Sync renewal or evergreen templates to contracts

When you edit the following fields in a renewal or evergreen template, you can sync your changes to associated contracts:

  • Renewal action (only applicable to Intacct Advanced CRM Integration and renewal templates)

  • Days

  • Contract end date (only applicable to renewal templates)

  • Recurring billing period end date (only applicable to evergreen templates)

Syncing updates the trigger date on in-progress contracts that use the template. The trigger date is when Intacct creates a child renewal contract. Syncs act one-way, from template to contract. During a sync, the template and associated contracts are locked to prevent concurrent changes. When a sync is complete, you'll receive an email notification.

You can sync updates immediately after saving changes to a template, at a later time, or on an individual contract basis.

Sync to all contracts immediately

If you want your updates to take effect right away, you can sync changes to all contracts immediately after saving the template.

Subscription

Contracts

Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Contracts

  • Renewal templates: List, View, Add, Edit

  • Evergreen templates: List, View, Add, Edit

  1. Update a template.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Find the template that you want to update, which is in use by one or more in-progress contracts.

    3. Select More actions > Edit at the end of the row.

    4. Change one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    5. Select Save.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Select Edit next to a template that's in use by one or more in-progress contracts.

    3. Modify one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    4. Select Save.

  2. In the popup that appears after you select Save, select Sync.

    Syncing updates the trigger date for in-progress contracts associated with this template. During the sync, the template and associated contracts are locked to prevent concurrent changes. When the sync is complete, you'll receive an email notification.

Sync to all contracts later

If you prefer to hold off on syncing after updating a template, you can initiate a sync for all contracts at a later time.

Subscription

Contracts

Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Contracts

  • Renewal templates: List, View, Add, Edit

  • Evergreen templates: List, View, Add, Edit

  1. Update a template.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Find the template that you want to update, which is in use by one or more in-progress contracts.

    3. Select More actions > Edit at the end of the row.

    4. Change one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    5. Select Save.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Select Edit next to a template that's in use by one or more in-progress contracts.

    3. Modify one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    4. Select Save.

  2. In the popup that appears after you select Save, select Do not sync.

  3. At a later time:

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Find the template that you want to sync.

    3. Select the template's ID.

    4. Select More actions > Sync to contracts.

      This option does not appear if there are no changes to sync.

    5. Select Sync to confirm and start the sync.

      Syncing updates the trigger date for in-progress contracts associated with this template. During the sync, the template and associated contracts are locked to prevent concurrent changes. When the sync is complete, you'll receive an email notification.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Select View next to the template you updated.

    3. Select More actions > Sync to contracts.

      This option does not appear if there are no changes to sync.

    4. Select Sync to confirm and start the sync.

      Syncing updates the trigger date for in-progress contracts associated with this template. During the sync, the template and associated contracts are locked to prevent concurrent changes. When the sync is complete, you'll receive an email notification.

Sync to an individual contract

For targeted updates, or if a sync was unsuccessful, you can choose to sync individual contracts.

Subscription

Contracts

Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Contracts

  • Contracts: List, View, Add, Edit, Post

  • Renewal templates: List, View, Add, Edit

  • Evergreen templates: List, View, Add, Edit

  1. Update a template.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Find the template that you want to update, which is in use by one or more in-progress contracts.

    3. Select More actions > Edit at the end of the row.

    4. Change one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    5. Select Save.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Select Edit next to a template that's in use by one or more in-progress contracts.

    3. Modify one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    4. Select Save.

  2. In the popup that appears after you select Save, select Do not sync.

  3. Go to Contracts > All > Contracts.

  4. Find a contract that's in progress and associated with the updated template.

  5. Select More actions > Edit at the end of the row.

  6. Sync with the template:

    • For Termed contracts, go to the Renewals tab and select Sync with template below the Trigger date field.

    • For Evergreen contracts, select Sync with template below the Evergreen template field.

    These options do not appear if there are no changes to sync.

    Syncing updates the trigger date of the contract. During the sync, the template and associated contracts are locked to prevent concurrent changes.

  7. Select Save.

  1. Update a template.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Find the template that you want to update, which is in use by one or more in-progress contracts.

    3. Select More actions > Edit at the end of the row.

    4. Change one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    5. Select Save.

    1. Go to Contracts > Setup > Templates > Renewal or Evergreen.

    2. Select Edit next to a template that's in use by one or more in-progress contracts.

    3. Modify one of the following fields (only these fields initiate a sync):

      • Renewal action—only applicable to Intacct Advanced CRM Integration and renewal templates

      • Days

      • Contract end date—only applicable to renewal templates

      • Recurring billing period end date—only applicable to evergreen templates

    4. Select Save.

  2. In the popup that appears after you select Save, select Do not sync.

  3. Go to Contracts > All > Contracts.

  4. Select Edit next to a contract that's in progress and associated with the updated template.

  5. Sync with the template:

    • For Termed contracts, go to the Renewals tab and select Sync with template below the Trigger date field.

    • For Evergreen contracts, select Sync with template below the Evergreen template field.

    These options do not appear if there are no changes to sync.

    Syncing updates the trigger date of the contract. During the sync, the template and associated contracts are locked to prevent concurrent changes.

  6. Select Save.