There are two contract reports:
The purpose of the Contract Summary report is to understand, for planning and negotiating purposes, which contracts are coming up for renewal and which contracts have terminated. The report is organized into sections, one for each type of contract included in it. Colored icons in the first column indicate the expiry status according to preset thresholds, see Understanding contract expiration indicators. The thresholds are set by default in the Administration workspace > Settings > Contract Administration Settings, but they can be modified temporarily through the report parameters.
The report can be filtered by the following:
Contract type: Select the type of contract that you wish the report to focus on, such as Hardware Maintenance & Support Agreements. Leave the Contract type default of All to include all contract types in the report.
Supplier
Effective Date Start and End: All contracts that are effective between the start date and the end date are shown in the report.
Expiration Date Start and End: All contracts that expire between the start date and the end date are shown in the report. Contracts that expire outside of this range are not shown. Leave the date range set to All (default) to show all possible expiration date ranges for your contracts.
Show Only Contracts with Status of: Select a status to show only those contracts having a particular expiration status. A status of Unknown signifies that the Expiration Date was not entered. Although the Expiration Date is mandatory on most reports, it is not mandatory on the User Defined Agreement. It is also possible to import contracts using the Data Management Pack and omit the Expiration Date.
Expired Threshold: Enter the number of days, from today, when you consider the contract to have expired. A contract is expired when its Expiration Date occurs on or before the date derived from the expired threshold. A zero is considered to be today. For example, if you enter 2 days from today, then a contract whose Expiration Date occurs within the next 2 days, or anytime prior to that, is considered expired.
Close to Expired Threshold: Enter the number of days, from today, within which you consider the contract to be close to its expiration. This is intended to flag the contract as coming close to its Expiration Date. For example, if you set the date as 90 days, then any contract whose Expiration Date occurs within the next 90 days, is considered to be close to expiring.
NOTE:
If the Expired Threshold and the Close to Expired Threshold overlap, the report considers the Expired Threshold first and anything outside of it as part of the Close to Expired threshold. For example, if the Expired Threshold is 2 days, then contracts whose Expiration Date falls in the next 2 days are considered expired. If the Close to Expired Threshold is 365, then any contract falling between 2 and 365 days is considered close to being expired.
Organization
Cost Center
Contract Manager
The report has the following information for most types of contracts:
Agreement Number: The unique identifying number for the agreement. Click the Agreement Number to drill into the Contract detail report.
Name: A unique name or number given to the contract behind the agreement. The name used varies depending on the type of contract, and with some contracts, such as a warranty, the name is hidden so it would only appear on this report.
Supplier: The name of the supplier, vendor or publisher that the contract pertains to.
Effective Date: The date that the contract came into effect.
Expiration Date: The date that the contracts expires.
The Contract Detail report summarizes the details of an agreement that is associated with the contract. It shows the details of one agreement at a time. The report includes many of the fields that can be found on the agreement’s form. The Contract Detail report can be drilled into from the Contract Summary report or run directly from the Tasks area.
The report can be filtered by the agreement that is related to the contract.
The report contains the following information about the agreement:
Agreement Number: The unique identifying number for the agreement.
Display Name: The unique name given to the agreement.
Contract Manager: The owner of the agreement.
Description
Terms and Conditions: Terms and conditions that pertain to this agreement.
Supplier: The name of the supplier, vendor or publisher that the agreement pertains to.
Contact
Cost Center
Organization
Location
Notes
Status
Effective Date: The date that the agreement came into effect.
Life Cycle Status
Expiration Date: The date that the contracts expires.
Milestones: If there are any milestones added to the agreement, describing upcoming activities such as true-ups, they are listed in this section. If there are no milestones, the section is empty.
Cost Events: If there are any cost events that took place during the agreement’s life, they are listed in this section. If there are no cost events, the section is empty.
Associated Agreements: If there are any agreements that have been associated with the current agreement, then they are listed in this section. If there are no associated agreements, the section is empty.