# Renewal Management

Most Agreements have a term, or period they are valid for, and Maica is no different in regards to `Service Agreement` records.  

{% hint style="info" %}
In Maica, the `Service Agreement` period is generally aligned with the `Plan` period.
{% endhint %}

With the Agreement `End Date` approaching, you can enable Maica to auto-generate `Opportunity` records to ensure you commence Renewal discussions with your clients in advance of the Agreement expiring.

The following configurations are available when determining how the `Service Agreement Opportunities` should be generated.

![Renewal Management via Maica Settings](https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FbtYqn7wvMKvql6BTtPtt%2Fimage.png?alt=media\&token=098e9b1d-a48a-4683-aab7-a5d3f89b8472)

{% hint style="info" %}
To enable auto-renewal, simply toggle the `Enable` switch at the top
{% endhint %}

<table><thead><tr><th>Configuration Item</th><th width="382.31109107303877">Description</th><th>Options</th></tr></thead><tbody><tr><td>Days prior to existing Agreement</td><td>Sets the number of days prior to the existing <code>Service Agreement Opportunity</code> <code>Agreement End Date</code> a <code>Renewal Opportunity</code> should be generated.</td><td>Numeric (1-100)</td></tr><tr><td>Renewal Agreement Start Date</td><td>Sets the number of days after the existing <code>Service Agreement Opportunity</code> the <code>Renewal Start Date</code> should be set.</td><td>Numeric (1-100)</td></tr><tr><td>Renewal Agreement End Date</td><td>Sets the number of days after the <code>Renewal Start Date</code> the <code>Renewal End Date</code> should be set.</td><td>Numeric (1-100)</td></tr><tr><td>Renewal Agreement Close Date</td><td>Sets the number of days prior to the <code>Renewal Start Date</code> the <code>Renewal Close Date</code> should be set.</td><td>Numeric (1-100)</td></tr><tr><td>Renewal Agreement Assignment</td><td>Sets to whom the <code>Renewal Service Agreement Opportunity</code> should be assigned. This can either be a specific user or the owner of the existing <code>Service Agreement</code>.</td><td>User Lookup</td></tr><tr><td>Initial Stage</td><td>Sets to what <code>Stage</code> the <code>Renewal Service Agreement Opportunity</code> should be set when being generated.</td><td>List (<code>Opportunity Stages</code>)</td></tr><tr><td>Cloning Options</td><td>Sets whether or not to also clone the existing <code>Service Agreement</code> Contact Roles across to the <code>Renewal Service Agreement Opportunity</code></td><td>Toggle (Yes/No)</td></tr><tr><td></td><td></td><td></td></tr></tbody></table>