Customer Contracts: Contract Management

This article describes how to manage and update customer contracts within your organization. It provides a step-by-step guide on accessing contract details, modifying contract information, and navigating the relevant sections for effective contract management.

In this article 

• Managing Customer Contracts
• Updating Customer Contracts
  

Managing Customer Contracts

Customer Contracts are managed from the Organization Profile page when logged in on behalf of the customer.

To update a contract, navigate to the Customer Organization Profile page, scroll down to the Legal details section, and select Contracts:

1. By selecting "Search,"  filter by contract name, provider, receiver, or vendor.
2. Choose which columns to show by filtering the ones you want to display.
3. View the contract status: Active or Deactivated.
4. View the contract purpose, invoice/consume.
5. Can view the contract name, and by selecting it, you can edit the contract details.
6. Tenant Name - For the Consume contract type, you can see the tenant name and ID, for the resell and Invoice contract types, "n/a" is displayed.
7. Tenant ID - For the Consume contract type, you can see the tenant name and ID, for the resell and Invoice contract types, "n/a" is displayed.
8. Provider - the contract provider.
9. Receiver - the contract receiver name.
10. Vendor - the vendor name associated with the contract.
11. You can see the contract start date.
12. Updated By -  who last updated the contract.
13. Updated On - when the contract was last updated.
14. By selecting "Show More," you can see an explanation of the differences between Consume, Resell, and Invoice contracts.

Updating Customer Contract

Select the contract you want to update, by clicking on the name of the contract the following page will open:

15. Change the Contract Name.
16. Add/change Contract number.
17. It is not possible to change the contract status for any contract type from UI. To change the contract status, please contact AppXite Support.

Add/change Customer internal references, such as:

18. Default PO number.
19. Internal reference (e.g. Sales Order) number. 

The following fields will be available in the "INVOICES" section: