Skip to content

Update Late Renewal Auto-Close details from Quote Start Date -> Subscription Renewal Date

John Budreski requested to merge master-patch-1d0d into master

Why is this change being made?

The auto-close automation of Opportunities is being changed from 30 days after the Quote Start Date to 30 days after the Subscription Renewal Date. We are implementing this change to avoid incorrect auto-closure of Opportunities when a Quote is inadverntly created with a misaligned Start date.

Author Checklist

  • Provided a concise title for this Merge Request (MR)
  • Added a description to this MR explaining the reasons for the proposed change, per say why, not just what
    • Copy/paste the Slack conversation to document it for later, or upload screenshots. Verify that no confidential data is added, and the content is SAFE
  • Assign reviewers for this MR to the correct Directly Responsible Individual/s (DRI)
    • If the DRI for the page/s being updated isn’t immediately clear, then assign it to one of the people listed in the Maintained by section on the page being edited
    • If your manager does not have merge rights, please ask someone to merge it AFTER it has been approved by your manager in #mr-buddies
    • The when to get approval handbook section explains the workflow in more detail
  • If the changes affect team members, or warrant an announcement in another way, please consider posting an update in #whats-happening-at-gitlab linking to this MR
    • If this is a change that directly impacts the majority of global team members, it should be a candidate for #company-fyi. Please work with internal communications and check the handbook for examples.

Merge request reports

Loading