Associate Contracts with Assets or Software or Purchase Orders

Assets, software, and purchase orders managed by a contract can be associated with the contract.

Role Required: SDAdmin, Users with Add or Edit Contracts permissions

You can associate assets, software licenses, and purchase orders while creating a contract. Alternatively, you can also add associations from the contract details page.

1. On the header, select the customer for whom you want to associate assets/software/purchase order to a contract.
   
2. Select the relevant contract.
   
3. On the contract details page, go to the Associations tab.
   
4. Select the relevant tab - Assets or Software Licenses or Purchase Orders.
   
5. Click Associate to add associations. You can remove associations by selecting them and clicking Dissociate.
   

 You can associate only assets, purchase orders, and software configured for the selected customer.  

Only users with Edit Contracts permissions can dissociate assets or software licenses or purchase orders.

You can also configure associations from the right pane in contract details page.

Associate Contract with Purchase Order

From the contract details page, users can create or associate purchase orders with any vendor through the Purchase Order tab under Associations.

Only purchase orders and contracts of the same customer can be associated. Cross-customer associations are not supported.

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