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Add, Edit, or Delete Asset Agreements

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During implementation the initial asset agreements or contracts need to be set up and then later any new agreements or contracts can be added.

  1. Navigate to Admin > Assets > Agreements.

The Asset Agreement screen displays with the following tabs: Agreements, Types, and Fields.

Agreements Tab

All existing contacts and addenda are displayed.

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Search

  1. Quick Search - can be used to locate specific agreements.

  2. Add Searches - can be used to save frequently performed searches.

Add an Agreement

You can add an agreement.

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  1. Click the  Add  icon. The Add New dialog displays.

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  1. Complete the general information such as Asset type, name, and start and end date.
  2. Complete the details section which includes contract vendor, term, first payment date, and contract end notice date.
  3. If you have any soft copies of the agreements for reference these can be uploaded. Click the Choose file button, locate the file and then click the Upload File button.
  4. Click the OK button.
  5. Click the Save button.

Edit an Agreement

You can edit an agreement.

  1. For the agreement you want to edit, click the Edit button.

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  1. Complete your edits.

  2. Click the OK button.

  3. Click the Save button.

Delete an Agreement

  1. For the agreement you want to edit, click the Remove button under the Actions column. 
  2. The Remove Agreement dialog displays the message " Removing the item will remove if from the system. Any open tickets or requests using this item may become inaccessible.

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  1. Click the Remove button and the vendor is deleted.
  2. Click the Save button.

Types Tab

You can add or edit the agreement types.

  1. Click the Types tab. The Types screen displays.

Fixed agreement types are listed and cannot be edited and there is a Lock icon under the Actions column.

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Add a Type

You can add an agreement type.

  1. To add an agreement type, click the Add  icon. The New Agreement Type dialog displays.

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  1. In the Name field, enter the name.
  2. In the Description field, enter a short description.
  3. Use the Form Builder section to select appropriate fields:
    1. From the Purchase Date drop-down, select the field you want to add.
    2. Click the Add  icon to add the field to the form.

A preview of the form appears in the Form Preview section.

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  1. When you have finished, click the OK button.
  2. Click the Save button.

Field Tab

You can add or edit the agreement fields.

  1. Click the Fields tab. The Types screen displays.

Fixed field types are listed and cannot be edited and there is a Lock icon under the Actions column and note that the custom fields can added at the site level.

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Add Field

You can add a field.

  1. Click the Add  icon. The Add New dialog displays.

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  1. In the Name field, enter the name of the field.
  2. From the Type drop-down, select either: Text, Money, Number, Live Search, Drop down, Checkbox, or Calendar.

A preview of the form appears in the Field Preview section.

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  1. Click the OK button.
  2. Click the Save button.