# 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](/files/8LONfbNC0aBn6Ofj2Hq1)

{% 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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.maica.com.au/general-information/client-management-settings/renewal-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.