To Renew a Contract
Open the Contracts view list page. By default, the list of all Active contracts will be displayed.
To renew the expired contracts or a contract about to expire, select the corresponding filter option from the Filter Showing combo box. Ex. All Expired Contracts or Contracts Expiring in next 7 days.
Click the Contract Name you wish to renew. This opens View Contract page.
Click Actions tab and click Renew Contract option. This opens Renew Contract form with the Original contract rules. The contract name is appended with the word renewed. You can edit the name but ensure that the contract name is unique and does not have the old name.
Enter the description of the contract in the Description field.
Choose the maintenance vendor from the combo box. If the vendor is not listed, then click Add new link beside the combo box. The Vendor Details page pops up. Specify the name of the vendor, description, and the contact person name in the pop-up window. Save the changes.
If you have any information on the type of support, enter the same in the Support text area.
To attach any document to the contract, click Attach a file link. This opens Add/Remove attachment page. Click Browse button to choose a file. Select the file to be attached and click Attach button. The selected file is added and is displayed with the file size in the same window just below the file selection field. If you wish to add more than one file then repeat step 2 and 3 till you add all the files.
Note: The total size of the attachments should not exceed 3 MB.
Select the Assets that are covered under the contracts from the Maintained Assets list. To add more resources to the list,
Click Select Resources link. This opens Select Resources page.
Specify the Resource Name or Product Type or Product in the Search field.
Click Search button to get the result.
Select the required resources by enabling the check box.
Click Add Items button to add the selected items.
Click View Resources>> button to view the selected resources.
Click Add Resources to Contract button to add resources to the Maintained Assets list.
Specify the Active Period of the contract. Specify the From & To date of the contract from the calendar button. This is a mandatory field.
Specify the Maintenance Cost in $.
Select Enable Notification option by enabling the check box. On enabling you get the User list & Notified User list. 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 in the Notify before field. And save the details.
To notify others about the renewal, select the check box, Notify others about this contract renewal.
Select the check box, to disable notifications of the old contract.