Configurations > Contract Management > Contract Types.
Here you can see a list of existing Contract types, default and custom, add a new one, or edit and delete custom Contract type.
Default Contract types are:
•Software license
•Subscription
•Lease
•Maintenance
Default Contract types cannot be deleted.
Each Type has an own sets of standard properties. When creating a new type on the basis of an already existing, the new will inherit all the properties from its ancestors. You can customize the types by changing editing standard properties and/or add your own field using the Formbuilder.
Customize a standard field by double clicking on the field and the Edit Property dialog will show. All options are not available on every standard field. For instance is the Name property so essential that it can never be hidden.
•Hide field -either hide the field when item is created.
•Show in info panel - make it show in side panel (left hand side in AP, right in SSP).
•Entity – The field is a dropdown list and here you choose what list of values to show.
•Add dependent field – In Formbuilder topic
List of default properties with descriptions of data, can find Default properties for all Contract types.
New Contract type can be added by clicking on the Add Contract type button. In new contract type form you can insert Name (required field) and Description (optional). After creating new Contract type, user can edit properties. Each contract types inherits all default contract properties and those properties cannot be deleted.