Pending Contracts

Contracts that have been forward dated on creation or that require invoice payment before they can become active in the system, are recorded as Pending Contracts. The list of Pending Contracts can be viewed in the All Agreements filter within the Service Level > Contracts screen.

 

A Pending Contract will automatically become active in the system on the start date assigned to the contract, if an invoice is not associated with the contract.

 

To enable a Contract before the start date:

  1. Go to the Costs tab of the Item or Contracts tab of the Org Unit or Customer
    The tab is available relative to where the contract is being activated. It will be Costs within the Item screen, or Contracts within the Customer or Org Unit Information screen.

  2. Select Edit
    The Enable button is displayed next to the Pending Contract Field

    pending_contract.png

  3. Click Enable
    The system prompts that the start date will be updated.

  4. Click OK
    The Contract is created with the new start date.

    contract_details_item.png

  5. Click Save.

  6. Requests raised against a Customer/Org Unit/Item with a Pending Contract, are assigned a Pending-No Contracts status. The Item/Customer/Org Unit’s Contract needs to be activated before a Technician can work on the request.