Renewing a Contract

To renew a contract,

1. Log in to the ServiceDesk Plus - MSP application using your user name and password or using admin login.

2. Click the Contracts tab in the header pane. By default, the list of Open contracts is displayed. Select the status of the contract which you wish to renew using the Filter Showing combo box.  

3. Click the Contract Name link that you wish to renew. This opens the View Contract page.

4. Click Actions combo box -> Renew Contract option. The Renew Contract form is displayed with the contract rules of the original contract. As the contract ID is a system generated ID, it is not available in the renew contract form. The contract name is appended with the word renewed. You can edit the name but ensure that the contract name is unique and does not have the old name.

5. Enter the Description for the contract.

6. Choose the maintenance vendor from the combo box. If the vendor is not listed, then click Add new link beside the combo box. The Vendor Details page pops up. Specify the name of the vendor, description, and the contact person name in the pop-up window. Save the changes.

7. If you have any information on the type of support, enter the same in the Support text area.

8. If there are any documents that you wish to attach to the contract, click the Attach File button. The Attach File window pops up.

1. Click the Browse button to open the file selector window.

2. Select the file that you wish to add and click the Attach File button. The selected file is added and gets listed along with the File Name and size. If you wish to delete any of the file then click the delete icon beside the file. The total size of the attachments should not exceed 10 MB.

9. Select the Assets that are covered under the contracts from the Maintained Assets list. To add more resources to the list,

1. Click Select Resources link. This opens Select Resources page.

2. Specify the Resource Name or Product Type or Product in the Search field.

3. Click Search button to get the result.

4. Select the required resources by enabling the check box.

5. Click Add Items button to add the selected items.

6. Click View Resources>> button to view the selected resources.

7. Click Add Resources to Contract button to add resources to the Maintained Assets list.

10. The Active period of the contract is a mandatory field where you need to enter the From and To date of the contract period. Choose the dates from the calender that can be invoked by clicking theicon.

11. Enter the maintenance cost in terms of $ in the Maintenance Cost field.

12. Select Enable Notification option by enabling the check box. On enabling you get the User list &  Notified User list. To notify users regarding contract expiry select the user from the User list and click forward >> button to move the user to the Notified User List. Specify the days before which the information has to be notified in the Notify before field.

13. Select the check box, Disable all notifications for the old contract, to disable notifications of the old contract.

14. Click Save.