Adding New Contracts

To add a new contract:

• Click Product Catalog on the Product Management menu bar. This displays the Product Catalog window.

• Right-click in the product catalog list and select New > Contract. If you are adding the contract to a package, right-click the package and select New Child > Contract. In either case, the New Contract window is displayed.

  

Tabs

Enter the basic contract information in the upper section, then use the tabs and Contract Terms sections:

• Main Tab

• Behavior Tab

• Other Tabs - The Notes, Attributes, Availability, Web Sales, and Browse Tags tabs are the same as for Products.

Contract Terms and Penalties Sections

Continue configuring the Contract Specification by setting up the appropriate Contract Terms and Penalties.

Contract Editing Rules

• Once a contract has been assigned to a customer or service, only Discontinue Date, Default Billing Status, Service Agreement, and Notes can be edited in Product Catalog.

• Once a contract has been assigned to a customer or service, it cannot be deleted from the Product Catalog.