In the "Contracts" table (Basic Data - Contract Management - Contracts), you can create various contracts. This form allows you to enter all contracts related to building management. The contracts can be of any predefined type. Specify the contract type and status, and enter the details for the client and contractor. Also enter key details such as the cost center charged, term, and notice period.
Note: This process is carried out in a form. The basic function of forms is described in this article:
Path to the starting point: Basic Data - Contract Management - Contracts
Click New in the toolbar.
Enter the company.
Select the contract partner, e.g., the contractor for building cleaning.
In the Company field, specify whether the company is the contractor or the client (e.g., in the case of an external service provider for building cleaning, the company is the client).
Enter the contract number.
In the Term and Renewal section, enter the date the contract was signed.
Enter the date on which the contract term begins.
Select the date on which the minimum term of the contract ends.
Click Save in the toolbar.
Note: Make sure to set the contract status to Active.
You have created the new contract.
Recommendation: In the Termination & Resubmission section, you can enter all information related to the termination of the contract. If you have entered a resubmission date, you or the responsible rights group will be notified via email about the option to terminate or renew the contract. The prerequisite for using the workflow with the associated email notification is Plugin 5118 "Workflow: Automated Contract Resubmission." Even without using the workflow, the list can still be used to document upcoming contract events.
Note: The combination of contract category and contract type defines the responsible parties for the contract.
Warning: If you enter responsible parties other than yourself and are not included in this group of responsible parties, you will no longer be able to edit the contract.
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