Contract Management

Contract Management

Contract management enables you to formulate, control, and manage contracts with external parties. A contract is a legally binding agreement between parties. Contract management can be used in conjunction with incident management and asset management. You can create contracts for your assets, software, or standalone contracts.

Contract Configuration

Define the starting number for contract IDs and the ID prefix.
  1. To do this, go to Setup > Customization > Contract Management > Configuration.
  2. Configure your requirements and click Save.
 

 
 

Contract Types

Categorize contracts into various types, such as lease, maintenance, support, warranty, and the like. Besides the default contract types, you can configure new ones.

Configure Contract Types

  1. Go to Setup > Customization > Contract Management > Contract Type.
  2. Click New Contract Type.
  3. Enter a Name and Description.
  4. Choose a color code to differentiate contract types.
  5. Choose who should have access to this contract type by selecting technicians or organization roles under Accessibility. Technicians or organization roles you select here will only be able to use or view contracts of this type.
  6. Click Save.


List View Operations

Click to search contract types by name.




To edit or delete a contract type, click beside it and select the required option.


 
If you delete a contract type when it is used in contracts, the contract type will be deactivated. To enable a deactivated contract, click the contract name and disable the Contract Type not for further usage option.
 

Click to customize the list view layout.



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      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 ...

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      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. ...

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