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Procurement : Renewal and alerting
Procurement : Renewal and alerting
Updated over 3 months ago

Renewals is a subset of your Contracts that looks at your Agreements in the context of their Renewal Date & Renewal Status.

The primary job of Renewals is to help you better track the full lifecycle of the renewal, and focus on renewal management holistically, while treating Agreements more as a data repository.

Where do I find Renewals?

You can find the Renewals in the Commitments section.

How do Renewals work?

There are 3 default views on the Renewals table:

  • Upcoming Renewals

  • In Progress Renewals

  • Completed Renewals

These views are filtered by Renewal Status.

Each of the views shows you a number of high-level details about the Renewal in question:

  • Name - contract name

  • Renewal Deadline - shows either contract notice date (for contracts which auto-renew) or contract end date (for contracts which do not auto-renew)

  • Vendor - shows the Vendor associated with the Contract

  • Total Value - total contract value

  • Auto-Renew - does this contract auto-renew (Yes or No)?

  • Renewal Status - options are:

    • None

    • In Progress

    • Renewed

    • Not Renewed

    • Terminated

  • Business Owner- shows the business owner of the contract

  • Actions - immediately action a renewal (start renewal request, will not renew, or renewal completed) without clicking into the detail screen.

Remember, because Renewals is a subset of Contract, these are all Contracts properties.

Renewal Alerting

Renewal Alerting is one of the main feature of Renewals.

Business Owners and Procurement Managers will receive renewal reminders 4 months and 1 month before Renewal Deadline.

Business Owner will be able to launch renewal request directly from their slack/email notification.

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