Create New Contract Record

New contracts can be created from within the Contract module, or directly from the asset that will be associated with the contract.

Create a new contract:

1. Choose between two options:

• To create a contract from the Contracts lookup: 

  1. Select the asset on which the contract should be associated from the Asset list on the left.

  2. Click the New button. 

     If you do not select an asset, the contract will be associated with the root of your asset tree.

• Create a contract from the Asset module:

  1. Open the asset record that will be associated with the new contract.

  2. Select the Related Info tab.

  3. Select the Contracts sub-tab.

  4. Click the Add New button.

     The Contract Numberwindow opens, prompting you to enter information on your new contract.

2. Enter information on the default Contract Information tab as needed.

   Required fields include: 

   • Contract Title: The title of the contract

   • Contract Number: The number of the contract

   • Vendor ID: The ID for the vendor with which the contract is made

3. Use the tabs at the top of the window to access additional pages as needed.

   • Assets: To associate the contract with one or more assets.

     If the new record is created in the asset module, the contract will automatically be associated with the asset upon saving the new record. It is not necessary to list the asset on the Asset tab.

   • Notes: To include any notes on the contract.

   • Documents: To associate any files, documents, or images with the contract.

4. Click Save.

   A message appears at the top of the window, confirming that the new record has been saved.