Maintaining Contracts


Overview

Tasks

Included with

Tivoli Asset Management

Overview

About Contracts

Tivoli Asset Management enables you to set up and maintain contracts. A contract is an agreement with a vendor for purchases, maintenance, leases, warranties, or other services. A contract can be associated with one or more assets, or with an event.

Tasks

Adding Contracts To add contracts:
  1. From the Edit menu, choose Contracts.
    Result: The Contracts dialog box appears.
  2. Choose Add.
    Result: The Add Contract dialog box appears.
  3. On the General tab In the Contract box, type a name for the contract.
  4. In the Modification box, type a modification name.
  5. From the Type drop-down list, select a contract type.
  6. From the Status drop-down list, select the status of the contract.
  7. In the POC Name list, type a person's name.
    Note: Choose the POC Name button to display the People dialog box to choose a name graphically.
  8. In the POC Phone box, type the phone number for the person specified in the POC Name box.
  9. In the Start Date box, type the date the contract begins.
  10. In the End Date box, type the date the contract expires.
  11. In the Term Notice, type the date when you want to receive a term notice.
  12. Select Active.
  13. In the Primary box, type the primary vendor name.
  14. In the Secondary box, type the secondary vendor name, if any.
  15. In the Purchase box, type the type of purchase the contract covers.
  16. In the Warranty box, type the warranty the contract covers.
  17. Choose the Assets tab.
    Result: The Assets tab appears.
  18. Select the asset, if any, to include in the contract.
  19. Choose the Address tab.
    Result: The Address tab appears.
  20. In the Company box, type a company name.
  21. In the Name box, type a contact name.
  22. In the Street box, type a street address.
  23. In the City box, type a city name.
  24. In the State box, type a state name.
  25. In the Zip Code box, type a ZIP code.
  26. In the Phone box, type a telephone number.
  27. In the Fax box, type a fax number.
  28. In the Type area, select Bill To or Ship To.
  29. Choose Add.
    Result: The address is saved.
  30. Choose the Maintenance tab.
    Result: The Maintenance tab appears.
  31. On the Maintenance tab, enter preventative maintenance information for the new contract.
  32. Choose OK.
    Result: The Contracts dialog box appears and the new contract is saved.
Editing Contracts To edit contracts:
  1. From the Contracts dialog box, select the contract you want to edit from the Contracts list.
    Note: To list all contracts, choose Find and then click Yes.
  2. Modify the contract information as needed.
  3. Choose OK.
    Result: Changes to the contract are saved.
Deleting Contracts To delete contracts:
  1. From the Contracts dialog box, select the contract you want to delete from the Contracts list.
    Note: To list all contracts, choose Find and then click Yes.
  2. Choose Delete.
    Result: The selected contract is deleted.