On the contract details page, select Actions > Renew Contract. The Renew Contract form contains the rules of the original contract.
Use the following pointers to renew the contract:
Step 1: Specify the contract details
- Provide a unique name to your renewed contract (Character limit: 100). Ensure that the renewed contract name is unique and does not have the old contract name.
- Enter a contract identification number.
- Provide a short description of the contract.
- Choose your contract type (lease/maintenance/support/warranty) from the drop-down.
- Choose the vendor from the drop-down. Click
to add a new vendor.
- Select Renewed Contract checkbox.
- Enter the details regarding the support that will be provided by the vendor.
Step 2: Add the related asset details
- Click Add Assets to select the assets for which the contract applies. The selected assets are displayed below in a dialog box.
- Select the period for which the contract applies in the From and To fields.
- Enter the maintenance cost of the selected assets in terms of dollars.
Step 3: Enable notifications
- Select Enable Notifications checkbox to send the configured notifications to the relevant users.
- Select the users you wish to notify from the User List and move them to Users to be Notified list using the >> icon.
- Specify the email Ids of users who must be notified when the contract nears its expiry date.
- Specify the number of days before which the selected users must be notified of the contract's expiry. You can specify multiple email reminders by clicking
.
If there are any additional fields configured by your administrator, enter the details accordingly and click Save.
