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Add a contract
Applies to User Roles:
System Administrator
Contract Management enables you to track service contracts between customers and service providers. You can add new contracts from contract types or user-defined templates.
To create a new contract, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Click New to start the Add New Contract wizard.
- To create a contract by type, follow these steps:
- Choose Create what type of contract?, and then select a contract type from the list of records.
- Click Next. Configuration Management displays the contract form with the applicable fields to enter information about the contract. The form may have multiple sections with multiple information fields. For example, if you choose lease, the Lease Contract Information form opens. It has several sections that apply to leased assets.
- To create a contract from a user-defined template, follow these steps:
- Choose Create a contract from which template?, and then choose a template from the list of records.
Note If there are no contract templates available for selection, you need to create one or more first.
- Click Next. Configuration Management displays the contract template form in which to enter information about the new contract. The form may have multiple sections with multiple information fields. For example, if you choose the Software template, the Software Contract Information form opens.
- Choose Create a contract from which template?, and then choose a template from the list of records.
- Type a ID in the Contract ID field.
- Choose a date in the Start Date and Expiration Date fields.
- Complete the remaining fields, as required.
- Provide as much information as possible in each of the sections.
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Click Add. The contract record is added and the status is noted as a draft.
Note You can delete a contract only while it is in draft status. When the contract term begins on the start date, the status of the contract changes to current.
Related concepts
Configuration Management overview
Contract Management overview
Related tasks
Create a new contract terms and conditions record
Create a contract template
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Generate a payment schedule for a contract
Schedule a payment for a contract
Submit a payment record
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