Contract Information Fields

Note: The security access determines what functions are available. Contact system administrator for any access rights changes. WebViewer users may not access full functionality.


Field	Description/Action
Reference #	By default the system assigns a unique reference number for internal tracking purposes, but you may enter a different number. If a reference number already exists, the Contract Reference # Duplicate dialog box opens.
Active	Select this check box to make the contract active, or clear the check box to make the contract inactive.
Account	Displays the name of the account associated with the contract. To change the account, click (Find). This cannot be changed once the contract is created.
Contact	Displays the name of the primary contact associated with the contract. To change the primary contact, click (Find).
Comments	Additional information regarding the contract can be added in this box.
Service	The type of service that the contract covers. To change the service, click the drop-down arrow and select an item from the list.
Contract Type	To change the service, drop-down arrow and select an item from the list. The selection for Contract Type affects the options of other contract information boxes. For example, if the Contract Type is Days, the Grace Days box is available. The Contract Type box cannot be edited after the contract is created.
Start Date	The date the contract must start. To edit, click (Calendar) to select the date.
Begin with First Ticket	If you want the contract to begin after the first ticket is created, select this check box. This option is available only when the Contract Type is Days. When this option is selected, the Start Date and End Date boxes are blank until the first ticket is opened. This value cannot be modified after the contract is created.
Expiration	The date the contract must expire. To edit, click (Calendar) to select the date.
Grace Days	Type a number representing the number of days, past the Expiration, that service or support will be offered to the customer under the contract. Applies to all Contract types.
Quantity	The number of units of the type displayed in the Contract Type box. The number is displayed automatically, based on the information specified in the Contract Type, Grace Days, and Begin with First Ticket boxes, or you can specify the number manually. If the Contract Type is Days and a Quantity exists, the Expiration is calculated from the Start Date.
Remaining	Displays the amount of time left on the current contract. The system calculates the quantity remaining on this contract using the Contract Type, Grace Days, Purchase Date, Start Date, and Expiration. As tickets and ticket activities are created and completed, the remaining value decreases. This is displayed when viewing an existing contract and cannot be edited.
PO Box	If applicable, you can type a purchase order number for the contract.
Purchase Date	The date purchased. To edit, click (Calendar) to select the date.
List Price	Type a value for the contract. If no value is entered, the system defaults to the Contract Amount value.
Discount	If applicable, type a value for the discount.
Contract Amount	Type the value of the contract. If no amount is entered, the system defaults to the List Price value minus the Discount value.
Updated By	Displays the user that last updated the contract information. It appears when viewing an existing contract and cannot be edited.
Last Updated	Displays the date and time of the last update to the contract information. It appears when viewing an existing contract and cannot be edited.