Contract Manager and Contract Renew Utility Shannon Roberts and Sharon Elebario

Modifying Levels: Sign-up Level The sign-up level is a combination of the contract definition and current level, indicating the level of fulfillment the customer must meet.

Modifying Levels: Sign-up Level Locate and open the contract instance. Click the magnifying glass next to the sign-up level field. Note: This option is only available when the instance is in planning or awaiting review. The set contract parameters window displays. Select the contract type: These are the contract definitions Select the appropriate level: These are the levels associated with the contract definitions. Select contract level date. Set Contract Level.

Modifying Levels: Current Level Do not enter a value in the current level fields. The system populates this field with the customers current advertising level. This value can be changed during the course of the contract if the advertiser is allowed to move up or down in levels.

Modifying Levels: Current Level Locate and open the contract instance. Click the magnifying glass next to the current level field. The set contract parameters window displays the current level and description. Select the new level from the set contract level pull-down list and click set. The current level is updated on the contract instance tab. Save the changes to the contract instance.

Contract Renew Utility Contract renew utility can automatically move a customer’s level based on their advertising. The utility will update the contract and change the level. If the order only includes future dates, then it will be rerated. The utility will not rerate ads that have started running on or before the day of the level change. The contract status will automatically change to closed and the advertising is no longer receiving the contract price. When the period variable is defined, the contract renew utility looks at the period first when evaluating the status. Based on this variable it can set the expiration status to Short Rate, even if the expected value is met or exceeded

Questions How does your site modify levels? How does your site use contract renew utility?