Editing a Contract

To edit a contract, go to Contracts and click the required contract from the list. You can spot-edit some contract fields, while other fields can be modified only with global edit. 

Spot Editing 

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

 

 

Fields such as [Contract] NameContract Cost, Contract Vendor, Site, and additional fields can be spot-edited under the Details tab.

 

 

When you edit the Site, all the assets associated with the contract will be removed.

Global Editing  

You can modify contract fields such as Active Period, Description, and Support Details with only global edit. For global edit, click the Edit button in contract details page. This opens the contract form, where you can edit any details of the contract.

 

 

Automatic Update 

The status of a contract is determined automatically from the given contract period. The following system-generated statuses are used for contracts.

 

Status  

Explanation

Yet to be Active

A contract will be marked by this status until the given Active Period begins.

Active

When a contract's Active Period begins, the contract status will become Active.

Expired

When a contract's Active Period ends, the contract status will become Expired.