How to Create a Renewal

The following configurations must be in place before a ZAB Renewal can be generated:

• A Renewal Template has been assigned to the Subscription
• A Renewal Item (under the Renewal subtab) has been assigned to the Subscription Item that will renew

Once both records have been assigned, a Create Renewal Items button will populate on the Subscription and Subscription Item. Click on the Create Renewal Items button to generate ZAB Renewal Records and Renewal Items. 

1. Locate the Subscription and Subscription Items that you want to renew.
2. Create a Renewal Template and add it to the Subscription (this can also be added as a Preferences Default).
3. Select a Renewal Item for each Subscription Item that should be included in the renewal (this can also be added as a Preferences Default).
   1. The Item Type selected for the Renewal Item must have the Subtype 'For Sale' or 'For Resale'.  You will not be allowed to select an Item Subtype 'For Purchase'.
   2. Note: Renewal Items will only land on the same ZAB Renewal if they share the same Renewal Item Start Date.
      
4. On the Subscription, click the Create Renewal Items button to generate a Renewal Item and ZAB Renewal.
   1. This process also runs automatically every 6 hours.
   2. The Sync Renewal Items button is used to regularly capture updates made on the Subscription Item, Renewal Item fields, and Renewal Template.
5. On the Renewal Record, click the Create Estimate button to generate an Estimate and Renewal Estimate Item.
   1. Previous Estimates sourced from the same ZAB Renewal can be found under the Renewal Record’s Estimates subtab:
6. Convert Estimate to a Renewal by clicking the 'Convert Estimate' button.
   1. Outcome: Estimate will convert to a new Subscription and Subscription Item or update the original Subscription and Subscription Items (per the Renewal Action defined on the Renewal Template). 
      1. Renewal details can be found under the new Subscription: