Manufacturing Cloud: Renew button not visible on Sales Agreement records

Follow the steps below in order. 

Cause 1: Sales Agreement tab is not visible to the user profile

1. Navigate to Setup > Users > Profiles > [User’s Profile].
2. Open Object Settings (or Tab Settings in the Classic profile layout).
3. Select Sales Agreements (SalesAgreement).
4. Click Edit.
5. Set Tab Settings to Default On.
6. Save the changes.

Cause 2: Missing Read and Edit permissions on the Sales Agreement object

1. Go to Setup > Permission Sets >Object Settings > Sales Agreements (SalesAgreement).
2. Click Edit.
3. Under Object Permissions, enable Read and Edit.
4. Save the updates.
5. Verify the user has the Manufacturing Sales Agreement permission set license assigned .

Cause 3: Sales Agreement is outside the configured renewal period

1. Navigate to Setup and search for Sales Agreements.
2. In the Renewal Period section, ensure the Renewal Period (Days) setting includes the current date relative to the agreement’s End Date (EndDate).
   • Example: Set 365 to allow renewal within one year prior to the End Date.
3. Save the configuration.
4. Refresh the Sales Agreement record.

Cause 4: Status is not mapped to a valid Status Code
The Renew button is displayed only when the Sales Agreement Status (Status) is mapped to one of the following Status Codes (StatusCode): Activated, UnderRevision, or Expired. Custom statuses must be mapped accordingly.

1. Go to Setup > Object Manager > Sales Agreement > Fields & Relationships > Status.
2. Open the relevant Status picklist value.
3. Confirm the Status Category is set to Activated, UnderRevision, or Expired.
4. Save the changes.

Cause 5: Record is in a non-eligible status
The Renew action is not available for Draft, Approved, Cancelled, or Rejected statuses by design. Update the record to a status mapped to the Activated status code on the Details tab and save. The Renew option becomes available once the record is in Activated, Under Revision, or Expired status.

Note on Override Predefined Status Validations
The Override Predefined Status Validations setting (Setup > Sales Agreements) only controls field edit restrictions on non-Draft agreements. It does not affect the visibility of the Renew button.

After applying the relevant fix, reload the Sales Agreement record as the affected user and confirm that the Renew button appears in the highlights panel. Then proceed with renewal, which creates a new Sales Agreement in Draft status.