Accessing and navigating the Contracts console
To access the Contracts console, on the BMC Helix ITSM navigation bar, select Console > Contract console.
The following image shows the functionalities available in the Contracts console:
Where to go from here?
Managing contracts through the Contracts console
Instructions for Mid Tier
Contract Management Console
In the Mid Tier interface, Contract Management Console is the primary console for contract managers. Anyone who manages contracts with vendors, enters contracts in the system, and has any of the following permissions, can use this console:
- Contract Viewer
- Contract User
- Contract Admin
Functional areas of Contract Management Console
The following figure shows the functional areas of Contract Management Console:
The following table describes what you can do in each of the functional areas:
| Functional area | Description |
| Breadcrumb bar | Contains links to related records that you opened from the console. |
| Breadcrumb navigation controls |
|
| Refresh | Refreshes the data in the tables. |
| Search | Searches across multiple forms for records that match a key term. However, this search does not include Asset CIs. |
| Company and Supplier | Filters the contracts listed in the contracts table by company, by supplier, or by both. |
| Filter By | Searches using predefined searches and manages your searches. You can edit, save, and delete custom searches. Saved custom searches appear in the My Searches node of the Defined Searches list. The following figure shows the Manage My Searches dialog box that you use to customize your searches:
Use the Filter By field to search for contracts by the following criteria:
Important: Contract types created by your organization are not displayed in the Defined Search list. To see these contract types, select All, or create a custom search. |
| View Inbox | Displays events generated when the License Engine runs, and other messages about contract and software compliance information.
Important: You might see different types of messages displayed, depending on how the application administrator has configured inbox preferences. You can show whether you have taken any action on a message in the inbox. To view the applicable contract or certificate, select the message and click View. |
| Counts | Shows how many of the listed contracts are in each status. Contract status can be Draft, Executed, Historical, or Delete. Counts are filtered by the value that you select in the Company and Supplier fields. By using search definitions, you cannot change the contract counts. |
| Functions | Provides access to additional functions that are not related to contract management. For example, you can access other consoles from this console. You can use the following secondary functional areas from Contract Management Console:
|
| Create and View | Creates a new contract or provides details of the selected contract. For viewing more information, see Creating-non-software-license-contracts and Creating-a-software-license-contract. |
| Prints the selected contract. | |
| Shows or hides work information.
|
| Contract table | Lists contracts from the results of your search. When the console first opens, it displays all contracts for all companies to which you have access. |
| Show Work Info | Displays work information records for the selected contract or CI. Use the Create and View buttons to create new work information records and to view details of the selected work information record. |
| Related items | Displays related contracts or related CIs.
|
| Related Contracts table or Related CIs table | Displays related contracts or related CIs depending on your selection. |
