Add a user or asset to a contract

You can add a user or asset to a contract to generate expense lines.

Before you begin

Role required: asset, financial_mgmt_user(core UI and Hardware Asset Workspace only), contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

Procedure

1. Open the list of contracts that are used across your deployment.

   • If you are using the core UI, navigate to Contract Management > Contract > All.
   • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
   • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
   • Select a contract.

2. Add assets or users to the contract.

   • If you are using the core UI, use the following steps:
     1. In the Assets Covered or Users Covered related list, click New.
     2. Specify an Asset or User.
     3. Specify a Date Added.
     4. Click Submit.
     5. (Optional) Repeat the previous steps to add more assets or users to the contract.

   • If you are using the Hardware Asset Workspaceor Enterprise Asset Workspace, use the following steps:

     Note: You cannot add users to a contract in the Enterprise Asset Workspace.

     1. In the Assets Covered or Users Covered tab, click New.
     2. In the dialog box, select the check box for each asset or user that you want to add to the contract.
     3. Click Add.

Parent Topic:Generating expense lines based on assets or users

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