RenewalMacro
Captures configuration and execution data for automated renewal processes, streamlining contract renewals and recurring agreements.
Columns
| Name | Type | ReadOnly | Description |
| Recordno [KEY] | String | False |
Unique identifier for the renewal macro. |
| Macroid | String | False |
Identifier for the macro configuration. |
| Description | String | False |
Description of the renewal macro. |
| Createsalestrans | Boolean | False |
Indicates if the macro creates sales transactions. |
| Salesdocid | String | False |
Identifier for the sales document created by the macro. |
| Salesdocrecordkey | String | False |
Record key for the sales document created by the macro. |
| Createsalestranswhen | String | False |
Condition or timing for creating sales transactions. |
| Createsalestransdays | String | False |
Number of days for triggering sales transaction creation. |
| Reneweddocdate | String | False |
Date for the renewed document. |
| Renstartdateopt | String | False |
Options for the renewal start date. |
| Pricingtype | String | False |
Type of pricing applied by the macro. |
| Pricingmarkup | String | False |
Markup type for pricing adjustments. |
| Pricingmarkupvalue | String | False |
Value of the pricing markup applied. |
| Emailtocustomer | Boolean | False |
Indicates if the macro sends emails to customers. |
| Emailtocustomerfromemailid | String | False |
Email ID used for customer emails. |
| Emailcontact | String | False |
Contact email used for communications. |
| Emailcontactfilename | String | False |
Filename attachment for customer emails. |
| Emailalert | Boolean | False |
Indicates if the macro sends email alerts. |
| Emailalertfromemailid | String | False |
Email ID used for sending alerts. |
| Emailalertfilename | String | False |
Filename attachment for alert emails. |
| Emailalertaddresses | String | False |
Addresses for alert emails. |
| Emailalertwhen | String | False |
Condition or timing for sending email alerts. |
| Emailalertdays | String | False |
Number of days for triggering email alerts. |
| Createsalesopp | Boolean | False |
Indicates if the macro creates sales opportunities. |
| Createsalesoppwhen | String | False |
Condition or timing for creating sales opportunities. |
| Createsalesoppdays | String | False |
Number of days for triggering sales opportunity creation. |
| Oppcustomname | String | False |
Custom name for the sales opportunity created by the macro. |
| Inheritoppproducts | Boolean | False |
Indicates if products are inherited in the sales opportunity. |
| Stageofopportunity | String | False |
Stage of the sales opportunity created by the macro. |
| Latestversionkey | Double | False |
Key for the latest version of the macro. |
| Status | String | False |
Current status of the renewal macro. |
| Megaentitykey | Int64 | False |
Key for the mega-entity associated with the macro. |
| Megaentityid | String | False |
Identifier for the mega-entity associated with the macro. |
| Megaentityname | String | False |
Name of the mega-entity associated with the macro. |
| Record_url | String | False |
URL for accessing the record of the renewal macro. |