General

The General panel shows general details about the contract and allows you to edit them. Make any changes, then click Apply.

To renew a contract:

Click Action > Renew Contract.
Specify a new effective date by clicking the calendar icon and selecting a date.
Specify a new end date by clicking the calendar icon and selecting a date.
(Optional) Add any notes.
Click Apply.

Contract ID

Displays the ID of the contract. This field is editable. Make any changes, then click Apply.

Name

Displays the name of the contract. This field is editable. Make any changes, then click Apply.

Description

Displays a description of the contract. This field is editable. Make any changes, then click Apply.

Total Cost

Displays the total cost associated with the contract. This field is editable. Make any changes, then click Apply.

Parent Contract

Displays the parent contract, if any. To add a parent contract, click the search icon and select a contract. To delete a parent contract, click Clear.

Terms and Conditions

Displays the terms and conditions of the contract.

Contract Type

Displays the contract type.

Status

Displays the contract status: Pending, Active, Expired, or a user-entered value.

Original Start Date

Displays the start date of the contract. To change the date, click the calendar icon and select a different date. Select Date Notification to open the New Date Notification dialog box, where you can create a notification message to be sent every day, week, or month for a specified period of time to selected e-mail addresses.

Current End Date

Displays the end date of the contract. To change the date, click the calendar icon and select a different date. Select Evergreen to denote a contract without an end date. Select Date Notification to open the New Date Notification dialog box, where you can create a notification message to be sent every day, week, or month for a specified period of time to selected e-mail addresses.

Time Remaining

Displays the time remaining in the contract.

Renewal Option

Displays if there is a renewal option.

Renewal Provision

Displays any renewal provision.

Notice Date

Displays the notice date of the contract. To change the date, click the calendar icon and select a different date. Select Date Notification to open the New Date Notification dialog box, where you can create a notification message to be sent every day, week, or month for a specified period of time to selected e-mail addresses.

Notice Description

Displays a description of the notice. This field is editable. Make any changes, then click Apply.