Termination options - example 1
Scenario
This example shows a contract without a predefined end date. The contract can be terminated once per year, provided that notice is given three months in advance by either the accepting party or the offering party.
The following settings are used:
Contract
Field
Field value
Start date contract
January 1, 2025
Duration
Not specified
Notice term
3 months
Proposed expiration date
Not specified
Termination option
Field
Field value
Description
Yearly termination
Exercising possible by
Both
Based on
End date
Next possible end date
December 31, 2025
Notice term
3 months
Ultimate notification date
September 30, 2025 (calculated automatically)
Recurrence - Interval
1 year
Status
Active
Recalculating notice dates
A recurring termination option is used to keep the contract's Next notice date and Next end date up to date.
You can update these dates:
Manually, by using Recalculate notice dates.
Automatically, through an action definition in Alerts.
Updating these dates does not terminate the contract. Only the Next notice date and Next end date fields are updated.
Possible scenarios
If the current Next notice date and Next end date have passed, Planon recalculates the next available dates.
If the next recurring period has also passed, Planon recalculates the next recurring Next notice date and Next end date.
If the current Next notice date and Next end date have not yet passed, the displayed dates remain unchanged.
Applying the termination option
You can terminate the contract by:
setting the termination option status to Applied;
setting the contract status to Terminated.
In both cases, Planon proposes an Actual end date based on the current Next end date. This date can be modified if required.
When a termination option is applied, the related contract lines are terminated as well.