Renewals 1: Generate a Renewal Batch

Video Content Duration: 3 minutes 30 seconds

Please be sure to understand what renewals are, and consider these prerequisites before you run your renewals batch in order to glean the best data. 

• Batch Name and Saved Criteria Filters
• Job and Service Date Criteria & Status
• Service Resource Allocation
• Optional Renewal Criteria
• Exclude Customers
• Assign Values
• Values to Copy