Add New Contract
Role Required: SDAdmin, Users with Add permissions
Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions 
on the application header.
Select the template for creating the contract and fill out the displayed fields using the following pointers:
Fields | Description |
Name * | Provide a unique name to your contract. |
Contract Owner | Select a technician as the contract owner. The contract owner must belong to the site where the contract is created and can access the contract regardless of site restrictions. |
Contract Vendor | Choose the vendor who provided the contract. Click |
Contract Type | Choose your contract type (lease/maintenance/support/warranty). |
Contract Term | Choose a validity term for the contract.
|
Active Period | Select the period for which the contract applies. |
Parent Contract | If your contract has a dependency on another contract, select the parent contract. |
Sites | Select the sites for which the contract must be created. Site-specific contracts limit asset association and technician access based on the sites selected. |
Contract Cost | Enter the maintenance cost of the selected assets in terms of dollars. |
Currency | Indicates the currency used for the contract. Currency value is auto-populated based on the vendor selected. |
Description | Provide a short description of the contract. |
Support Details | Enter the details regarding the support that will be provided by the vendor. |
Assets | Select the assets covered by the contract. |
Software Licenses | Select software covered by the contract. |
Attachments | Add attachments, if any.  The total attachment size cannot exceed 50 MB. |
Expiry Notification | Send notifications when a contract nears the expiry date.
|
Create Request Before Expiry | Log a request automatically in your service desk when the contract approaches expiry.
To enable this option, configure a request template under Setup > Customization > Contract Management > Configuration. |
Auto-renewal | Renew contracts after the expiry date is reached.
The auto-renewal configuration set here will also apply to the renewed contract. |
If there are any additional fields configured by your administrator, enter the details accordingly and click Save. You can also save the contract as a draft.
Some fields might be removed/replaced with additional fields, customized to the template.
You can associate a maximum of 100 assets and software licenses each. To add more, go to the Associations tab in the contract details page.
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