• Cycle Date End – Use the calendar to select the date or enter the date . All cycles end on the last day of the month .
• Batch Number – Use the lookup to select the batch for this process .
• Award – Optional . Leave blank to run the process on all Awards , or use the lookup to select one or more Awards , but not all Awards , for this process .
• Customer – Optional . Leave blank for all customers or use the lookup to select a single customer account or contact record .
Click OK . A second dialog will open displaying the number of records eligible for renewal .
Click OK to initiate the process .
The process will update the Current Award Renewal record field , Renewal Processed , from No to Yes . It will create a related Upcoming Award Renewal record for the customer .
For Award renewals that require an invoice , the Upcoming Award Renewal Paid On Date will be NULL . For Award renewals that do not require an invoice , the Upcoming Award Renewal Paid On Date = system date .
See Sample Award Lifecycles for more information on fields updated by this utility in the Current and newly created Upcoming Award Renewal record .
Group Invoices for Award Renewals
Like grouped renewal invoices , the Award Renewal Process can group eligible award renewals into a single invoice for the same Award Renewal Customer when those Award Renewals meet the search criteria entered in the Award Renewal Process dialog .
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