Renew Contract

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

1. 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.
   
2. Enter a contract identification number.
   
3. Provide a short description of the contract.
   
4. Choose your contract type (lease/maintenance/support/warranty) from the drop-down.
   
5. Choose the vendor from the drop-down. Click to add a new vendor.
   
6. Select Renewed Contract checkbox.
   
7. Enter the details regarding the support that will be provided by the vendor.
   

Step 2: Add the related asset details

1. Click Add Assets to select the assets for which the contract applies. The selected assets are displayed below in a dialog box.
   
2. Select the period for which the contract applies in the From and To fields.
   
3. Enter the maintenance cost of the selected assets in terms of dollars.
   

Step 3: Enable notifications

1. Select Enable Notifications checkbox to send the configured notifications to the relevant users.
   
2. Select the users you wish to notify from the User List and move them to Users to be Notified list using the >> icon.
   
3. Specify the email Ids of users who must be notified when the contract nears its expiry date.
   
4. 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.

• Related Articles

• Contract Details Page

  Go to Contracts and click on a contract to navigate to the contract details page. The contract details page has three tabs: Contract Details: You can view details of the contract, vendor, attachments, and assets associated with the contract. You can ...

• Create a New Contract

  Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions menu on the application header. Step 1: Specify the contract details Provide a unique name to your contract. (Character limit: 100) If your ...

• Contract Type

  The contract type is a classification used to categorize contacts into different types, such as maintenance, support, or warranty. You can configure new contract types and configure them with contracts as required. Create New Contract Type Go to ...

• Contract Relationships

  You can map relationships between contracts from the same vendor as parent and child contracts. Contracts that are dependent on other contracts are called Child Contracts. The contract on which child contracts depend on is called the Parent Contract. ...

• Print Contract

  On the contract details page, go to Actions > Print Preview. The contract details are displayed in a printable format in a pop-up window. Use the browser print options to print the contract. Go to the top-right corner of your browser and open the ...