View contract renewal relationships

You can view contract renewal relationships in the following two places:

  • Contracts list
  • Contract - Renewals tab
Subscription

Contracts

Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Contract: List, View

View contract renewal relationships in the Contracts list

You can view a graphical representation of how contracts are related in the Contracts list. The view shows a hierarchical structure of parent-child relationships using icons and indentations. A "parent" is the original contract created for a particular customer. The system creates "child" contracts when it renews a contract.

The system numbers child contracts using the convention <original contract number>-1, <original contract number>-2, and so on, as in the following illustration.

To view the Contracts list:

  1. Go to Contracts > All > Contracts.

  2. At the top of the Contracts list, select the Display Hierarchy checkbox.

The most common reason that you do not see this feature is that you're using a custom view.

When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

To see the options again, switch back to View All. See Custom views for more information.

View contract renewal relationships in the Contract - Renewals tab

The Renewals History table in the contract Renewals tab displays one entry for each contract created as a result of a renewal chaining from an original source contract.

To view the Renewals tab:

  1. Go to Contracts > All > Contracts.

  2. Select Edit or View next to the desired contract.
  3. In the Contracts page, select the Renewals tab.