Maintaining Contract Types and Statuses


Overview

Tasks
Included with Tivoli Service Desk

Overview

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.

Contract types

The system administrator maintains the list of contract types your company uses for its assets. When users add a contract for an asset, they select the contract type from this list.

The contract types included with Tivoli Service Desk are:

  • Warranty
  • Service
  • Lease
  • Loan
  • Purchase
  • Maintenance

Contract statuses

The system administrator maintains the list of contract statuses your company uses for its assets. When users add a contract for an asset, they select the contract status from this list.

The contract statuses included with Tivoli Service Desk are:

  • Renewal
  • Past Due
  • Pending

Tasks

Maintaining contract types

To add a new contract type:
  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. In the box below the Contract Types list, type a name for the new contract type.
  3. Choose Add.
    Result: The new contract type appears in the Contract Type list.

You can edit a contract type, even if it is already associated with contracts in the Tivoli Service Desk database. However, when you edit a contract type, it is automatically updated on every contract with which it is associated.

To edit a contract type:

  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. From the Contract Type list, select the contract type you want to edit.
  3. In the box below the Contract Types list, type a new name for the selected contract type.
  4. Choose Replace.
    Result: The updated contract type appears in the Contract Types list.

You can delete a contract type only if it is not already associated with a contract.

To delete a contract type:

  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. From the Contract Type list, select the contract type you want to delete.
  3. Choose Delete.
    Result: The selected contract type is removed from the Contract Types list.

Maintaining contract statuses

To add a new contract status:
  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. In the box below the Contract Status list, type a name for the new contract status.
  3. Choose Add.
    Result: The new contract status appears in the Contract Status list.

You can edit a contract status, even if it is already associated with contracts in the Tivoli Service Desk database. However, when you edit a contract status, it is automatically updated on every contract with which it is associated.

To edit a contract status:

  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. From the Contract Status list, select the contract status you want to edit.
  3. In the box below the Contract Status list, type a new name for the selected contract status.
  4. Choose Replace.
    Result: The updated contract status appears in the Contract Status list.

You can delete a contract status only if it is not already associated with a contract.

To delete a contract status:

  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. From the Contract Status list, select the contract status you want to delete.
  3. Choose Delete.
    Result: The selected contract status is removed from the Contract Status list.

Printing a list of contract types and statuses

You can print a list of all the contract types and statuses in the Tivoli Service Desk database.

To print a list of contract types and statuses:

  1. In the TSD System Configuration dialog box, choose the Contract tab.
  2. Choose Print.
  3. In the Report Output Attributes dialog box, select the destination for the output and adjust other parameters. See Choosing report output attributes.
  4. Choose Accept.
    Result: A list of all the contract types and statuses is printed.