Contract Details Page - Overview

In the contract details page, you can view the complete contract and perform various actions on the contract.  

To open the details page of a contract, go to Contracts and click the contract. The Details tab of the contract will be opened.

Quick View and Update 

The right panel of the contract details page contains key information about the contract. Among the displayed fields, you can quickly update Contract Owner, Contract Type, Attachments, Vendor Details, and Associations with spot-edit. 

 

 

Under the Details tab, you can spot edit fields such as [Contract] Name, Contract Cost, Contract Vendor, Site, and other fields.

 

 

As you scroll the middle section, the right panel is retained solid. This helps you relate the key information of the contract with other fields.

Complete View and Update 

The contract details page contains 5 tabs, namely Details, Associated Assets, Renewals, Contract Relationship, Conversations, Contract Usage, and History. You can access each tab from the sidebar and view the corresponding details.

Under each tab, you can add, edit, and delete related information, and manage associations.


 

Global Editing

With Global edit, you can update the complete contract. Also, contract fields such as Active Period, Description, and Support Details can be modified only with global edit. For global edit, click the Edit button displayed on the top-left.

 

 

Note: When updating the contract term of a parent contract from definite to indefinite, the child contracts will not have any impact.
When updating the contract term of a parent contract from indefinite to definite, the child contracts will not have any impact, but on editing those child contracts, the following error will be thrown:"Indefinite contract cannot be associated as a child for definite parent contract".

Printing Contract 

To print a contract, click Print displayed on the top-left.


  

 

You can choose specific sections of the contract to be printed. Preview the print copy and click Print.

 

 

General Actions

You can perform actions, such as delete contract, cancel contract, associating parent or child contract, sending notifications, renewing a contract, and add note to a contract from the contract details page. Use the Actions button displayed on the top-right.

 

 

Contract History 

The History tab captures all actions performed on the contract, including field update, user notifications, parent-child association, active period update, renewal, and more.

 

 

Deleting Contract 

To move a contract to Trash, go to Actions, click Delete Contract. 

 

 

The contract will be moved to Trash and you can restore it within 30 days from the day of deletion. After 30 days, the contract will be permanently deleted. When you restore a contract from trash, the complete details of the contract, including the assets and software licenses covered, notifications, contract relationships, and renewal details will be restored.   

Cancel a Contract

You can cancel a contract that is no longer needed. To cancel a contract, from the details page, click the Actions menu and select Cancel Contract.

 

In the pop-up that opens, enter a reason for canceling the contract and choose if you want to notify anyone about it. If yes, then enter the email address.

 

 

 

 

Note: You cannot further edit the canceled contracts.
If you cancel a parent contract, the expired child contracts will not be canceled.
Child contracts that are in draft will not be canceled.
When you mark the child contract in draft as active, the parent check will be handled.

For Yet to be active and active contracts, you will get an option to: Cancel, Disassociate parent. Canceled contracts will be excluded from reports.

 

Add a note

You can add important information that you want to add to the contract as a note. To add a note, click on the Actions menu and select Add Note.  

 

 

 

Add the required information, add attachments if any, and add technicians you want to notify about the note and click Save.