This topic outlines how to add, edit, and delete a standard contract in VertiGIS FM Contracts.

Add a Contract

You can add a new contract on the VertiGIS FM Contracts start page.

To Add a Contract

1.Navigate to the VertiGIS FM Contracts search page.

2.Under Objects, click Contracts.

3.Click the Add () icon.

4.Complete the mandatory contract form fields:

▪Contract no.

▪Name

▪Contract Category

▪State

▪Country

▪Commencement of contract

▪Payer

▪Payee

▪Termination (select Unlimited or Fixed Term)

Refer to Contract Details for description of all contract form fields.

5.Click Save or Save and Close.

Add a Contract Addendum

In VertiGIS FM, a contract addendum is a continuation of a standard contract. Each addendum to a contract has its own details page and a unique Addendum value but shares its Contract no. with the contract's other addendums.

VertiGIS FM locks most fields in the contract details after you change the contract's state to Completed. If you want to change of the contract's locked properties, you must create an addendum. You can only create an addendum to a contract if the contract's state is Completed.

To Add a Contract Addendum

1.Click the Add Addendum () icon on the contract's details page.

2.Update any contract details as required. By default, the addendum that is created shares all the properties its predecessor except for its State and the value in the Addendum field, which increments by one.

3.Click Save and Close.

Addendums added to a contract are documented in the Hierarchy section of the contract details page.

An up-arrow icon in the leftmost column indicates that the version of the contract is a predecessor of the version whose contract details page you are viewing. A down-arrow icon indicates that the version of the contract is a more recent addendum than the contract whose details page you are viewing.

Hierarchy Section on the Contract Details Page

Edit a Contract

You can edit a contract on its contract details page if you want to change any of the contract's details whose field is not locked. If you want to change any properties whose field is locked because the contract's state is Completed, add an addendum to the contract.

To Edit a Contract

1.On the contract details page of the contract you want to edit, click the Edit () icon.

2.Edit the contract details as required.

3.Click Save and Close.

Delete a Contract

You can delete a contract whose State is not Completed (signed) on the VertiGIS FM Contracts search page.

To Delete a Contract

1.In the search grid, select the contract you want to delete.

2.Click the Delete () icon.

3.Click OK.

The contract is removed from the database.