Exclude Fields on Renewals

This Feature Console page allows you to exclude custom fields from being copied when creating a contract renewal. Excluded fields are empty on the resulting renewal.

This feature has one step which lets you select the custom fields that you want to exclude from the contract renewal process:

  1. Click Launch.
  2. To exclude header level or line level custom fields, move them from the appropriate Available list to the corresponding Selected list.
  3. Click Save. The step's Status changes from "Not Done" to "Done".
  4. Now use the Status slider in the Feature section to enable the feature.

You can edit the list at a later date by clicking Edit and changing the selected fields. If you delete a field that has been excluded, it is automatically removed from the Selected list at header or line level.