---
title: Managing Contracts
slug: pink-/managing-contracts
description: This SEO description highlights the key features and benefits of the document:
Discover a comprehensive step-by-step guide for effectively utilizing contract management functionality in a system. Easily learn how to register groups, contracts, services,
docTags:
createdAt: 2021-10-26T23:53:26.000Z
---
**Contract Management** is used to manage the contracts already registered in the system. This process allows **verifying, adding, and deleting services, as well as having links to the creation of WO, invoice, and notification**.
## Before getting started
It is necessary:
- [x] To register previously the group, contracts, services, e-mail
template;
- [x] It is also essential to register the service level agreement (general);
- [x] In order to create a work order, it is necessary for the user to be allowed to open the WO and register the "**Work Order**" service, to link the service to the contract,
link the "**WO - Expected Results**" to the service;
- [x] Likewise, it is imperative to
register the activities, with their respective values, being a total or
calculated cost per formula, of the contract service;
- [x] All these actions will be
explained throughout this article.
## Procedure to link a service to contract
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and then on "**Add Service to the
Contract**";
4. Complete the field necessary. To link a service flow, click on the
“**+**” icon of the flow and select the flow you want, then click on "**Save**".
5. After completing the fields, click on "**Save**".
## Procedure to link several services to the contract
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and then on "**Add several services to
the contract**";
4. Complete the fields necessary. To link a service flow, click on the "**+**" icon
of the flow and select the flow you want, then click on "**Save**".
5. After completing the fields, click on "**Save**".
## Procedure to verify the contract services
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. It will be presented the services that are linked to the contract. If you want
to search for a specific service, enter the name on the **Search Contract
Services** and click on "**Search**".
## Procedure to edit the information about the link between service and contract
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab, search for the service you want, and
then on the "**Edit Service**" icon of the service you want to edit;
4. Change the data as needed and click on "**Save**".
## Procedure to link specific SLA to the contract service
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and then on the "**Service Level
Agreements**" icon of the service you want. Click on "**Create specific agreement**" so
this service can be presented;
4. Click on "**Save**".
## Procedure to link Global SLA to the contract service
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. There are two ways of linking the global SLA to the Contract Service:
******First way****\:******
1. Click on the "**Contract Services**" tab and then on "**Manage Global SLA**";
2. Select the service level agreement that you want to link to the Contract
Services. When you select this agreement, you will see a list of Contract
Services;
3. Select the services you want and click on "**Save**" to link the SLA with
services.
******Second Way****\:******
1. Click on the "**Contract Services**" tab and then on the "**Service Level
Agreements**" icon of the service you want. Click on "**Link Agreement**" and complete
the field necessary;
2. Click on "**Save**";
3. After linking the service level agreement to the service, click on "**Enable**" so
the SLA is enabled.
## Procedure to register contract service activities
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and then on the "**Services
Activities**" icon of the service you want;
4. Click on "**Add a New Activity**";
5. Click on "**Save**".
## Procedure to verify contract performance
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and then on "**Contract Performance**";
## Procedure to delete the link of services to the contract
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Contract Services**" tab and select the service to be deleted.
Then, click on "**Remove Contract Service**";
4. Click on "**OK**";
## Procedure to create work orders
*Work Order is a document that will provide the execution permission for some
service.*
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Work Order**" tab and then on "**Create work order**";
4. Complete the fields necessary.
5. Click on "**Save Data**".
## Procedure to verify the information of work order
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Work Order**" tab and use the buttons on the bar (all created,
requested, authorized, approved, running, executed, and canceled) to check
the work orders by status. You can also retrieve work orders by period;
4. Next to each Work Order record, icons will be displayed that will allow **WO editing, WO and AR printing** (activity report), **AR generation, and WO
execution**.
## Procedure to edit work order
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Work Order**" tab and search for the work order you want;
4. Click on the "**Edit S.O**" icon of the WO you want to edit;
5. After changing the data, click on "**Save**".
## Procedure to print the work order
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the *"***Work Order***"* tab and search the service work order you want;
4. Click on the "**Print W\.O**" icon to generate WO reports in PDF to be printed;
5. Click on the "**Print W\.O**" icon to generate WO reports in Excel to be printed.
## Procedure to generate activity report (AR)
*The AR (Activity Report) serves to prove that the service was delivered.*
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Work Orders**" tab and then on Approved;
4. Click on the "**Create R.A**" icon of the approved WO and complete the fields
necessary;
5. Click on "**Save**".
## Procedure to execute the work order
*Only Work Orders that have been generated AR (Activity Report) can be
executed.*
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Work Order**" tab. After generating the AR of the WO, click on the
"**In progress**" tab;
4. Click on the "**Expand W\.O**" icon of the WO to expand the area to present the
activity report of the WO.
5. Click on the "**Run W\.O**" icon of the WO you want and change its status to
Executed and click on "**Save data**".
6. After executing the WO, it will be possible to generate an invoice for it.
## Procedure to create invoice
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Invoice**" tab and then on "**Create Invoice**";
4. Complete the field necessary. It is possible to link WO to the invoice by
clicking on "**Add WO**", selecting the WO already executed, and then, clicking on
"**Associate**" to add it;
5. Click on "**Save**".
## Procedure to verify invoices
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Invoices**" tab and use the buttons in the bar (all, en
creation, requested, authorized, waiting for approval, and approved) to verify
the invoice by status. It can also search the invoice by period;
4. Next to each Work Order registry, icons will be displayed that will allow
the invoice to be edited (created), invoice printing in both PDF and Excel
format, and invoice status indication;
## Procedure to edit invoices
*Only invoices that are "**In creation**" can be edited.*
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Invoices**" tab and then on the "**Edit invoices**" icon of the
invoice you want to edit. Change the data as necessary and click on "**Save**".
## Procedure to print invoice
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Invoice**" tab and search for the invoice you want;
4. Click on the "**Print Invoice**" icon to generate the invoice report in PDF to
be printed;
5. Click on the "**Print Invoice**" icon to generate the invoice report in Excel to
be printed.
## Procedure to point invoice status
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the "**Invoice**" tab and search for the invoice you want;
4. Click on the "**Point out situation to Invoice**" icon of the invoice you want
to point the status.
5. Change the status and click on "**Update invoice status**".
## Procedure to add notification
1. Access the functionality through the main menu `Integrated Management >
Contract Management > Contract Administration`;
2. Click on the field contract and select the one you want. Then, click on
"**Search**";
3. Click on the"**Notifications**" tab and then on "**Add notification**";
4. Complete the field necessary. Remember that it is possible to add a user to
the group by clicking on the icon available, search and link the item you
want;
5. Click on "**Save**".