Adding New Contract

 

To add New Contract,

  1. Click Contracts tab in the header pane to open the Contracts list view page. By default, the list of all Open contracts will be displayed.

  2. Click New Contract button [OR]

    Click Create quick link and select the Contracts option. The Add Contracts page opens.

  3. Specify the name of the contract in Contract Name field. This is a mandatory field.

  4. Specify any relevant information about the contract in the Description field.

  5. Select the Maintenance Vendor from the combo box.

    If the maintenance vendor is not available in the list, click Add New Vendor button. The vendor details page opens. Specify the Name, Description & Contact Person of the vendor. Save the changes.

  6. Specify the support details of the contract in the Support field.

  7. To attach any file to the contract,

    1. Click Attach File button to attach files.

    2. Click Browse button to choose a file.

    3. Select the file and click Attach button to attach the files. You can see the file attached with the file size.

    4. Click Done button to close the page.

Note: Files up to the file size of 10 MB can be attached.

  1. Under Contract Rule block, click Select Resources for this contract link to select the resources that are covered under the contracts. The Select Resources page opens.

    1. Specify the Resource Name or Product Type or Product in the search field.

    2. Click Search button to get the result. Select the required resources by enabling the check box.

    3. Click Add Items button to add the selected items.

    4. Click View Resources>> button to view the selected resources.

    5. Click Add Resources to Contract button to add resources to the Maintained Resource list.

    6. Click delete icon to remove selected resources from the list.

  2. Specify the Active Period of the contract. Specify the From & To date of the contract from the calendar button. This is a mandatory field.

  3. Specify the Maintenance Cost in $.

  4. Select Enable Notification option by enabling the check box. On enabling you get the User list & Notified User list.

  5. To notify users regarding contract expiry select the user from the User list and click forward >> button to move the user to the Notified User List. Specify the days before which the information has to be notified to the user about the contract expiry in the Notify before field.

  6. Save the details.

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