Extend the lease contract for an enterprise asset

Extend the lease contract for an enterprise asset before it expires.

始める前に

Before you can proceed with extending a lease contract, you must complete the associated Planning task. See Complete the Planning task for an expiring enterprise asset lease contract for detailed instructions.

Role required: sn_eam.enterprise_admin or sn_eam.enterprise_asset_manager

手順

1. From the Enterprise Asset Workspace, open the Contract and lease management view.
2. On the Lease-end assets tab, select the lease contract that you want to extend.
   The lease contract record opens.
3. Complete and close the Extension task for the lease contract.
   To successfully complete and close this task, you must confirm the lease contract extension details with the asset vendor. These details include the start date, end date, and cost of the lease contract extension.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Extension task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Extension task opens.
   2. On the Details tab of the Extension task, fill in the fields.

      表 : 1. Details tab

      Field	Description
      Contract Asset Task
      Number	Task number that is used to identify and track the Extension task. This field populates automatically.
      Contract	Lease contract that the task is associated with. This field populates automatically.
      Asset	Enterprise asset that is associated with the lease contract. This field populates automatically.
      Location	Current location of the associated enterprise asset. This field populates automatically.
      State	State of the task.
      Assignment group	Group to which the task is assigned.
      Assigned to	User to which the task is assigned.
      Work notes list	Users who receive notifications when work notes are added to the task.
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Extension details
      Extension start date	Date on which you want to start the lease contract extension.
      Extension end date	Date on which you want to end the lease contract extension.
      Extension cost	Cost to extend the lease contract. 注: You can set this field to any currency of your choice.
      Notes
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Select Close Task.
      The Extension task automatically closes with an updated state of Closed Complete.
4. Complete and close the Extension confirmation task for the lease contract.
   To successfully complete and close this task, you must pay the asset vendor the amount that was specified in the extension cost.
   1. On the Contract Asset Tasks tab of the lease contract record, select the task number for the Extension confirmation task.

      Alternatively, select the task number that is displayed in the Current task field of the lease contract record header.

      
      The Extension confirmation task opens.

      注:

      Aside from the State field and the additional Extension confirmation field, all editable fields in the Extension confirmation task are pre-populated based on the corresponding fields that you filled out in the Extension task. The Purchase order and Purchase order line fields are pre-populated with the purchase order and purchase order line that the Enterprise Asset Management application automatically created for the lease contract extension in the Planning task.
   2. In the Extension details section of the Details tab, set the Extension confirmation field to Yes.
      This field indicates if the lease contract was extended successfully.
   3. In the same section, select the Open Record icon () in the Purchase order field.
      The purchase order record opens.
   4. Select Order.
   5. After the page reloads, select Receive.
      The form closes and you automatically return to the purchase order record, which now has a status of Received.
   6. Close the purchase order record to return to the Extension confirmation task.
   7. On the Extension confirmation task, select Close Task.
      The Extension confirmation task automatically closes with an updated state of Closed Complete.

タスクの結果

After you successfully extend the lease contract, the Expiration field on the lease contract record changes to Expired. The Enterprise Asset Management application then creates a new record for the extended lease contract, which is named EXT_<expired-lease-contract>. The new lease contract record covers all of the same enterprise assets that were covered in the original lease contract record.