Documentation forSolarWinds Service Desk

Contracts

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.

To access contracts, navigate to 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.

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

Related Topics

CSV Imports

Software

Reconcile