Telus TPM Documentation
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Renewing a Contract
To renew a contract, open the contract and select Renew from the Actions section on the top right of the screen.
Some fields cannot be changed via the Renew process. For example, you can change dates but you can't change the Contractee. The Product, LumpSum, Distributor data, etc. is carried over to the renewal, but the Products and/or Lumpsums can be added or removed, Pricing can be changed and Distributors can be added or removed.
Click Save in the Actions section at the top right of the screen to save changes.
When you are ready to submit the contract to be approved, click the Submit button.
Notice the Contract ID now shows that this is the 1st renewal to the contract since you renewed the original version. (Note: for contracts that have no renewals or amendments, the Contract ID is followed by R0.V0.)
