Add New Contract

Add New Contract


Role Required: SDAdmin, Users with Add Contract permissions
  1. Go to the Contracts tab.
  2. On the header, select the customer for whom you want to create a contract.
  3. Click New Contract. Alternatively, you can create a contract by using Quick Actions on the application header.
  4. Select the template for creating the contract and fill out the displayed fields using the following pointers:
Fields
Description
Name*
Provide a unique name to your contract.
Contract Owner*
Select a technician as the contract owner. The contract owner must belong to the site where the contract is created and can access the contract regardless of site restrictions.
Contract Vendor*
Choose the vendor who provided the contract. Click to add a new vendor.
Contract Type
Choose your contract type. (lease/maintenance/support/warranty).
Contract Term*
Choose a validity term for the contract.
  1. Definite - Set a definite validity term.
  2. Indefinite - Set a term without an end date. Expiry Notification, Create Request before Expiry, Auto-renewal fields will not be shown for indefinite contracts.
Active Period*
Select the period for which the contract applies.
Parent Contract
If your contract has a dependency on another contract, select the parent contract.
Sites
Select the sites for which the contract must be created.
Site-specific contracts limit asset association and technician access based on the sites selected.
Contract Cost
Enter the maintenance cost of the selected assets in terms of dollars.
Currency
Indicates the currency used for the contract. Currency value is auto-populated based on the vendor selected.
CIs Involved
Select the CIs impacted by the contract.
People
Select the people to whom the contract is applicable.
Services
Select the vendor service for which the contract is applicable.
Description
Provide a short description of the contract.
Support Details
Enter the details regarding the support that will be provided by the vendor.
Assets
Select the assets covered by the contract.
Software Licenses
Select software covered by the contract.
Attachments
Add attachments, if any.
Info
The total attachment size cannot exceed 50 MB. 
Expiry Notification
Send notifications when a contract nears the expiry date.
Select the users in the application you wish to notify.
You can also specify the email addresses of users to notify.
Specify the number of days before which the selected users must be notified of the contract's expiry. You can specify up to 10 email reminders using the icon.
Create Request Before Expiry
Log a request automatically in your service desk when the contract approaches expiry.
Provide the number of days before the contract expiry when the request must be created.
The subject and the description of the contract expiry notification template will be used in the request.
The contract owner will be added as the requester.
To enable this option, configure a request template under Setup > Customization > Contract Management > Configuration. Learn more.
Info
Only the Organization Admin can enable this option. 
Auto-renewal
Renew contracts after the expiry date is reached.
  1. Select users to notify about the renewal.
  2. Choose the renewal period.
Info
The auto-renewal configuration set here will also be carried forward to the renewed contract.
* indicates mandatory fields
If there are any additional fields configured by your administrator, enter the details accordingly and click Save. You can also save the contract as a draft.
Info
  1. Depending on the contract template selected, some fields might be removed from the template by your administrator.  
  2. You can associate a maximum of 100 assets and software licenses each. To add more, go to the Associations tab in the contract details page. 
  3. The following fields are customer specific: Contract Owner, Assets, Software Licenses, Sites, Configuration Items, People, and Template.
 

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