When a contract is not renewed or canceled, it remains in active state even if its end date has passed. You can run a script to set the status of expired contracts from Active to Closed. For information about contract states, see Contract Workflow.
To close expired contracts:
- Go to Customization > Scripting > Scripts.
- Filter the list to show only Map/Reduce script types.
- Look for SWV CR MR R08 Close Contracts (customscript_swv_cr_mr_r08_closecontract) and click the Deployments link next to it.
- Click the Edit link for customdeploy_swv_cr_mr_r08_closecontract.
- Make sure that the Status is set to Not Scheduled, and the Deployed box is checked.
- Click Save and Execute in the Save button dropdown menu.
The script searches for contracts with a current status of Active and an end date that is before the current date. Then, it sets the status of these expired contracts to Closed.
Closed contracts cannot be edited and will no longer be processed for the following:
- Contract renewal – Closed contracts are ignored by the R05 script. Also, the Renew Now button is not available on the contract record.
- Contract upsell – Closed contracts are not available for selection in the Contract field on an upsell order. Also, Create Upsell Order (which is available only on edit mode) will no longer be available on the contract record.
- Contract downsell – Closed contracts are not available for selection in the Contract field on a downsell RMA. Also, Create Downsell RMA (which is available only on edit mode) will no longer be available on the contract record.
