TABLE OF CONTENTS



What is a Standing Order?


Standing orders are available via Pavis for Patents, Designs, and Utility Models. Trademarks only support single orders. Single or standing order mode can be set on a case-by-case basis, and you can set your default preference in the Pavis Configuration Service (managed by your solution engineer). 


When a case is set to standing order mode, this means that no specific renew instruction needs to be entered in EC+, and Pavis will continue to renew the case unless instructed otherwise.





Only one instruction: Do Not Pay


You can stop renewals on a case that is under a Standing Order by sending Pavis instruction with Instruction Type = Do not Pay, and it will be reflected in the renewal status and case status.  


Steps:

  1. Open Renewal (Type of Order = Standing Order).

  2. Set Instruction = Do not pay and Save.

  3. EC+ calls Pavis, updates Renewal information, and may or may not update the renewal status.

  4. The case status is updated to Abandoned and Abandon Date = today.
  5. A Pavis Request record is created with request/response payloads for audit.



How are future updates to the case transferred?


EC+ starts the Bibliographic Change process as soon as you modify any “key field” on a Case that’s registered with Pavis. 


EC+ only triggers this process for cases registered in Pavis (Payment Managed By = Pavis).



Case TypeFields
Patent 
(Case status must be Granted or Pending)
  • Reference 
  • Application/Grant Dates & Numbers 
  • Status 
  • Number of Claims
  • Country
  • Licensed
  • PTO Entity Status
  • Examination Request Date
  • EP Granted
  • Billing information
Trademark
(Case status must be Registered or Pending)
  • Reference
  • Application/Registration Dates & Numbers
  • Status
  • Trademark Name
  • Country
Design
(Case status must be Granted or Pending)

  • Reference
  • Application/Grant Dates & Numbers
  • Status
  • Number of Designs
  • Country


When one of the above fields is updated, EC+ looks at any existing renewal order and then decides whether to:

  • amend the case details with Pavis; or

  • cancel an in-progress order first, then amend.


You don’t choose the flow—EC+ does it for you. You just save your changes.




Changing the Type of Order


Keep EC+ and Pavis aligned when you decide to stop automatic renewals (Standing → Single) or to start automatic renewals (Single → Standing). The system sends the right update to Pavis, when needed, Cancellation, and updates the linked Renewal.



A) Standing → Single (stop automatic renewals)

  1. Open the Case (Patent/Design) with Type of Order = Standing Order and Case Managed By = Pavis. 

  2. Change Type of Order to Single Order and Save. 

  3. What EC+ does:

    • Sends the update to Pavis. 

    • If renewal had Instruction = PAY, sets Instruction = To be decided (when within the instruction period). 

    • If Pavis shows the renewal already started, EC+ cancels the order before applying the change. 

  4. Result:

    • If Order Until / Instruction Deadline is in the future → Type of Order updated and Instruction set to To be decided (status unaffected).

    • If in the past → only Type of Order is updated (no Instruction/Status change).

    • On success: “Your case has been updated.” 

    • On failure: “Your case cannot be updated because of a Pavis dependency…”



B) Single → Standing (start automatic renewals)

  1. Open the Case (Patent/Design) with Type of Order = Single Order and Case Managed By = Pavis. 

  2. Change Type of Order to Standing Order and Save. 

  3. What EC+ does:

    • Sends the update to Pavis. 

    • Sets Instruction = PAY on the active renewal.

    • When still within the instruction period, EC+ also sets Renewal Status = Instruction Sent. 

  4. Result:

    • If Order Until / Instruction Deadline is in the future → Type of Order updated and Instruction = PAY (status may move to Instruction Sent).

    • If in the past → only Type of Order is updated (no Instruction/Status change).

    • Success and error messages behave as above. 



Abandon a case


What abandoning means:

  • You keep the record (for audit/history) but change its Status to an abandoned value (e.g., Abandoned/Withdrawn).


Steps:

  1. Open the case (Patent/Trademark/Design).

  2. Click Edit and set Status to the correct Abandoned value, and Save.

  3. If the case is registered with Pavis, EC+ sends the cancellation request based on Payment Status. 

  4. If there is no open order, EC+ sends a deletion to Pavis.

  5. The Pavis request + outcome are stored for audit in the Pavis Request object.


Delete a Case


What deletion means:

  • The record is removed from EC+.


Steps:

  1. Open the case (Patent/Trademark/Design).

  2. In the Actions menu, click Delete → confirm in the pop-up.

  3. If the case is registered with Pavis, EC+ sends the cancellation request based on Payment Status. 
  4. If there is no open order, EC+ sends a deletion to Pavis.
  5. The Pavis request + outcome are stored for audit in the Pavis Request object.
  6. The case record is deleted in EC+


Note: Deletion from a list view is blocked by design so the API step can’t be skipped. Always delete from the record page.