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Support and Renewal Levels

Modules > Advanced recurring contract billing > Setup > Support and renewal levels

Use this page to set up different support levels for support and renewal items.

The top of the page allows you to apply a filter value so that you can see only the records that match the filter you enter.

You can select the default support levels on the Advanced Recurring Contract Billing Parameters page.

For example, a company offers the following different support levels: 

Unlimited 40%
Gold 25%
Silver 20%
Bronze 15%

Processes

Create a support or renewal level: 

  1. Select New.
  2. Specify a unique Support level name and Description.
  3. Select the Support calculation method.
    If you select Percent, specify a Support percentage.
  4. Select the Renewal calculation method.
    If you select Percent, specify a Renewal percentage.
  5. Select Save.

Delete a support or renewal level:

  1. Select one or more lines that you want to delete, and select Delete.
  2. When you are asked to confirm the action, select Yes.

Edit a support or renewal level: 

  1. Select the line you want to edit.
  2. Select Edit.
  3. Make the necessary changes, and select Save.

Fields

This page contains the following fields: 

Field Description
Support level Specify a unique identifier for the support or renewal level (for example, Gold or Silver).
Description Specify a description for the support or renewal level.
Support calculation method Select the support calculation method for the level: Percent or Standard Amount.
Support percentage Specify a percentage to be used for calculating the support item price. If standard amount is selected, the amount is specified at the time the transaction is created.
Renewal calculation method Select the support calculation method for the level: Percent or Standard Amount.
Renewal percentage Specify a percentage to be used for calculating the renewal item price. If standard amount is selected, the amount is specified at the time the transaction is created.

Buttons

This page contains the following buttons: 

Buttons Table
Button Description
Save Saves the record
New Adds a line where you can create a record.
Delete Deletes a record.