Monitor a contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can monitor contracts by viewing contract history and creating contract reports.

    Before you begin

    Role required: asset, contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

    About this task

    If changes are made to a contract start date, end date, or terms and conditions, a copy of the contract is automatically saved and placed in contract history. This is useful for tracking changes to a contract and keeping an audit trail. Configure the Contract History related list or tab to include columns for creation and update so you can easily see who edited the contract.

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to Contract > Contracts > All.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
    2. Select a contract.
    3. View the Contract History related list (core UI) or tab (Hardware Asset Workspace and Enterprise Asset Workspace) and perform one of the following actions.
      • If earlier versions of the contract exist, click a date in the Contract Starts column to view a version.
      • If an earlier version of the contract does not exist, change the contract's Start date or End date. Right-click in the header bar and select Save. In the Contract History related list, click a date in the Contract Starts column to view the earlier version.