Contracts Tab

IT Asset Management (Cloud)
On the Contracts tab of the Vendor Properties page, you can associate an existing contract with a specific vendor. To do that, click Search, select an item you need, and click Add contracts. For example, you can associate all of the contracts related to a specific vendor with its record in the system.
Tip: To delete the link between the contract and vendor (not the contract itself), select the added contract, and click Remove.
Column Details
Category

The category of a contract (a customizable value).

Editable in the General tab of the contract properties.

Contract no.

The identifying code for the contract.

Click this code to open the property page for the contract.

Editable in the Contract no. field in the General tab of the contract properties.

Contract type

The kind of contract.

Editable in the Contract type field in the General tab of the contract properties.

Corporate unit, Cost center, or Location

The name of the related enterprise group.

Creation date

The date that the record of the contract was created, reflected on the History tab of the contract properties.

Created by

The account name of the operator who created the contract record, reflected on the History tab of the contract properties.

Description

The name (or brief description) of the contract.

Editable in the Description field in the General tab of the contract properties.

Evergreen

Displays Yes when the contract has no end date, and continues in perpetuity. Displays No when the contract expires at some point.

Editable in the General tab of the contract properties (in the Events group).

Expiry date

The date on which the terms of the contract end.

Editable in the General tab of the contract properties (in the Events group).

Global amount (currency)

The overall value of the contract.

Editable in the General tab of the contract properties (in the Payments group).

Master contract no.

The identifying code for the parent contract (if any) that governs or over-arches this one, making this a sub-contract.

Editable in the Master contract field in General tab of the contract properties (in the Identification group).

Next renewal date

The due date for the next renewal of this contract.

Editable in the General tab of the contract properties (in the Events group).

Primary vendor

The main company with which you concluded this contract.

Editable in the General tab of the contract properties (in the Events group).

Replaced by

The new contract which has superseded this one.

Not directly editable: must be updated as the Previous contract field of the superseding contract.

Replaces

The old contract that was superseded by this one.

Editable in the General tab of the contract properties (in the Identification group) as Previous contract.

Review date

The date (if any) when the terms and conditions of this contract are next due for review.

Editable in the General tab of the contract properties (in the Events group).

Start date

The effective date of the contract, when its terms first apply.

Editable in the General tab of the contract properties (in the Events group).

Status

The current standing of this contract. The following options are provided: Active, Archived, Cancelled, Completed, Draft, Expired, and Suspended.

Editable in the Status field in the General tab of the contract properties.

Updated date

The date and time when this record was last updated (as reflected in its History tab).

Updated by

The account name of the operator who last updated this record (as reflected in its History tab).

IT Asset Management (Cloud)

Current