Renewals and terminations

Who: TBA.

See which contracts need a decision

A contract goes En preaviso (In notice) when its notice deadline falls within the next 90 days. That is the time to decide whether to renew it.

Inicio (Home) shows the Contratos en preaviso (Contracts in notice) counter.
The Contratos TBA (TBA contracts) and Contratos de servicio (Service contracts) lists have the Preaviso en 90 días (Notice within 90 days) filter and the Límite de preaviso (Notice deadline) column.

If the contract has auto-renewal, you do not need to do anything. At the end of the term, the contract extends itself by one renewal period.

Add the contract year for the following year with its price increase. See Onboard a client.

The contract shows No se renueva (Not renewing) and the date it ends. On that date it moves to Finalizado (Finished).

Give notice in time

The notice must arrive before the notice deadline. If it arrives late, the contract renews once more and ends at the end of the following term.

Open the contract.
Click Dar de baja (Terminate).
Enter the Fecha de baja (Termination date) and a Motivo (Reason) of 10 to 300 characters.

The contract moves to Rescindido (Terminated) on that date.

What	How
An asset	Dar de baja in the asset header, with a date and a reason.
A user	Dar de baja on the user's page, with a date and a reason.
A client	Dar de baja on the client's page. Reactivar (Reactivate) makes it active again.
A provider	Bloquear (Block) on the provider's page. Desbloquear (Unblock) makes it active again.
An installation	Cambiar estado (Change status) to Retirada (Retired).
A maintenance plan	Set its Fin (End) date.
An inspection schedule	Finalizar calendario (End schedule).
A maintenance job	Cancelar mantenimiento (Cancel maintenance job), with a date and a reason.

Eliminar (Delete) works only on a record created by mistake, and only while nothing depends on it.