing Schedule Setup page, complete the following options: 
   1. On the General FastTab, specify the Renew Days in Advance.
   2. On the Support and Renewal FastTab, specify the Support and Renewal Quantity, Renewal Frequency, and Renewal Schedule Group.

When adding a billing schedule on the SBS ARCB Billing Schedule Card, incorporate the following steps.

1. On the Schedule header, check the following. These values are automatically specified based on the setup, but can be changed for each individual billing schedule.
   1. Turn on Auto Renewed.
   2. Specify the Lines to add per renewal.
   3. Specify Renew X days in Advance.
   4. Select the Auto Renewal Option.
2. When adding an item to the Schedule Lines, check the following. These values are automatically specified based on the header, but can be changed for each individual line item.
   1. Turn on Auto Renewed.
   2. Select the Auto Renewal Option and specify X Days in Advance.

After the billing schedule is added and invoices are created throughout the life of the billing schedule until the last invoice is created from the SBS ARCB Billing Schedule Order/Invoice Creator. When the last invoice for a billing schedule is created and Auto Renewed is set to Yes, the billing schedule is renewed as follows: 

• When Auto Renewal Option is Last Billing, the billing schedule is automatically renewed for all lines that are available for automatic renewal with the Lines to add per renewal.

For example, a billing schedule has the following settings:

• Auto Renewed is turned on
• Lines to add per renewal is set to 6
• Frequency is Monthly
• Auto Renewal Option is Last Billing

After the invoice for the last billing period has been created, the is automatically renewed with six more lines, one line for each month.

• When Auto Renewal Option is X Days in Advance, the billing schedule is not automatically renewed. For these billing schedules, use the SBS ARCB Billing Batch Renewal Process.

When a billing schedule is renewed, the default billing group used for renewal schedules are specified on the Renewal Schedule Group on the SBS ARCB Billing Schedule Setup page.

Manually Renew Billing Schedules

To manually renew a billing schedule, follow these steps after the last invoice for a billing schedule has been created:

1. On the SBS ARCB Billing Schedule Card, review the billing schedule and ensure that Auto Renewed is turned on and Lines to add per renewal is specified.
2. Select Actions tab > Renewal Function > Renew Schedule.
3. When you are asked to confirm the action, select Yes.

To manually renew a billing schedule line, follow these steps:  

1. On the SBS ARCB Billing Schedule Card page, select one or more lines in the Schedule Lines area.
2. Select Renewal > Renew , which opens the SBS ARCB Billing Schedule Line Renewal Info page.
3. Ensure that Auto-Renewed is selected, and specify the Lines to Add per Renewal.
4. In the Actions tab, select Renew.
5. When you are asked to confirm the action, select Yes.

View Renewal History

To review the renewal history for a billing schedule, follow these steps: 

1. On the SBS ARCB Billing Schedule Card page, select Actions tab > Renewal Function > Discount History, which opens the SBS ARCB Billing Schedule Renew History page.
2. When you are finished, select Close.

To review the renewal history for a billing schedule line, follow these steps:

1. On the SBS ARCB Billing Schedule Card page, select a line in the Schedule Lines area.
2. Select Renewal > Renewal History, which opens the SBS ARCB Billing Schedule Renew History page.
3. When you are finished, select Close.