Create New Contract

 

To create a new contract for an asset,

  1. Click the Contracts tab in the header pane. This opens the contracts list view page.

  2. Click New Contract on the contract index page. You can also go to Quick Actions > Contracts > Create New. This opens the Add Contract form. This form has three major sections - Contract Details, Contract Rules, and Notification Rules.

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

  4. Enter a relevant Description for the contract in the respective text field.

  5. Select the Maintenance Vendor from the combo box listing all the vendor names available. This is a mandatory field. If the vendor is not listed, then click Add New Vendor button beside the combo box.  

  6. Specify the name of the vendor in the given field. This is a mandatory field.

  7. In the Support field below it, enter the details regarding the kind of support that will be provided by the vendor to you.

  8. Add the list of assets and set Active period of the contract is a mandatory field where you need to enter the From and To date of the contract period. Choose the dates from the calendar.

  9. Enter the maintenance cost in terms of $ in the Maintenance Cost field.

  10. To notify users before the contract expires, select Enable Notification check box. Here you need to select the technician who should be notified about the contract expiry.

  11. Click Save

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