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How To Create a New Contract

Updated over a month ago

Introduction

You can create a new contract in Farsight® within a few steps. You need to know the type, vendor, status, start date, and end date for your contract.

Steps

1. Hover over CMMS

2. Click Contracts

3. Click + Create Contract

4. Choose a Title

5. Add a Description

6. Select a Type from the dropdown

7. Use the Vendor dropdown to select a vendor from the list

8. To add a new vendor, enter the name and click + Create

9. Select a Status for your contract

10. Jurisdiction can be selected from the dropdown list

11. To make a new jurisdiction, enter the name and click + Create

12. Add the Amount for the contract

13. Choose a Currency

14. You can select multiple Linked Assets

15. Select a Start Date

16. Select an End Date

17. If you want the contract to renew automatically for the same period, click the auto-renewal radio button

18. Click Create

Related Content

  1. How To Edit a Contract

  2. How To Delete a Contract

  3. Contract Overview

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