User Guide › Administration › Site Settings › Define Contract Settings

Define Contract Settings

The Contracts sub-option allows the system administrator to define which fields are displayed when creating a new contract, including which fields are mandatory and which default values display.

Note: Changing contract settings does not apply retroactively to previously defined contracts.

Click the Contracts sub-option to display the Contract Settings page.

The Contract Settings page is divided into two areas:

• New Contract Settings: For defining the fields that appear when creating a contract.
• General Preferences: For defining the business logic framework.

Follow these steps:

1. In Services, select the services to be displayed as default services in new contracts from the Available list and click the arrow, or double-click the service. The service moves to the Default list. You may select as many services as required.
2. In Contract type, select the default contract type.
3. In Contract workflow, select the system workflow state.
4. From the Currency drop-down list, select a default currency.
5. From the Penalty type drop-down list, select the default penalty type, either Currency or % of payment.
6. Select Display Time zone to display the time zone and select a default time zone to be displayed.

   Clear Display Time zone if you do not want the time zone to be displayed on the Contract Details page.

7. Select Display Fee per contract to have a Fee field appear in the Contract Details page and enter a default value to be displayed in the Fee field.
8. Select Display seats per contract to have a Seats per contract field appear in the Contract Details page.
9. Select Display fee per service, to have a Fee per service field appear in the Contract Details page.
10. Select Display seats per service to have a Seats per service field appear in the Contract Details page.
11. Select Use default objective statement to use the default as a framework when creating a new Business Logic formula.
12. In Contract Sections, select the contract sections that you want to appear in the Contracts page from the Available Sections window and click . The contract section moves to the Included Sections window.
13. Click Restore Default Sections to restore the default contract sections.
14. Click on a contract section that is in the Included Sections window and then click Rename section to give that particular contract section a new name. The Rename section window opens. In Section name, type a new name for the section and click Done. The section name is changed.

    Note: If required, additional contract sections can be added. For information, contact CA Business Service Insight Support.

To define general preferences:

1. In Business logic framework, select the framework template from the drop-down list.
2. Click Save.

   The preferences are saved. The Contract Details and Metric Details pages will display the fields and default values defined as the new preferences.

   Note: Default values are applied to fields you choose not to display on the Contract Details page.