Contract Expiry
The Contract Expiry page lists either those contracts due to expire in the near future, or those that have already expired.
To change the period, change the value in the Expiring within the next filter top left, under the heading. You can choose the next week, two weeks (in some cultures called a fortnight), month, or quarter, all measured from today. To see those that have already expired, choose Overdue in the filter. In this case you may also wish to click Add filter, and set Status to Active. This will list only the expired contracts where the recorded expiry date has passed, but the contracts have not yet been formally closed off.
Actions
From this page, you can perform the following actions.
| Action | Description |
|---|---|
| Create a new contract | You can create a new contract (see Create a Contract). |
| Edit a contract | You can open the properties of a contract to make changes or inspect more details (click the contract number, or select a row and click Open ). You can also select multiple contracts of the same contract type, and multi-edit values they hold in common (see Multi-Editing). |
| Delete a contract | You can delete a contract (select a row and click Delete ). |
The Save view as feature of IT Asset Management enables you to create customized views of a page by saving the applied user interface settings. For more information, see Creating Saved Views.
Properties
The following contract properties are available for this list. Some are displayed by default in the list, and others are available in the column chooser.
Any custom properties that you have added for this object are also available through the column chooser. Like other properties, you can also use these properties for filtering and grouping records on this page.
| Property | Description |
|---|---|
| Category | The category of a contract. Depending on your needs, you can add custom hardware and software categories: navigate to Enterprise > Categories > \+ . If your organization's operators are scoped by a category, then any records they create are automatically, without any warning message, categorized to an operator's highest-level category. If you choose to set up and use categories for your contracts, it might be safer to leave most operators unscoped for categories, except those whom you intend to limit to creating records only within their categories. |
| Contract no. | The identifying code for the contract. Click this code to open the property page for the contract. Editable in the Contract no\. field in the General tab of the contract properties. |
| Contract type | The kind of contract. Editable in the Contract type field in the General tab of the contract properties. |
| Corporate unit, Cost center, or Location | The name of the related enterprise group. Selectable in the Ownership tab of the contract properties. |
| Created by | The account name of the operator who created the contract record, reflected on the History tab of the contract properties. |
| Creation date | The date that the record of the contract was created, reflected on the History tab of the contract properties. |
| Description | The name (or brief description) of the contract. Editable in the Description field in the General tab of the contract properties. |
| Evergreen | Displays Yes when the contract has no end date, and continues in perpetuity. Displays No when the contract expires at some point. Editable in the General tab of the contract properties (in the Events group). |
| Expiry date | The date on which the terms of the contract end. Editable in the General tab of the contract properties (in the Events group). |
| Global amount (currency) | The overall value of the contract. Editable in the General tab of the contract properties (in the Payments group). |
| Master contract no. | The identifying code for the parent contract (if any) that governs or over-arches this one, making this a sub-contract. Editable in the Master contract field in General tab of the contract properties (in the Identification group). |
| Next renewal date | The due date for the next renewal of this contract. Editable in the General tab of the contract properties (in the Events group). |
| Primary vendor | The main company with which you concluded this contract. Editable in the General tab of the contract properties (in the Events group). |
| Replaced by | The new contract which has superseded this one. Not directly editable: must be updated as the Previous contract field of the superseding contract. |
| Replaces | The old contract that was superseded by this one. Editable in the General tab of the contract properties (in the Identification group) as Previous contract . |
| Review date | The date (if any) when the terms and conditions of this contract are next due for review. Editable in the General tab of the contract properties (in the Events group). |
| Start date | The effective date of the contract, when its terms first apply. Editable in the General tab of the contract properties (in the Events group). |
| Status | The current standing of this contract. The following options are provided: Active , Archived , Cancelled , Completed , Draft , Expired , and Suspended . Editable in the Status field in the General tab of the contract properties. |
| Updated by | The account name of the operator who last updated this record (as reflected in its History tab). |
| Updated date | The date and time when this record was last updated (as reflected in its History tab). |