Contracts & Assets linked

Sharne Miller
Tera Contributor

Could you please advise if assets were loaded before a contract how do we link the existing assets to the contract?

2 REPLIES 2

mathieu_brule
Kilo Sage

Hi Sharne,

 

The link between assets and contracts is done through Asset covered table (clm_m2m_contract_asset).

To add your loaded assets to the contracts, you have to create records in Asset Covered table for each asset.

 

Does it answer to your question ?

Community Alums
Not applicable

Hi @Sharne Miller ,

Follow the below steps :

Navigate to All> Contracts > All:

SandeepDutta_0-1667884283719.png

 

Open the Contract record  from the list view to which you want to add the existing Asset :

SandeepDutta_1-1667884324249.png

 

Scroll down to the Related list and look for the tab called "Assets Covered "

SandeepDutta_2-1667884388299.png

To add the existing asset use "Edit" option and to create a new asset use "new":

SandeepDutta_3-1667884445450.png