Adding contracts
You can add various types of contracts such as service contracts and lease contracts at the Contracts selection level.
Follow the steps given below to add a contract.
Follow the steps given below to add a contract.
Procedure
1. Go to the Contracts selection level.
2. On the action panel, click Add service contract/Add lease contract.
3. Complete the fields in the data section.
For details on the available fields, refer to Contract data fields.
4. Click Save.
You have now added a new contract.
For data fields specifically for lease contracts, refer to Additional fields for lease contracts.
A new contract is automatically assigned the In preparation status. This status indicates that data is not yet finalized and it therefore allows changes to be made. If a contract is validated, its status must be manually set to Active.
For details on changing a contract’s status, see Manually changing a contract status.
 | If the reference date is active, the expired contracts (i.e. contracts whose end date has already passed or contracts that are terminated) are not visible in the elements list. |