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The contract task schedule dates are preserved for the new contract period if the contract that is being renewed has new dates that are the same month and day for both the start date and expiration dates.
Example: Contract 2020 with Start Date 01/01/2020 and Expiration Date of 12/31/2020 is being renewed. If the Start Date 01/01/2021 and Expiration Date of 12/31/2021 are entered for the new contract, then the contract task schedule dates remain the same in the new contract period.
When the dates differ from the contract being closed to the new contract date, you must verify your tasks and task schedule dates upon renewal as they cannot be preserved in all scenarios.
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When renewing a contract that has a task list with inactive tasks, only the active task codes will be assigned to the contract. This applies to maintenance contracts, master contracts, as well as mass renewing contracts. You can print a report prior to before renewing by selecting Print > Contract Inactive Tasks that shows any inactive tasks or task lists on the contract(s). This report will automatically print after renewing if there are any inactive tasks or tasks lists that were not added to the new contract(s). See Setting up Maintenance Task Codes and Task Lists. |
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