Associating contracts with hardware assets

Contracts can be associated with hardware assets to provide additional visi­bility into the financial and contractual details relevant to a hardware asset. This includes a direct link from an asset to a warranty, an asset to a lease and an asset to a support contract, as well as to business contacts and con­tractual terms and conditions. With such a link, it is possible to view all of the assets related to the contract. You can also edit the contract directly from the asset. When a contract and a hardware asset are linked, a highlighted mes­sage in the asset indicates when the contract expires. The message highlight­ing is colored to indicate certain conditions, see Understanding contract expiration indicators.

To add an agreement to a hardware asset:

  1. Go to the IT Asset Management Pack workspace and expand Hardware Asset Management > Hardware Assets > All Hardware Assets.

  2. Find the hardware asset and select it in the list.

  3. In the Tasks pane, click Add to Agreement. The Add to Agreement wiz­ard opens.

  4. On the Select Agreement Type page, select the type of agreement that you would like to add the hardware asset to. You may choose one of the fol­lowing: a Hardware Maintenance and Support Agreement, a Lease or a Warranty.

  5. Click Next. The Select Agreement page opens.

  6. Click Add to find an agreement The Select Objects form opens. Use the Search Text field to refine the list of agreements when you cannot initially find the agreement.

  7. Select a support contract and click OK.

  8. For a warranty, if the date has not been set, click the date chooser in the Effective Date field and select a date.

  9. Click Finish to complete the wizard. The Addition Complete page opens.

  10. Click Done to close the wizard.

When you open the hardware asset, the General tab shows that the agree­ment is now linked. In the case of a lease schedule the Financial tab on the hardware asset indicates the lease information is now linked.

To remove an agreement from a hardware asset:

  1. Go to the IT Asset Management Pack workspace and expand Hardware Asset Management > Hardware Assets > All Hardware Assets.

  2. Find the hardware asset and select it in the list.

  3. In the Tasks pane, click Remove Agreement. The Select Agreement Type page opens.

  4. Select the agreement that you would like to remove from the hardware asset and click Next. The Confirm Removal page opens.

  5. Click Finish to confirm the removal of the agreement. The Removal Com­plete page opens.

  6. Click Done to close the wizard.