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Version: 8.5.X

Contract Details Page

On the Contract Details page, you can view the complete details of the contract and perform the desired activity. To view the Contract Details page, on the Contract List page click on the subject line, and the below page appears.

Contract Details Page

Subject and Description

You can view the complete subject and description on the top of the details page. You can also edit it by clicking on the Pencil icon, if required.

Subject and Description

Classifiers of Contract

These properties tell you the current statistics of the current and help you to classify them under different labels. When someone works on a contract, the person updates the labels accordingly. For example: If the "status" is closed, it means you have nothing to do with the contract.

Contract Classifiers

Parameter              Description
StatusThis label classifies the contract based on the status. The default options are: Active, Expired, and Not yet started.
Contract TypeThis label classifies the contract based on its type. The default options are: Lease, Warranty, Maintenance, and Support.
OwnerThis label specifies the name of the person who is owner of the contract.
VendorThis label specifies the name of the vendor with whom the contract is signed.
Contract NumberThis label displays the contract number of the particular selected contract.
Contract Start DateThis label displays the date of the contract from when it will be effective.
Contract End DateThis label displays the date of the contract when it will expire.
CostThis label displays the cost of the signed contract. This amount will always be in US Dollars.
Add TagsYou can add the custom tags to quickly find the contracts based on it. Also, system adds some default tags when based on certain labels and actions.

Associated Actions for Contract

You can create/update different actions and activities as a part of communication, collaboration, and resolution in the contract. The available types of actions are:

Action Type     Description
RelationsYou can view the requests, assets, and purchase orders linked to this contract.
RenewalsYou can see the renewal details of the contract.
Child ContractsYou can see the sub-contracts of the parent contract here.
Expiry ReminderYou can set the contract reminders here.
Audit TrailYou can see all the activities related to the Contract.
NotificationsYou can send and view notifications related to the Contract.

Other Information

The other information shows additional details about the contract.

Other Information

  • Department: Displays the department to which the contract is associated with.
  • Renewed: Displays if the contract is renewed or not.
  • Last Updated Date: Displays the date and time of the contract last updated.