Contract Management environment record

The Contract Management environment record defines options affecting basic Contract Management functionality for all users. Service Manager provides you with a default Contract Management environment record that you can modify for your system. The Contract Management environment record allows administrators to enable or disable access for all operators to Contract Management functionality with or without having a related Contract Management profile record. The Contract Management profile record specifies the activities or operations allowed for contracts such as adding, updating, canceling, or renewing contracts.

Configure the Contract Management environment

Applies to User Roles:

System Administrator

The Contract Management environment record defines options that enable or disable Contract Management application functionality for all Contract Management users. The Contract Management environment record provides default out-of-box settings. You can customize these settings to meet your specific business needs.

To configure the Contract Management environment settings, follow these steps:

  1. Click Configuration Management > Administration > Contract Management Environment.
  2. Select new options or clear default options. Your changes redefine the Contract Management environment for all users.
  3. When you finish making your changes, click Save.
  4. Click OK.