Contract Edit - Assets

To add assets to your contract using the Assets tab, follow these steps:

1. In the Assets section, click New.

    The Asset Query page opens.  

2. Enter the defining criteria for the asset you want to add to your contract.

   Select an Asset Group from the Asset Query screen to add all assets from a group at one time.

3. Click Executeand you will see a list of assets that meet your criteria.

4. Check the box (or boxes) next to the Asset Number for as many assets as want to add to your contract.

5. Click Save Items.  

   The selected assets appear in the Asset tab of the Contract Edit screen where they will all inherit the Effective Date, Termination Date, and Renewal.

Enable the option button next to Show Active Only to view assets with a Status Active.  Enable the option button next to Show All to view all assets.