Manage maintenance contracts that are relevant to the construction and operation of the properties managed in maintenance and that have been concluded with internal or external service providers. Enter details of the client and contractor, terms, financial terms and payment terms and upload the scanned contract documents. See at a glance which orders have been processed under the contract.
Identification
Information on the data record’s identification is entered in this section.
| Property | Description |
| Building | Select the building applicable to this contract. This field remains empty if the contract cannot or should not be directly assigned to a building. |
| Version | Enter the currently valid version of the contract. |
| Main Contract | ⚠️ This property will be removed in one of the next releases. Please do not use it anymore.
Select the contract from the contract management to which the present maintenance contract is connected. |
| Code | Enter an abbreviation for the contract. The code entered here also appears in the contract list. |
| Name | Enter the full name of the contract. We recommend that you enter as much information as possible in this field about the scope of services for the concluded contract to facilitate assigning the contract to an order or task at a later stage. |
| Contract Type | elect the higher level contract type. |
Orderer
Information about the company which is the contracting entity in the contract, and about the contract coordinator can be entered here.
| Property | Description |
| Coordinator | Select the employee of the contracting entity’s company who is responsible for coordinating the contract. |
| Orderer | Select the contracting entity company in this contract. |
Contractor
Information about the company which is the contractor in the contract, and about the contract coordinator can be entered here.
| Property | Description |
| Coordinator | Select the employee in the contractor's company who is responsible for coordinating the contract. |
| Contractor | Select the contractor company in this contract. |
Term
Information about the contract’s term can be entered here. This also includes the conditions regarding giving notice.
| Property | Description |
| Valid from | Enter the date from when the contract is valid. |
| Termation Date | Select the planned or agreed date for terminating the contract in the adjacent date picker. |
| Contract Alteration Reminder | Enter the date on which a reminder should be sent if a contract amendment is made. The purpose of the selection is to enable early changes to the contractual relationship to be planned, e.g. to enable better planning of renegotiations or in order not to forget about expiring contracts. The information entered here also appears in the list of all contracts which can be sorted according to upcoming contract amendments. |
| Signed | Enter the date on which the data record was created for the respective contract. |
| Notice Period | Enter the valid notice period (in months) for the contract. |
| Valid until | Enter the date until when the contract remains valid. |
Budget
Information about the contract’s financial scope can be entered here.
| Property | Description |
| Contract Total [p.a.] | If a total budget has been agreed for the contract, enter the total negotiated value of the order per year independently of the annual budget and other time-based delimitations. To start with, the information should be entered independently of the currency. The currency can then be selected in the "Currency" combobox. |
| Currency Unit | Select the currency for the contract amount. |
Terms of Payment
Information about terms and methods of payment can be entered here.
| Property | Description |
| Amount for Payment | Enter the net payment amount agreed in the following payment amount. |
| Method of Payment | Enter the agreed payment method (e.g. "Bank transfer", "Direct debit"). |
| Number of Payments | Enter the number of payments per year. The payments are then evenly distributed throughout the year (e.g. enter "4" for quarterly payments). |
| Account assignment | Enter information about the in-house assignment of costs from the contract (e.g. a cost center). |
Maintenance Orders
All orders which are based on and connected with the contract are displayed in this section.
See also: Order list
Documents
Documents related to the contract can be uploaded in any format in this section.
In this section you can upload, download and manage files.
No Configuration for IH_OBV_T
No Configuration for IH_OBV_T
See also: IH_OBV_T
