Contracts
Edit, Cancel, or Delete Contracts
Role Required: SDAdmin, Users with Edit permissions Edit Contract On the list view page, click and select Edit. You can also go to the contract details page and click Edit on the toolbar Delete Contract On the list view page, click and select Delete. ...
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 ...
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 ...
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. ...
Add Notes to Contract
Add important information as a note. Role Required: SDAdmin, Users with Edit permissions On the contract details page, select Actions > Add Note. Enter the required information. Add attachments if any. Select the technicians you want to notify about ...
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. ...
Renew Contracts
You can renew contracts in any status. While renewing, you can modify the contract details, parent/child contract association, support details, or notification settings. However, you cannot modify assets and software licenses associations while ...
Associate Assets or Software
Assets and software managed by a contract can be associated with the contract. Role Required: SDAdmin, Users with Edit permissions You can associate assets and software licenses while creating a contract. Alternatively, you can also add associations ...
Contract Details Page
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 ...
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 ...
Contract Template View
Contracts template view displays contracts as an extensive list. The crucial information of a contract is displayed as fixed columns, while further information can be viewed under the contract name. Role Required: SDAdmin, Users with View Contracts ...
Contract List View
Contracts list view is a tabular, compact view that displays contracts by default. Role Required: SDAdmin, Users with View Contracts permissions. Custom Views Filter the contracts in your list view page based on specific criteria to create your own ...
Introduction - Contracts
AssetExplorer Cloud supports formulating, controlling, and managing legally-binding contracts with external parties. Contract management can be used in conjunction with service management and asset management. You can create contracts for your ...