About contract configuration item types

Article:HOWTO45857  |  Created: 2011-03-22  |  Updated: 2011-03-24  |  Article URL http://www.symantec.com/docs/HOWTO45857
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About contract configuration item types

Contract configuration items in Asset Management Suite let you insert and track the contract-related data in your environment. For example, you can enter details about lease schedules, warranties, and the agreements that you have signed with your vendors or other business partners. After you create contract configuration items, you can associate them with other items in your system. For example, you can create a contract item that specifies the contract details, and then associate it with a new computer purchase. This association lets you track the document-related details of the new computer.

Before you can set up contract management in Asset Management Suite, you must identify where the existing contract data is located. To find out where the existing data is stored, you must identify which departments and individuals are responsible for it. Working with the owners of the data helps you to determine what kind of information you need to enter and track for the contracts.

After you decide what types of leases and contracts you want to track, you enter the necessary data into the Configuration Management Database (CMDB). If your contract data is stored in paper form, you need to input the data manually. If you have your contract data available in electronic format, you can import it into the CMDB.

See About importing configuration item data from other systems.

Symantec recommends that you use the predefined contract configuration item types to enter your contract data.

Table: Predefined contract configuration item types

Contract configuration item type

Description

Contract

A Contract configuration item type lets you enter data for any types of contracts. For example, you can enter the contracts that you have signed with your vendors.

Contract configuration item type is part of the CMDB Solution.

Lease Schedule

A lease schedule lets you track the duration of a lease, payments, and associated resources. You can set notification policies to remind you that a lease is due to expire.

See Configuring contract expiration notification policy.

Master Lease

After you create multiple lease schedules, you can combine accounting details into a master lease for total cost of ownership reports, generic schedule, and overall summary information.

For example, your organization leases several computers and printers from the same vendor. You can then create a master lease and link all the lease schedules that are associated with these leased assets. A master lease enables you to quickly view summary details for all leased equipment from one supplier. For example, you can view payments, schedules, and serial numbers for covered hardware.

NDA

A non-disclosure agreement (NDA) lets you protect the sensitive information about your organization that you share with your business partners or contractors.

An NDA configuration item type lets you insert the NDAs that are signed for your company, or the NDAs that your company signs for the other companies.

Service Level Agreement

A Service Level Agreement (SLA) specifies the services that a vendor or a service provider furnishes under particular contract.

Service Level Agreement configuration item type is part of the CMDB Solution.

Warranty

Warranties consist of hardware details, schedule, and financial information. The warranty contract type lets you track the information that relates to the warranty. For example, you can track payments, expiration date, and associated serial numbers.


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