Renew contracts

Once you have recorded contract details for some or all of your apps, you can use Trelica to manage renewals. 

To view the contracts that are coming to the end of their term, either sort the Contracts list by the End date column or switch to the calendar view.

Renewal calendar.png

By default the calendar view displays the notice deadline for each contract. If you have not specified a notice period from the contract Details tab, the deadline is set based on the default notice period. To change the default notice period, go to Admin > Settings > Contracts and select Notice period.

Contracts with a rolling term are not included in the calendar, as these are extended automatically until you enter an end date.

Enable renewal notifications

You can send notifications when contracts are due for renewal via email, Slack or Microsoft Teams. Go to Admin > Settings > Notifications and enable the Renewals notification. 

By default, notifications are sent to the contract owner and the app owner (if different). Edit the recipient list to select different app roles (such as the IT admin role or a custom app role) or specific individuals. If a user belongs to multiple roles, only one notification (of each type) is sent.

By default, email notifications are sent from the noreply@trelica.com email address. To send email notifications from an email address that belongs to your organization, set up a new sender in Trelica and update your DNS records. For more information, see Sending email from your own domain.

Renew a contract

If you are importing contract details from a procurement management system, the new contract is imported automatically and marked for review. When reviewing a contract or creating a new contract manually, use the Related tab to identify the previous contract.

Related contracts.png

Next steps

Once you have imported accurate spend and contract data for your managed apps, you can compare contractual commitments to actual spend, compare entitlements to actual app usage, and configure workflows to optimize license app license allocations automatically. 

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.