This article provides an overview of the contents of the Renewal Due Date page.
TABLE OF CONTENTS
- Information on the renewal due date page
- Where to find the renewal due date page
- Sections of the renewal due date page
- Next Renewal
Information on the renewal due date page
The Renewal Due Date page displays all information relating to a renewal. It is also used to carry out certain actions relating to the renewal, such as:
Generating quotes and processing charges
Entering instructions
Completing renewals
Where to find the renewal due date page
You can access the renewal due date page by:
Navigating to a case and clicking on the Renewals tab
Navigating to the system Renewals section, clicking Renewal Due Dates, and then clicking Edit on a renewal
Clicking on the Year hyperlink in a renewals report created in the report generator
Where there are multiple Equinox renewal due dates for a case, these will appear as tabs across the top of the due date page.
Sections of the renewal due date page
The sections of the renewal due date page are:
Progress Bar
Details
Case Details
Charges
Dates
History
Here's a summary of the different sections of the renewal due date page:
Progress Bar
Across the top of the page, a progress bar shows the steps required for the renewal process, with the step turning green when it is completed on Equinox. When completed, the steps also show the date on which the action was completed.
The steps in the progress bar are:
| Name | Description | Link to more information |
| Case Created | This is completed by default | N/A |
| Renewal Started | This is completed when the renewal due date is generated in Equinox | Generating A Renewal Date |
| Costs/Quotes | This is completed when the quotes for the renewal are generated | Adding Costs and Quotes |
| Instruction | This is completed when the renewal date has had an instruction entered | Processing Client Instructions |
| Invoicing | This is completed when the renewal quotes have been processed and converted to charges on the case | Processing Charges |
| Completed/Move On | This is completed when the renewal is confirmed complete, and the following renewal date has been generated - unless is has reached end of life | Completing and Moving On A Renewal |
Details
The Details block contains key information relating to the renewal.
| Name | Description |
| Due Date | The due date of the renewal |
| Renewal Year | The year of the renewal |
| Instruction | The instruction of the renewal |
| Completed | Yes/No - whether the renewal has been completed |
| Notes | Notes related to this specific renewal due date. Any notes saved here are visible within the due date page, and also in renewals reports |
Dependent on user permissions, the above details can be edited via the Edit button in the Details block header.
Case Details
The Case Details block provides a quick summary of key case information.
The Notes field lets you store notes relating to renewals for the case in general, rather than just this specific renewal due date. These notes will display on all renewal due dates for this case.
Charges
This block lists any charges associated with the renewal due date.
It's possible to add additional charges manually via the Add Charges option in the Charges block header - see Adding Charges.
The Force Process Charges option lets you convert quotes to case charges before the instruction has been entered. This may be used for requesting payment in advance. For more information on processing charges, see Processing Charges.
The block header also contains the total of the charges for this renewal due date.
Dates
The Dates block displays key dates relating to the renewal.
| Name | Description |
| Due Date | The renewal due date |
| Accepted Date | The date the renewal due date was generated |
| Cost Date | The date the costs/quotes were added to the renewal |
| Instructed Date | The date the renewal instruction was entered |
| Charges Processed Date | The date the renewal costs were processed and converted to charges |
| Confirmed Date | The date the renewal has been confirmed |
| Moved On Date | The date the renewal has been moved on and the next renewal date |
History
The History block displays a log of actions that have been completed relating to the renewal. It stores the field or property that has been updated, the value before and after, the user who completed the action, and the date and time of the action.
Next Renewal
The Next Renewal block displays a list of the future upcoming renewal due dates for the case.
Note: Equinox only supports one active due date at a time, so each subsequent due date is generated at the point the previous due date is completed.
If no further renewals are due, you'll see the following message:
