ZENworks Asset Management lets you create contract records (typically referred to simply as contracts) for your organization’s assets. You can then monitor the status of the contracts and generate reports showing various contract details.
To create a contract:
In ZENworks Control Center, click thetab.
In the Contracts panel, clickto launch the Create New Contract Wizard. Complete the wizard by using information from the following table to fill in the fields:
General Contract Information
Fill in the following fields:
Contract ID: Specify a unique identifier for the contract. Required.
Name: Specify a descriptive name for the contract. Required.
Description: Provide any additional text to identify the contract.
Total Cost: Specify the total cost of the contract from start date to current end date. This field forms the basis for the contract’s financial information, including annualized cost and cost per association (asset, user, department, and so forth).
Parent Contract: If this contract has a child relationship to another contract, click thebutton to find and select the parent contract, then click .
Terms and Conditions: Specify any terms and conditions.
Contract Type: Select one of the fourteen predefined contract types or type a custom one of your own.
Status: Select, or . You can also type a custom status of your own.
Original Start Date: Click to select the beginning date for the contract. This date and the end date are required for annualized financial information.
Current End Date: Click to select the current end date for the contract. If the contract never ends, select the Evergreen option. This date and the start date are required for annualized financial information.
Renewal Option: Selectif the contract includes an option to renew. Otherwise, select .
Renewal Provision: Specify any renewal provision.
Notice Date: If the contract includes a notice, click to select the notice date.
Notice Description: Specify a description for the notice.
Specify the vendor information in the fields. For each field, select an existing value or type a new value.
This page is displayed only for Lease contracts. Specify the lease information for the contract.
New Contract Summary
Review the information you entered. Use thebutton to go back.
On the New Contract Summary page, select, then click .
The contract is created and displayed.
Add the desired contract information by clicking a tab and filling in the fields. Each tab is described below.
General: Add basic information for the contract. In addition to modifying the information provided when the contract was created, you can set up e-mail notifications for the start, end, and notice dates. For instructions, see Section 24.0, Working with Date Notifications.
Vendor: Add vendor information for the contract. You can modify the fields if necessary.
Financial: This is a non-editable page that displays the contract’s financial data. The data is calculated from information provided on the other pages.
Total Cost: This data requires that the Total Cost be defined on the General page.
Total Cost per Item: This is displayed when the Item is included on the Relationships page. For example, if you have associated the contract with license entitlements on the Relationships page, the field displays the total cost per licensed product.
Annualized Cost: This data requires that anand be defined on the General page.
Annualized Cost per Item: This is displayed if the is included on the Relationships page. For example, if you have associated the contract with license entitlements on the Relationships page, the field displays the annualized cost per licensed product.
SLA: Add Service Level Agreements for the contract. For each SLA you add, you can include the service level metric, actual service level, start date, and end date. You can also configure e-mail notifications for the start and end dates. For instructions, see Section 24.0, Working with Date Notifications.
Lease: Add lease information for the contract. For each of the date fields, you can configure e-mail notifications. For instructions, see Section 24.0, Working with Date Notifications.
Documents: Attach documents to the contract. This could be an electronic copy of the contract or other supporting documents. The document must already have been added to the Asset Management system. For more information about adding documents, see Section 23.5, Adding Documents to Contracts.
Renewals: Renew the contract by adding the renewal date and new end date. Each renewal record is added to the Renewal History list.
Relationships: Associate the contract with devices, users, licensed products, and demographics (sites, departments, and cost centers).