Contact Management
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‎10-06-2017 12:46 AM
Hi,
Do you we have any documentation on Contact Management in ServiceNow?
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‎10-06-2017 07:21 AM
Hi Abhishek,
Please try below link for documentation on contract management.
Thanks,
Rohith.
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‎10-06-2017 02:54 PM
Hello Abhishek,
Contract Management
Manage and track contracts with the ServiceNow ® Contract Management application.
A contract is a binding agreement between two parties. In the ServiceNow
platform, contracts contain detailed information such as the following.
- Contract number
- Contract start and end dates
- Active status
- Terms and conditions statements
- Documents
- Renewal information
- Financial terms
Contract Management is active by default. If the Cost Management plugin has been activated, Contract Management integrates with Cost Management to associate contracts with costs and determine the total cost of ownership. You can track recurring expenses with rate cards and expense lines. An administrator can activate the Cost Management plugin.To use terms and conditions in Contract Management, you must activate the Managed Documents plugin.
To associate contracts with work orders, you must activate the Work Management plugin.If you are using the Software Asset Management plugin, use the Software Licenses option.
- Use the Contract Management Overview moduleYou can view information about your contract status in the Contract Management Overview module. It displays various contract management reports.
- Components installed with Contract ManagementSeveral types of components are installed with Contract Management.
- Contract Management useUsers with the contract_manager role can use the Contract Management application to create various types of contracts, such as leases, warranties, maintenance, and service.
- Condition check definitionsCondition check definitions enable you to define logical conditions that indicate when to change a specific field value in a record.
Please Refer : Contract Management
Components installed with Contract Management
Several types of components are installed with Contract Management.
Demo data is available.
- Tables installed with Contract ManagementTables are added with Contract Management.
- User roles installed with Contract ManagementA user role is added with Contract Management.
- Script includes installed with Contract ManagementScript includes are added with Contract Management.
- Client scripts installed with Contract ManagementClient scripts are added with Contract Management.
- Business rules installed with Contract ManagementBusiness rules are added with Contract Management.
Refer : Components installed with Contract Management
Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke
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‎10-06-2017 02:56 PM
Tables installed with Contract Management
Tables are added with Contract Management.
Table | Description |
---|---|
Asset Covered [clm_m2m_contract_asset] | Lists the assets covered by a contract. An asset can be covered by multiple contracts and a contract can have multiple assets. |
Asset Covered [clm_m2m_rate_card_asset] | Lists the rate cards that apply to an asset. |
Condition [clm_condition_checker] | Lists the conditions and values for each condition checker. |
Condition Checks [clm_condition_check] | Stores conditions and values that modify specified condition fields. |
Contract [ast_contract] | Stores contract information. |
Contract History [clm_contract_history] | Stores a copy of the contract when the start date, end date, or terms and conditions change. |
Terms and Conditions [clm_terms_and_conditions] | Lists the terms and conditions used by contracts. |
Terms and Conditions [clm_m2m_contract_and_terms] | Lists all terms and conditions available for use with contracts. |
Users Covered [clm_m2m_contract_user] | Lists the users covered by contracts. |
Refer : Tables installed with Contract Management
Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke
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‎10-06-2017 03:01 PM
User roles installed with Contract Management
A user role is added with Contract Management.
Role | Contains Role | Description |
---|---|---|
contract_manager | financial_mgmt_user | Manages the contract life cycle. Can create, edit, and delete contracts. |
Refer below links as well :
Script includes installed with Contract Management
Client scripts installed with Contract Management
Business rules installed with Contract Management
Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke