Relating attachments and contracts to agreements

Using this optional step, you can relate, unrelate, or view attachments and contracts that are associated with an agreement. 

Before you begin

Define and save your agreement before you can relate a contract. For more information, see Defining-agreements.

To relate a contract to an agreement

1. Log on to the Service Level Management Console.
2. On the Agreements form, select Contracts/Attachments.
3. Click Relate (below the Contracts table) to open the Searching for Contracts dialog box.
4. Specify the search criteria in the relevant fields and click Search.
   The contracts found as a result of the search appear in the Results list.
5. Select the contract you want to relate from the Results List and click Relate Selected Record.
6. Click Close.

To relate a new contract to an agreement

1. Lo gin to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreements form, click Relate (located below the Contracts table).
3. In the Searching for Contracts dialog box, click Create.
4. In the Contract Information dialog box, enter the information in the relevant fields to create a contract.
5. Click Save.
6. In Results List, select the Contract you have just created and click Relate Selected Record.
   The contract is displayed in the Contracts table on the Contracts/Attachments tab of the Agreement form.

To unrelate a contract to an agreement

1. Log on to the Service Level Management Console.
2. In the Contracts/Attachments tab of the Agreement form, select the contract in the Contracts table.
3. Click Unrelate.

To relate a current attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, click Relate (located below the Attachments table).
3. In the Searching for Attachments dialog box. enter a name for the attachment in the Title field.
4. Optionally, in the File Name field, enter the file name.
5. From the System Status list, select Active and click Search.
6. Select an attachment from the Results list and click Relate Selected Items.

To relate a new attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, click Relate (located below the Attachments table).
3. In the Searching for Attachments dialog box, click Create.
4. In the Attachment Information dialog box, in the Title field, enter a brief title.
5. Optionally, in the File Name field, specify a path where the file is located.
6. To attach a file, right-click and select Add (AR System User).
7. In the Add Attachment dialog box, browse to select the file that you want to attach, or enter the path and the file name and click OK.
    The file is added to the table in the Attachment Information dialog box. The status field shows the progress.
8. Click Save.
9. In the Results List, select the attachment you have just added.
10. Click Relate Selected Items.
     Your attachment is displayed in the Attachments table in the Contracts/Attachments tab of the Agreements form.
11. Click Save.

To unrelate an attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, select the attachment in the Attachments table.
3. Click Unrelate.