Renew a subscription

Prev Next

Now that Axel and Candace have, in the previous article Methods to renew a subscription, understood how subscription renewal works, Linda shows them how to put it into practice in Frisbii.


Reminder: since the Winter'18 version, the subscription is renewed by creating a renewal change order, and no longer by a new subscription. This renewal by another subscription is still used but is no longer maintained (contact our Support team to request an update of your org). This is why the procedure is not explained in this article.

Procedure 1: Renew button

1. Go to the Subscriptions tab.
2. Open the subscription in question.
3. Click on the Renew button and then on Validate. Make sure you have filled in the fields Renewal commitment period and Renewal commitment unit accordingly to your needs.



Note: Once your subscription is renewed, a change order is created, on the Change Orders related list in your subscription record.

 

Procedure 2: From the related list

1. Go to the Subscriptions tab.
2. Open the subscription in question.
3. In the Change Orders related list, click on New.

4. This way of creating a change order allows you to fill in all the information manually.


The Type field must specify: Renewal. Read the article Change orders for more information about the fields and their purpose.


5. Save