Adding contracts
You can add different contract types, such as service contracts and lease contracts, at the Contracts selection level.
Procedure
1. Go to the Contracts selection level.
2. On the action panel, click Add service contract or Add lease contract.
3. Complete the fields in the data panel.
See Contract data fields. For data fields specifically for lease contracts, see Additional fields for lease contracts.
4. Click Save.
You have now added a new contract.
A new contract is automatically set to In preparation. This status indicates that the data is not yet final, so changes can still be made. Once a contract is validated, you must manually change its status to Active.
For details, see Manually changing a contract status.
 | When the reference date is active, expired contracts — contracts whose end date has passed or that have been terminated — are not displayed in the elements list. |