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Relating a contract to a CI

To relate multiple contracts to a CI, you can open the CI, and use the Contracts tab to relate contracts to the CI.

You cannot relate a CI directly to a software contract. Instead, use the License Certificate field to relate the CI to the software license certificate. The software license certificate is related to the software contract.

To relate a contract to a CI

  1. From the Asset Management console, open a CI.
    For information about opening a CI, see Using-search.
  2. Click the Contracts tab.
  3. In the Search Existing Contracts area, select a contract type from the Contract Type list, and click Search.
  4. In the Searching for Contracts dialog box, from the Search For list, select the type of contract you want to relate, and click Search.
  5. In the Results list, select one or more contracts to relate to the CI.
    If no contracts appear in the list, you can add a contract. See Creating-a-new-contract-to-relate-to-a-CI.
  6. From the Relationship Typelist, select the relationship of this contract to the CI:
    • Attached to — The contract is related to the CI.
    • Terms and Conditions of — The contract uses the terms and conditions of the CI contract.
  7. Click Relate.
    The contract is related to the CI, and the contract appears in the Current Contracts for this CI table.

 

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

Remedy Asset Management 9.0