Create a new contract terms and conditions record

Applies to User Roles:

System Administrator

You can create contract terms and conditions records to use with your contract templates. If you add a new contract or update an existing contract, you can choose an applicable set of terms and conditions from the list of available records.

To create a new contract terms and conditions record, follow these steps:

  1. Click Configuration Management > Contracts > Terms and Conditions.
  2. Select from the Contract Type list to choose an applicable contract type. You can choose from the following contract types:

    • Lease
    • Maintenance
    • Software
    • Support
    • Warranty

    Note If you want the new terms or conditions to apply to all contract types, leave the Contract Type field blank.

  3. Type a brief description in the Term/Condition field.
  4. Click Add.

Configuration Management generates a unique internal system ID for the new contract terms and conditions record. This value is displayed in the Internal System ID field.

Related topics

Configuration Management overview
Contract Management overview

Add a contract
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