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Creating a contract

Asset Management Suite

To track leases and contracts, you enter the necessary data into the Configuration Management Database (CMDB). If your contract data is stored in paper form, you need to input the data manually in the Symantec Management Console. If you have your contract data available in electronic format, you can import it into the CMDB. Symantec recommends that you use the predefined contract configuration item types to enter your contract data.

The predefined contract configuration item types in Asset Management Suite let you manage your contracts as follows:

Contract

A contract configuration item type lets you enter data for any type of contract. For example, you can enter the contracts that you have signed with your vendors.

Lease Schedule

A lease schedule lets you track lease payments, associated resources, and the duration of leases. You can set notification policies to remind you that a lease is due to expire.

Master Lease

After you create multiple lease schedules, you can combine accounting details into a master lease for total cost of ownership reports, generic schedule, and overall summary information. For example, your organization leases several computers and printers from the same vendor. You can then create a master lease and link all the lease schedules that are associated with these leased assets. A master lease lets you quickly view summary details for all leased equipment from one supplier. For example, you can view payments, schedules, and serial numbers for covered hardware.

NDA

A non-disclosure agreement (NDA) lets you protect the sensitive information about your organization that you share with your business partners or contractors. An NDA configuration item type lets you insert the NDAs that are signed for your company or the NDAs that your company signs for the other companies.

Warranty

Warranties consist of hardware details, schedule, and financial information. The warranty contract type lets you track the information that relates to the warranty. For example, you can track payments, expiration date, and associated serial numbers.

Service Level Agreement

An SLA specifies the services that a vendor or a service provider furnishes under a particular contract.

This task is a step in the process for managing contracts.

See Managing contracts

To create a contract

  1. In the Symantec Management Console, on the Home menu, click Service and Asset Management > Contracts.

  2. In the left pane, under Contract Management, expand Contract Types.

  3. Right-click a contract type, and then click the context menu option that lets you create a new contract.

  4. In the Create configuration item window, specify the details of the contract.

    End Date

    To use the contract expiration notification feature, you must enter the end date of the contract.

    Covered Hardware

    For a Lease Schedule and a Warranty, you can specify the hardware that this contract covers.

    Associated Documents

    Note that in Asset Management Suite, you can only specify the UNC path of the contract file. You cannot upload the document.

  5. Click OK.