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)