Overview
Use the Software Renewal order type to renew or extend an existing software contract. For new software implementations please utilize the standard order type.
✅ Includes:
Renewing licenses
Extending support/maintenance
🚫 Do NOT use for:
New software purchases
Adding new software
Bundling with new equipment
✅ Requirements (Before You Submit)
📄 Documentation required (renewal agreement)
✅ Credit approval required prior to submission
🛠️ How to Submit
Confirm it is a true renewal (existing contract)
Select Software Renewal as the order type
Work with your software overlay to get the quote/pricing added into the proposal.
Gather required documentation (SSA and Lease documents if applicable)
Obtain credit approval
Create/validate the order in PREO and clear all winhelper rules
Submit through standard PREO workflow
🤝 Need Help? Software Overlay
If you need help building or entering the renewal:
Engage your Software Overlay Rep for:
Configuration support
Pricing validation
Deal entry assistance
🔗 Request Software Overlay Support:
👉 https://intercom.help/preo/en/articles/8771002-how-to-request-overlay-assistance-for-software]
⚠️ Quick Reminders
Renewal = existing contract only
Classified as Post-Sales Revenue (PSR)
Missing documentation or approvals will delay processing
✅ Quick Reference
Scenario | Use Software Renewal |
Renew existing contract | ✅ |
Extend support | ✅ |
New software | ❌ |
Add-on software | ❌ |