Hi all
I have a customer that is using contracts within the Sales module simply as a record of an Account being subscribed to use the customer’s services for however long (start and end date).
They have asked for what sounds like a very simple requirement, and yet due to the rigidity of the Contract entity, I’m struggling to satisfy it. They want a single view that contains contract records either due for renewal in the next 3 months or (and this is the tricky one) that have expired and not been renewed.
The issue is that when a contract expires and is renewed, it’s status remains Expired and there’s no indication on the parent record that a child has been created. I know that on the child record, there is an originating contract lookup field which links it to its parent.
I’ve seen one blog that provides a way of showing expired contracts that haven’t been renewed at all by outer joining to child records and then doing a null check (so where there aren’t any children). However, this wouldn’t work for contracts that are due for renewal for subsequent time, because as soon as a contract is renewed once and a child record is created, the left join will always return a record.
Can anyone give me any pointers? Thanks!