ServiceDesk Plus Cloud supports Contract Management that enables you to formulate, control, and manage contracts with external parties. A contract is a legally binding agreement between parties. Contract management can be used in conjunction with incident management and asset management. You can create contracts for your assets and software or standalone contracts.
You can classify contracts into various types, such as lease, maintenance, support, warranty, and the like. Besides the default contract types, you can configure new ones.
To add a new contract type,
Go to Setup > Customization > Contract Management > Contract Type > New Contract Type.
Enter a Name and Description.
Choose a color code to differentiate the contract type from others.
Choose who should have access to this contract type by selecting technicians or organization roles under Accessibility. Technicians or Organization Roles you select here will only be able to use or view contract of this type.
Click Save.
Use the Search icon displayed on the upper-half of the page to search contract types by name.
To edit or delete a contract, use the corresponding option displayed under Settings .png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy84NjYvMjUxNC9ja2ZpbmRlci9pbWFnZXMvU2NyZWVuJTIwU2hvdCUyMDIwMjAtMDItMjglMjBhdCUyMDVfMzRfMTAlMjBQTSgyNCkucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzcxNjUyNDQ4fX19XX0_&Signature=BnV1T4q7CriUt-oSbkWYiyMDdSFVIJjzbPZp7hxK~73HBA-Lx799VsA7lJbWuQ6QgfIYQOSTurmLPot1ApjMWvuMf0OEbOEiSd~P8XWKXFe3QSk~ZOe9vxnwQ57pR12SQlZxWPMzIEf-02Aw9Grq80HABvnth9MGSJXUGfwV67xZ-Tf5AtyjibH2LXLUS6Dt~CRMDOWE9aFnFVLLV7Q2Ng6x4G3WCrKycf5X-MDP3cHRb3yyywyJxtRwrGF1jTIDJit~um2nTOfa1S3rFSr9X~F4fRUHVB9bPVDYVAhsMzvUqMonH51~IZiPuMrPk4wOQzbhN9OqwAF4hOTq49m6Cg__&Key-Pair-Id=K2TK3EG287XSFC)
next to the contract.
If you delete a contract type when it is used in contract/s, the contract type will be deactivated.
To enable a deactivated contract, click the contract name and disable Contract Type not for further usage option.
Under Table Settings, you can define the number of records to be displayed per page and sort contract types in an alphabetical order or reversely.
Using the Contract Settings, you can define the starting number for contract IDs and the ID prefix. You can also select the template on which a request must be raised upon contract expiry.
All these settings are available under Setup .png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy84NjYvMjUxNC9ja2ZpbmRlci9pbWFnZXMvU2NyZWVuJTIwU2hvdCUyMDIwMjAtMDItMjElMjBhdCUyMDExXzMwXzIwJTIwQU0oNDIpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc3MTY1MjQ0OH19fV19&Signature=guZgNuISSccOXkrVpfpcB5q0RD5IAMWPYtXcLg~3mckn2P9nDOQffFwmF2554qhZPPIGiKmfapX3otDkqlyxdBpeavXD3yWrWVTg3spQQ6PffLQJq61e9sG~fZu6QEHOLECT~BdXbRRWGSwv6m50q5IdEDdTE5DodZ60oS9JSSdq-X3N811SNoQgxZ13aBeCH6N7f7LY-UKSQnueinITonvVRqchQBWjRrReeD8hzN21BkzPiDvI3xlhlcVfKH9sUv2QB6uGh~gmjQDSTecIgSiUmNL84nK8f9aWu6S132pm0ynC~pgDileyfpD2ONpSnalWLFyQIN4cSOrgbInhVg__&Key-Pair-Id=K2TK3EG287XSFC)
> Customization > Contract Management > Configuration.
Go to Setup > Customization > Contract Management > Configuration.
Enter Contract ID Prefix.
Enter the value for Contract ID Starts From. This field is mandatory.
Select Contract Expiry Request Template from the drop-down.
Click Save.
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