Go to Contracts and click on a contract to navigate to the contract details page.
The contract details page has the following tabs:
Details: You can view details of the contract, vendor, attachments, support details, and renewal details. You can add attachments or download attachments in the Attachments section.
Association: View assets and software associated with the contract.
Renewals: View renewal details that were configured with the contract.
Contracts Relationship: View all dependent contracts. You can also configure parent and child contracts.
Conversations: View all emails, system notifications, and notes communicated with respect to the contract.
Contract Usage: View the assets or software where the contract was invoked to cover costs incurred.
History: Track all operations performed on the contract.
A summary of the contract can be viewed on the right panel.
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Contract Relationships
You can map relationships between contracts from the same vendor as parent and child contracts. Contracts that are dependent on other contracts are called Child Contracts. The contract on which child contracts depend on is called the Parent Contract. ...
Invoke Contract
You can invoke a contract to cover the costs incurred by an asset/software. Role Required: SDAdmin, Users with Edit permissions On the contracts details page, go to the Associations tab. Click beside an asset/software and select Invoke Contract. ...
Print Contract
Role Required: SDAdmin, Users with Edit permissions On the contract details page, click Print on the toolbar. The contract details are displayed in a printable format in a pop-up window. Select the details to be printed from the right pane. Click ...
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 ...
Email Contract Owner/Vendor
Send email notifications to contract owner or vendor. Role Required: SDAdmin, Users with Edit permissions On the contract details page, go to Actions > Notify. Select Email the Owner or Email the Vendor, depending on who you want to notify. In the ...