a.Name: Enter a name for the order renewal.
b.Description: Enter a brief description for the order renewal.
c.Orders to Renew: Enter the BI query that you want to use to renew order or click  to search for a saved list. The BI cannot contain functions as result members
d.Order/Offer Type: Select the type of order being created:
▪Renewal: A renewal of a previous order.
▪Standard: A one time order.
e.Offer Name: Enter the name for the offer being renewed.
f.Offer Start Date: Enter the date that the offer will be made available to customers.
Click  to select a date or  to select a duration.
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Caution
If you do not enter a value, the offer start date will be the date when the renewal was run ('Execute' was pressed). Online customers will immediately be able to see the offer when they log into their accounts.
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g.Offer End Date: Enter the date that the offer will no longer be available to customers.
Click to select a date or to select a duration.
Once this date has passed, the inventory will be released. If the 'End Date' is updated after the original date has passed and the inventory is still available, it will be added back to the offer.
h.Offer Promotional Code: When renewing an offer to an event with an on-calendar/on-sale promotion, the promotion must be entered here and Yes must be selected from the Renewals|Seating page's 'Use Offer Promo Code' dropdown.
Click to search for a promotion.
▪If the promotion does not have an access code, only customers with the promotion on a benefit can access the offer.
▪If the promotion has an access code, customers/staff must enter the promo code to access the offer.
i.Order Delivery Method: Select the delivery method that will be used for the renewed order.
j.Balance Due Date: When the offer is added to an order, the date the balance must be paid by. This date determines whether a customer renewing an offer in Online Sales will be given the option to schedule payments.
Click to select a date or to select a duration.
k.Payment Type: Select the type of transaction that you want to apply:
▪Payment: A new item will be added to the order; therefore, a payment is required.
▪Refund: A event/bundle will be removed from an order; therefore, a refund is required.
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Information
If you are removing comp tickets that do not require a refund, you must still select the Refund option.
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▪Both: A new item will be added, and an event/bundle will be removed from the order; therefore, both a payment and a refund are required.
▪None: Neither a payment nor a refund are required.
l.Payment Methods: Select the payment method(s) that you would like to use to for the order.
Cash cannot be used for renewals.
m.Order Warnings: Select the warning message(s) that you would like to suppress:
▪Admissions price types != default customer price type (5325)
▪Number of tickets exceeds maximum (5399)
▪Release Seats Reason (5285)
▪Scheduled payments pay order fully (4216)
▪Unfulfilled bundles (5334)
▪Unpaid Reason (5388)
▪Overpaid (5008)
n.Order Unpaid Reasons: Select a reason why unpaid orders are being created:
▪Approved by Box Office Mgt
▪Approved by Company Mgt
▪Approved by Producer
▪Awaiting Customer Confirmation
Most order renewals will use Awaiting Customer Confirmation as the unpaid reason.
o.Renewal Option: Select the 'Populate Order Marketing' check box if you want to retain the values in the order marketing fields of the source order in the destination order.
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