Notifications when contract is expiring. How can we track on execution and expiration with automated renewal reminders while also documenting discounts and rates?

Case

Notifications when contract is expiring. How can we track on execution and expiration with automated renewal reminders while also documenting discounts and rates?

Solution

You can set up a business process that will monitor the expiration date of the contracts and notify the users by sending emails or reminders (to the notification center). 

The start signal can be 'Start timer'. It can be launched at some specific time with some specific frequency. Learn more at https://academy.bpmonline.com/documents/technic-bpms/7-12/start-timer

Then you can use Send email element or set up the process like this: https://community.bpmonline.com/questions/how-notification-can-be-sent-business-process-different-users

 

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