Overview:
This process outlines how to access, view, and update renewal records in Xvantage for Associates (X4A) CRM. Users can search for specific customer renewals, review detailed information related to orders, products, and operational data, and make necessary updates to ensure records are accurate and up to date.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
From Xvantage CRM’s left navigation menu, select RenewVue under the Licensing section.
Use the Customer Number or Customer Name to filter or search for the desired record.
Locate the relevant Renewals ID and click the ID, IMSO#, or IMPO# hyperlink to view the renewal details.
On the details page, you can view or update the following fields:
IMSO#
IMPO#
Cust PO#
End User PO#
Invoice Date
Additional details are available below:
Order Details: Total Amount, License, Expiry Date, Status, EU Company Name, Address, City/State/ZIP, Contact Info
Product Line: Line No., SKU, MfrPart#, Product Description, Ship Qty
Value Attributes: Attribute Type, Attribute Value, Start and Expiry Date
Life Cycle: Customer Reference, End User, Quote Date, Quote Amount, Subsequent Order, Reseller Status, Reseller Feedback
Operational Info: Renewal Type, Source, Due Date Method, Need Review, Review Reason, Created, Last Updated, Parent ID, Related ID, Vendor/Program
Audit: Shows who last updated the record
After making any updates, click Save Changes or Reprocess to apply them.