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
- To update references, use the Update wizard in List mode.
Characteristics specific to versions 2016 and earlier
- Graphic interface:
- General overview of the form.
See the Fundamentals - Screens in the Contract Catalog form
- General overview of the form.
Menu access
References > Catalogs > Contract Catalog
Description of tabs
TabUpdateRules_After2016Versions
Click to see the general principles for updating tabs.
| Create a new item | Delete an item or association with a related item |
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Run the New wizard at the top of the tab
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Move the cursor over the corresponding item and click
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Alphabetical order of the tabs
QuickAccess
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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.
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
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Attachments
AttachmentTab
List of documents associated with the current object.
- Update: In this tab. See the Description.
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.
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.
- The fields taken into account are defined using rules in the history of changes.
- This is in the AM_ASSET table.
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. See the procedure.