Documentation forSolarWinds Service Desk

Contracts

On this page

Introduction

This page provides administrators and service agent users with information on the SWSD Contracts module.

The Contracts module provides a comprehensive list of all past and active contracts including software licenses, hardware leases, maintenance agreements, and other types of contracts. Contracts can be used to track anything with a start and end date, including relevant financial information, contract details, renewal schedules, and agreement terms.

Navigation

Procurement > Contracts.

Contracts index page

The contracts index page provides information such as the status of a contract, its name, manufacturer, type of contract, start- and end-date, number of items, and number of purchases.

You can customize the All Contracts index page to a view that best meets your needs. See List view for more information.

The Add icon allows you to manually enter new contracts. You can also choose to import existing contracts via a csv file. See CSV file import for more information.

Create a new contract

  1. Navigate to Procurement > Contracts.

  2. Click Add in the upper right.

  3. In the New Contract dialog, select the type of contract from the dropdown. Options are: software license, subscription, lease, or maintenance.

  4. Select the status from the dropdown. Options are: draft, active, review, expired, terminated.

  5. Create a name (required).

  6. Create a manufacturer name (required)

  7. Select a license type (if you selected software license as the license type) from the dropdown.

  8. You can also provide a start date, end date, site, and department, and a note.

  9. Click Items, and then add new purchases.

  10. Click purchases, and then attach files (for example, copies of contracts).

  11. To the top right of the contract, you can add tags, any other contracts that are related to this contract, any related users, renewal reminders, and tasks.

  12. Click Create Contract to save.

Import contracts from a csv file

For instructions on how to import a list of contracts, see CSV file import.

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