Creating non-software-license contracts

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:

• Adding-contact-information
• Adding-cost-information-to-a-contract
• Adding-additional-contract-details
• Relating-the-contract-to-another-contract
• Relating-contracts-to-CIs
• Adding end-of-lease terms

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

To create a contract

1. On the Contract Management console, click Create and select the type of contract that you are creating, such as Lease.
   The 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.

   Important

   When you create 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.