Update the terms and conditions of a contract

Applies to User Roles:

System Administrator

You can update the terms and conditions of a current contract from a repository of terms and conditions.

To update the terms and conditions for a contract, follow these steps:

  1. Click Configuration Management > Contracts > Contracts.
  2. Use search or advanced search to find one or more records.
  3. Double-click a record to display it in the contract information form.
  4. Open the Terms section.
  5. Insert the cursor in the Term/Condition table cell, and then click the Fill button in the tool tray. A list of terms and conditions is displayed.
  6. Double-click the terms and conditions that you want to apply to the selected contract record.
  7. In the Financial section, make sure the cost information is correct. Because you are updating the terms and conditions of the selected contract, make sure that the cost information, such as the currency expiration date, is current as well.
  8. Click Save.

Related topics

Configuration Management overview
Contract Management overview
Example: Search for a record

Add a contract
Create a new contract terms and conditions record
Create a contract template
Cancel 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