Contract Catalog


Definition

The contract catalog lists all models of contracts related to IT infrastructure: subscription, insurance, maintenance, leasing, ....

EndDefinition
  • Each catalog entry, or reference, groups together contracts with common attributes, e.g. maintenance contracts by supplier, or contracts managed by a given financial institution such as leasing contracts by lessor.
  • To simplify catalog management, entries are grouped by type
  • Each contract is associated with a single unique entry in the catalog.

Notes

  • Certain reference information is inherited by the associated contracts.

Best Practice big icon.pngBest practice

  • To update references, use the Update wizard in List mode.

Characteristics specific to versions 2016 and earlier

Menu access

References > Catalogs > Contract Catalog

Screens description

        Contracts catalog.png

TabUpdateRules_After2016Versions

Open url.png See the general principles for updating tabs.

Create a new item Delete an item or association with a related item

Run the New wizard at the top of the tab

Fundamentals - Form - New wizard.png

Move the cursor over the corresponding item and click Trash icon.png

Fundamentals - Form - Delete wizard.png

Alphabetical order of the tabs

QuickAccess

Details

Type

Type: Type (full path displayed) associated with the current object.

Reference: Name of the catalog entry.

RegularSupplier

Regular Supplier: Name of the main supplier where the current object is available.

Best Practice icon.png Enter the prices of other suppliers in the Potential Suppliers tab.

Start of Availability/End of Availability: Period of availability of the reference in the catalog. Note: At the end of the period, the status of the reference in the catalog is Archived. It can no longer be associated with a contract.

Note

Note: Comments on the form. You can also add images or tables in this field using HTML tags.

Default Attributes

DefaultAttributeTab

List of attributes linked to the current object.

  • Only attributes compatible with the type of the current object can be added. 
  • Update: In this tab. You can also use an integration model based on the Attributes (Equipment, Contracts, Licenses) connector.

Contracts

List of contracts associated with the current reference.

  • Update: In Contract forms.

Discussions

DiscussionTab

List of discussions associated with the current object.

  • Users can access discussions based on their domain and the visibility of the discussion. Users must also belong to a group authorized to take part in discussions, i.e. in the Group form, the Discussion Enabled box must be selected.
  • Enter the keywords you want in the Search field and press < Enter >.
  • To cancel the search criteria and return to the complete list of discussions, provided you have the relevant rights, click within the box and then click Discussion - Delete icon.png.

Attachments

AttachmentTab

List of documents associated with the current object.

Potential Suppliers

Potential Suppliers

PotentialSupplierTab

List of suppliers who are able to provide the current object and their prices, in addition to the main supplier specified in the Details tab.

Best Practice icon.png  Specify the suppliers whose prices you want to check when placing an order for the current object.

History of Changes

HistoryOfChangeTab

List of all modifications made to the form. 

Procedure and Wizards

How to create an entry in the catalog

Step 1: Creating the catalog entry.

1. Select References > Catalogs > Contract  Catalog in the menu.

2. Click + New.

3. Specify the information.

4. Click Finish.
The form will be created.
 

Step 2: Associating contracts with the new catalog entry.

1. Go to the contract inventory.

2. Create the references associated with the new entry.  Open url.png See the procedure.

Wizards

Update (Only in List mode)
Delete (Only in List mode)

Tags:
Last modified by Unknown User on 2019/05/21 19:58
Created by Administrator XWiki on 2015/11/12 18:19

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