Close Expired Contracts

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Closing Expired Agreements

From the PM (01) Contract navigator, click the Close Expired Contract button.
Select the Expiration From and Thru dates of the contracts you want to close. Normally this will be 60 to 90 days past, depending the desires of your company.
Select the Job Group and/or Branch, if desired.

Press Next to continue
The next screen presents all contracts that meet the selection criteria for review.

If there are any anomalies in the list, dropdowns will appear to assist with processing.

The 2 items shown below have Open Orders, an Open Recurring and a WIP Balance and 3 corresponding action selection dropdowns appear.

Choose an action from the Open Order Action dropdown based upon if you want to leave the Contract and the associated order open or cancel them both.

Choose an action from the Open Recurring Action dropdown based upon how you want to handle Contracts with Recurrings

Choose an action from the WIP Balance Action dropdown based upon how you want to handle the WIP Balances.

When completed with your selections, press Finish to close the expired contracts and handle the anomalies as you have indicated.
If you chose to do nothing, you will need to handle each individually to keep your contracts clean.