Browsing Contracts


Overview

Task

Included with

Tivoli Asset Management


Overview

Contracts

Assets can be associated to any number of contracts. Your system administrator can define various types of contracts, including lease, loan, purchase, maintenance, and warranty contracts, among others. When you add an asset or edit an asset, you can specify one or more contracts for the asset.

At any time, you can browse the existing contracts that have been defined by your company, to see the details about those contracts. You use the Contracts dialog box to search for one or more contracts of a specific type; you then can view details about any of them.

Note: Your system administrator must define the contracts used by your organization.

Contracts dialog box

Use the Contracts dialog box to search for one or more contracts, and to view or print information about contracts. The dialog box features a number of query tools, which enable you to provide specific information about the type of contracts you want to view.

To access the Contracts dialog box, do one of the following:

  • If you are using the Asset Management User profile, from the Edit menu, choose Contracts. Alternatively, you can choose the Browse Contracts tool from the toolbar.
  • From the Help menu, choose Your System Profile and follow the instructions under Browse Contracts.

Task

Finding and viewing a contract

In the Contracts dialog box, you can search for a specific contract, or you can display multiple contracts that share one or more features. Tivoli Asset Management can find a subset of contracts (based on your search criteria) or can display all contracts. You then can select one of the displayed contracts and view its details.

To find all contracts:

  1. Open the Contracts dialog box.
  2. In the Search group box, leave all the search boxes blank.
  3. If you want the search to include only active contracts, select the Active check box. Otherwise, only inactive contracts are found.
  4. Choose Find.
    Result: A Caution message appears, confirming that you want to see a list of all contracts.
  5. Choose Yes.
    Result: All contracts are displayed in the Contracts list.

To find one or more contracts based on search criteria:

  1. In the Search group box, specify search criteria in one or more of the boxes, as follows:
    • Contract. Type a contract ID. To search for a range of contracts with similar IDs, type the first few characters of the ID, followed by an asterisk (*).
    • Modification. Type the modification number or date for the contract(s).
    • Type. Select a contract type from this drop-down list. Types are defined by your system administrator.
    • Status. Select a status from the drop-down list. Statuses are defined by your system administrator.
    • Dates. Specify either the start date, end date, or termination notice date for the contract. You can type the date directly in any of these boxes, or use the Calendar tool to select the date from the Calendar dialog box.
    • Active. If you want to search only active contracts, select this check box. Otherwise, the search will include both active and inactive contracts.
    • POC Name. Type the name of the "point of contact" person for the contract. If you do not know the person's name, choose the browse button to open the People dialog box and search for the appropriate person. (For more information, see Browsing People.)
    • POC Phone. This box is filled automatically when you specify a POC name.
    • Vendor. Type the name of the primary, secondary, purchase, or warranty vendor in the appropriate box. If you don't know the vendor's name, choose the browse button to open the Vendors dialog box and search for the appropriate vendor.
      Note: You can specify search criteria in only one of the boxes, all of them, or any combination. The more criteria you provide, the more exact your search results will be.
  2. Choose Find.
    Result: If any contracts match your criteria, they are displayed in the Contracts list.
    Note: To start your search over, choose Clear to clear out all the search criteria boxes.

To view a contract:

  1. In the Contracts list, select a contract.
  2. Choose View.
    Result: The View Contract dialog box appears, displaying detailed information about the selected contract. You cannot change any information in this dialog box.
  3. Choose Close.
    Result: The Contracts dialog box appears.
  4. Search for another contract, or choose OK to close the dialog box.