> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Carrying Over Benefit Allocations on Renewal

> How active benefit allocations carry over automatically when a subscription renews.

## How Benefit Allocations Carry Over on Renewal

Carrying over benefit allocations on renewal is automatic. It is not a setting you turn on. When a subscription renews, fusionCore clones each active allocation onto the renewed Purchase Activity, re-pointing the clone to the new Purchase Activity and applying the new dates.

An allocation is carried over only when its `Benefit_End_Date__c` matches the prior Purchase Activity's grace-period end date — in other words, when the benefit ran for the full term. Off-cycle or mid-term allocations, whose end date does not line up with the grace-period end, are not carried over.

The steps below walk through a subscription renewal so you can see the carried-over allocations on the new Purchase Activity.

<Steps>
  <Step title="Open the Benefit Allocation">
    Open a **Benefit Allocation** record detail page.
  </Step>

  <Step title="Click Renew Subscription">
    At the top-right, click **Renew Subscription**.

    <Frame caption="The Renew Subscription action on a Benefit Allocation">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.52.10-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=4e3e574e7e16a7d8057f2bbd7d67c67f" alt="The Renew Subscription button at the top right of a Benefit Allocation record" width="646" height="198" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.52.10-PM.png" />
    </Frame>
  </Step>

  <Step title="Open the Order from the pop-up">
    A pop-up alerts you that the renewal is in progress and tells you when it is complete. Click **Order**, which is hyperlinked in the pop-up, to open the Order detail page.

    <Frame caption="The renewal-in-progress pop-up">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.52.58-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=f18517be00168e1b51f8b3217dfc1617" alt="The pop-up indicating that the subscription renewal is in progress" width="1040" height="336" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.52.58-PM.png" />
    </Frame>

    <Frame caption="The Order detail page opened from the renewal pop-up">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.54.25-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=792043dd3c9140624bcc6eea48efe6e2" alt="The Order detail page for the renewed subscription" width="2990" height="644" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.54.25-PM.png" />
    </Frame>
  </Step>

  <Step title="Pay the Order">
    At the top-right, click **Pay Order**, then go through the **payment process**.

    <Frame caption="The Pay Order action on the Order">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.55.27-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=ce88806ea2d561f98bc9b7b411075b0c" alt="The Pay Order button at the top right of the Order detail page" width="1108" height="234" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.55.27-PM.png" />
    </Frame>
  </Step>

  <Step title="Refresh to see the new Purchase Activities">
    Go back to the **Order** detail page and **refresh** the browser. You can now see that the **Purchase Activities** for the subscription have been created.

    <Frame caption="The new Purchase Activities created for the renewed subscription">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.56.17-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=01beff2897c637949bb5b2caa1851ec9" alt="The Order detail page showing the newly created Purchase Activities for the subscription" width="1514" height="764" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.56.17-PM.png" />
    </Frame>

    <Info>
      This populates only when the Order is Active or Paid.
    </Info>
  </Step>

  <Step title="View the carried-over allocations">
    On the **Purchase Activity** detail page, you can see that the **Benefit Allocations** have been carried over.

    <Frame caption="The carried-over Benefit Allocations on the new Purchase Activity">
      <img src="https://mintcdn.com/fusionspan/9Wg7ZFISJlafsBv6/images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.57.31-PM.png?fit=max&auto=format&n=9Wg7ZFISJlafsBv6&q=85&s=107aeec8ee932f58fd18b44bcaa3d2ba" alt="The Purchase Activity detail page showing the Benefit Allocations carried over from the prior term" width="1452" height="440" data-path="images/end-user-guides/4843208751/Screenshot_2025-01-10_at_4.57.31-PM.png" />
    </Frame>

    <Info>
      Only active allocations whose end date matched the prior Purchase Activity's grace-period end date are carried over. Expired allocations and off-cycle or mid-term allocations are not carried over.
    </Info>
  </Step>
</Steps>

## Limitations and Common Pitfalls

* **Carry-over is selective.** It is automatic, but an allocation only carries to the renewed subscription when its end date matches the prior Purchase Activity's grace-period end date. Off-cycle or mid-term allocations are not carried over.
