Creating a Renewal Template

There are multiple ways to create a Renewals Template. These options include:

• Directly from the Subscription Record
• Setup > ZoneBilling Setup > Renewal Template
• ZAB Preferences Defaults

1. 1. Go to the Subscription record that requires renewal setup.
   2. On the Subscription, click on the Renewal subtab.
   3. Click Edit.
   4. Click the Renewal Template field to select an existing template or click the + sign to create a new Renewal Template.
   5. On the new ZAB Renewal Template page, fill in the required fields .
      • Name the Renewal Template.
      • Renewal Action upon Approval will determine if new or existing records will handle the renewal.
      • Renewal Term Frequency and Interval define the new contract period.
      • Decimal Precision allows you to decide how many decimals should be included when rates are calculated.

      Note: If the Renewal Item has a Rate Policy, the decimal precision configured the Rate Policy Rule will override this value.

   6. Click Save.