This documentation supports the 9.1 version of Asset Management.

To view the latest version, select the version from the Product version menu.

Creating non-software-license contracts

You can create a stand-alone contract or a contract that is related to a CI.

To create and track your software license contracts, follow the procedures in Managing software licenses.

All contract forms are identical and track the same type of information, except the Lease and Software License contract forms. For more information about types of contracts, see Contract Management.

Note

For information about additional Lease contract information see Adding end-of-lease terms. For information about Software Licenses contracts, see Software license management.

This procedure uses a Lease contract as an example, but the procedure is similar for other contract types. You can create a Lease contract from the following locations:

  • From the Contracts tab on the CI form
  • From the Contract Management console, by clicking Create

After you create the contract, you can perform the tasks described in the following sections:

For a lease contract, you can add end-of-lease terms, as described in Adding end-of-lease terms.

To create a lease contract

  1. On the Contract Management console, click Create and select the type of contract that you are creating, such as Lease.
    The Lease Contract form has two main areas. In one area, you specify standard contract information. In the other area, you specify ownership information, relate child contracts, add payment information, and so on.

    Note

    When you are creating a contract, only the Functions menu in the left navigation section is active and expandable. Create Other Requests is activated only after you save the contract.

  2. Specify the following information:

    Field name

    Description

    ID

    Unique alphanumeric value

    Summary

    Brief description of the contract

    Term

    Duration of contract in months

    Status

    Select the applicable status of the contract:

    • Draft — The contract has never been executed but is going through the process of being executed. You can use draft status for contracts that are in negotiation or pending signature.
    • Executed — The contract that is executed and valid. Executed contracts include active contracts that have started. An executed contract might have the following status reasons: active, change pending, on hold, requires attention, under renegotiation.
    • Historical — The contract is not valid. Historical contracts include contracts that have expired, been terminated, or been canceled.
    • Delete — The contract is scheduled for deletion.

    Status Reason

    Optionally, you can select a status reason. The status reason provides additional explanation for the status. For further information about status and status reason values, see Tracking the contract lifecycle.

    Company

    Company associated with this contract

    View Access

    Select who can view or modify this contract:

    • Public — Anyone who can access contracts can view or modify the contract.
    • Internal — Only people in the support group managing this contract can view or modify the contract.

    Customer ID

    Optionally, you can enter the customer ID by which the supplier identifies the company

    Supplier Name

    Supplier associated with this contract

    Cost Center

    Cost center that owns this contract. This field and the following fields are located on the General tab.

    Contract Managed By Company

    Support company associated with this contract

    Organization

    Support organization associated with this contract

    Group

    Notification group associated with this contract

    Expiration Date

    Date that the contract expires. When a contract expires, individuals are notified first, then groups.

    Notification Date

    Date the notifications should be sent when the contract is due to expire.

  3. Click Save.
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