Contract – Reference
Refer to the tables below for field descriptions when you want to view, add, or edit contracts.
Contract details
The details of your contract.
Refer to the table below for field descriptions of Contract details.
Field label | Description |
|---|---|
Vendor | The vendor of the software, for which you have a contract. (Required) Vendor cannot be changed after saving the contract. |
Purchase order number | Your organization's purchase order number for the contract, that is, your internal reference number. (Required) This number may be mapped to the Contract number in your system. |
Contract name | A custom name or a name generated from vendor and purchase order number. (Required) The contract name can be changed after creating the contract. |
Start date | The first day the contract is valid. (Required) |
Expiration date | The date when the contract expires, if it has an expiration date. |
Currency | The currency in which the contract is paid. (Required) |
Master contract | The name of any master contract to which this contract is a subcontract. The master contract can be a SAM agreement or another SaaS contracts. The field searches the database for existing contract IDs to choose from. |
Subcontracts | Links to the connected subcontracts. This field is only visible in view mode. |
Subsidiary name | The subsidiary that this contract belongs to. |
Contract type | The contract type, for example, End User License Agreement (EULA). |
Billing period | How often you are billed for the contract: monthly, quarterly or yearly. |
Contract number | The confirmed contract number sent from the vendor. The contract number can sometimes be the invoice number. This number may be mapped to your internal Purchase order number in your system. |
Country of origin | The country where the contract is purchased and legally signed. |
Cost | The total cost of the contract, which is automatically calculated from the costs of the added services. This field is only visible in view mode. |
Payment type | How the contract is paid. |
Receive notification | The number of months for which you want to receive monthly reminders about the expiration of the contract. This requires that an Expiration date is selected and that notification contacts are added in the section Notification contacts. |
Description | Any additional information about the contract. |
Additional services
Additional services are entitlements in your contract that are not licenses but, for example, support services or time-limited add-on products.
Refer to the table below for field descriptions of Add additional service, Edit additional service, and Service details.
Field label | Description |
|---|---|
Description | A short description of the service. (Required) |
Cost | Cost of the service for its duration, if any. |
Expiration date | When the service expires, if time-limited. |
Notification contacts
Notification contacts receive monthly notifications before the contract expires during a selected period. Only system users can be added as contacts.
Refer to the table below for field descriptions of Add contact.
Field label | Description |
|---|---|
Contact | A search field for notification contacts. Once selected they are added to the list. Only system users can be added as contacts. The contract creator is automatically added to the list. |
Attachments
Attachments contain files or links related to the contract.
Refer to the table below for field descriptions of Add attachment.
Field label | Description |
|---|---|
Files | Files related to the contract, for example a scanned hard copy of the contract. |
Upload files | Area to upload files. |
Links | Links to pages or resources related to the contract. |
Title | The title of the link. (Required) |
URL | The URL of the link. (Required) |