Renew Subscription

Subscriptions in Ordway have the option to be Termed or Evergreen. Termed means that there is a specified amount of months that once the initial Subscription is up, a new Subscription will be created according to the settings.

Renew Subscription Options: 

• Manual Renewal
• Enable Auto-Renew
• Renew Subscriptions via Import/Export
• Renew Subscriptions via API

Manual Renewal

Preconditions:

Renewals are only applicable for Termed subscriptions, not Evergreen.

Steps:

1. Navigate to Menu > Contracts & Orders > Subscription Contracts.
2. Click Renew from the Gear icon for the desired Subscription. 
   

3. Select a Renewal Effective Date on when this should take effect. This must be after the Current Term End Date.

4. Make any other changes needed.

5. Save when finished.

This action creates a new version of the Contract and recalculates all billing schedules and metrics associated with the Charges.

Renew Subscription Contracts via Auto-Renew

To set future Subscriptions to Auto-Renew, edit the Subscription with Auto-Renew enabled. 

Note: Subscriptions set to auto-renew are run at 1:00am EST on the renewal date. 

Steps:

1. Navigate to Menu > Contracts & Orders > Subscription Contracts.
2. Click Change for the desired Subscription. 
3. Toggle Auto-Renew ON. 
4. Save when finished. 

Renew Subscription Contracts via Import/Export

See our Import & Export Data documentation.

Steps:

1. First export a selection of contracts to be renewed.
2. Update the Version Type column to Renewal and enter the Effective Date.  
3. Ensure the Effective Date is the renewal date and after the Current Term End Date.
4. Re-import the file in either .CSV or .XLSX format.

Renew Subscription via API

• Refer to Ordway's API documentation:  Renew Subscription API call.