Contracts sub-tab: Asset
The Contracts page lists contracts maintained on the asset. Contracts can be added, modified and removed from this page. Assets with service contracts defined will have their contract status listed on the right side of the Asset Details tab.
Field Descriptions
The following fields are displayed in the Contracts List:
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Vendor Name: The vendor associated with the contract.
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Contract Name/#: The name and number of the contract.
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Contract Type/Costs: The type of contract and any associated rate or cost.
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Start Date/Expiration: The start and expiration date of the contract.
Add a Contract to an Asset
There are two methods for adding a contract to an asset:
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You can create an entirely new contract for an asset by clicking the Add New button.
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If the contract has already been defined in the Contract module, you can use the Add button to access the Contracts lookup and select the existing contract.
Add New Contract
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Click the Add New button.
An empty Contract window will open, allowing you to define your new contract.
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Complete the requested information on the Contract Information tab.
If desired, you can access the Contract Notes or Contract Documents tabs to enter notes or upload documents. For detailed information on creating new contracts, see Create New Contract.
It is not necessary to enter asset information in the Contract Assets tab, as this contract will automatically be associated with the current asset upon saving.
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Click Save.
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Click Close.
The Asset > Related Info > Contracts page appears and with your new contract is listed.
Add Existing Contract to Asset
Associate a previously existing contract with an asset:
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Click Add.
The Contract lookup opens, allowing you to select the company associated with the contract.
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Use the filter and search controls to identify the items you want to add.
Selecting a node in the Asset List on the left refreshes the results to those contracts associated with this asset or node. The All Levels indicator in the upper right can be used to specify that you wish to view contracts for all levels below the selected node.
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Click the contract you want to associate with the asset.
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Click Apply.
The Contract lookup closes, and the new contract record is added to the Contract List.
Edit Contract Records
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Double click the contract record.
The Contracts dialog box displays.
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Make your changes.
Use the Contracts dialog box to modify the contract information as needed.
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Click Save.
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Click Close.
The Asset Contracts page appears.
Remove Contract Records
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Click the check box to the left of the contract you want to remove.
A check mark appears, indicating the record has been selected.
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Click Remove.
The contract record is removed.
It is not necessary to click Save when removing contract records.
