Identifying Month-to-Month Services

Term and renewal information is used to identify month-to-month (MtM) services, also referred to as out-of-term services.

Month-to-month services have a fulfillment status of In Service and a term type equal to Month-to-Month. Each monthly renewal is processed as a separate one-month term by the Service Auto Renew and Expire background job. The automated formula field Is In Term simplifies the creation of list views and reports.

Service term information
Service term information

Month-to-month services can be found in the Out of Term (Month-to-Month) list view:
App Launcher → Services → Out of Term (Month-to-Month)

Nextian also provides a way to identify accounts with month-to-month services using the Has Month-to-Month Services flag (on account) and the Accounts With Month-to-Month Services list view:
App Launcher → Accounts → Accounts With Month-to-Month Services

Additionally, month-to-month services are displayed in the Out of Term (Month-to-Month) Services component on the account details page (as shown in the screenshot below):

Services approaching end of term and month-to-month services
Services approaching end of term and month-to-month services
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