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This documentation supports the 20.02 version of Remedy Asset Management.To view an earlier version, select the version from the Product version menu.

Relating CIs to a contract

Use the Relationships tab on the Contract Information form to relate, remove, and view CIs that are related to the contract. Relationships between contracts and CIs can be 1-to-many and many-to-1.

Related topic

CI-and-relationship-types

To relate a CI to a contract

  1. Open the contract.
  2. Click the Relationships tab.
  3. From the CI Type lists, select the type of CI that you want to relate to the contract.
    Only certain CI types are available, depending on the contract. For example, from a lease contract you can select a computer system, but not software.
  4. Select the CI to which you are relating the current contract.
    • To create the CI:
      1. Select the CI type from the Create New Related Record list and click Create.
      2. Complete the new CI form.
    • To select an existing CI:
      1. Select the CI type from Search for Existing Record to Relate and click Search.

      2. Enter basic or advanced search criteria on the CI Relationship Search dialog to search for the CI.

        Success

        Tip

        The Basic Keyword search allows you to search based on the CI name. Use the advanced search to search based on CI Type or other criteria.

      3. Select the CI from the search results, select the relationship type, and then click Relate.
  5. Click Save.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

Remedy Asset Management 20.02