Introduction

In the previous article, we explored the Internal Contract Console, where you reviewed IC-level details and actions to perform for individual internal contracts. Also, you navigated into the item-level view for the selected internal contract. This article continues from there and shows how you, as a Renewal Engineer, can:

1. View item-level contract data
2. Filter and export item details
3. Select items for renewal
4. Create or update Asset Lists
5. Prepare these lists for customer validation

Creating accurate Asset Lists is a key step in the renewal lifecycle, bridging the internal contract review and the customer-facing pricing request stages.

By the end, you’ll understand how the IC Console acts as your main workspace for managing assigned contracts before you move into asset list creation.

Previous step: How to pick and process Contract Items due for renewal - IC Console

Next step: How to review asset lists and prepare for customer validation

Key Terms Used

Table of Content

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1. Accessing IC item details in IC Console

From the Internal Contract Console:

• Select one or more ICs (from the same project and account).
• Click Show IC Items in the toolbar.
• The IC Console view collapses, and a detailed list of Internal Contract Items within that internal contract appears.

Click the arrow beside “Internal Contracts” / “Internal Contract Items” anytime to toggle back to the main IC Console view.

This transition lets you drill down from contract-level to item-level insights — essential for renewal item selection.

2. Exploring IC Item-level Details

Each row in the IC Items section represents a product or service. Available fields include:

• Stage (e.g., Due for Renewal, Expired)
• Part Number / SKU
• Description
• Serial Number
• Expiration Date
• Associated Asset List

This view helps Renewal Engineers make informed decisions before creating an Asset List.

3. Filtering and Exporting IC Item Data

Server and Column Filters:

• Use server filters (like account or stage) at the top.
• Use column filters (e.g., expiration date, SKU) to narrow results further.

Pagination / Data Load Options:

• Use the "+" button to load data in chunks (e.g., 2,000 records at a time).
• Use the “Load All” option (three-dot button) to view all records at once.

Exporting IC Items:

Click the Export button to download data into Excel.

• If checkboxes are selected, only those records are exported.
• If nothing is selected, the entire visible list is downloaded.

This Excel is often used for offline analysis or internal review.

4. Creating or Updating an Asset List

Item Eligibility:

Only items in Due for Renewal, Expired, or Covered stage can be added to an Asset List.

 Actions Available:

After selecting one or more eligible IC Items:

• Create/Add AL

Choose New to create a fresh Asset List → enter a name and save.

Or choose Existing to append items to an available asset list and save.

• Delete

Remove selected items from the Internal Contracts entirely

⚠️ Only items from the same customer and manufacturer can be grouped in one Asset List.

 

Once saved, the IC Console updates:

The selected item rows will show the Asset List Name.

Item stage updates to In Process.

This confirms successful addition to the Asset List.

5. Next Steps

Once your Asset List is prepared:

Navigate to the Asset List Console.

Export the list for customer validation.

After customer approval, proceed to vendor pricing using the Pricing Request workflow.

6. Summary

In this article, we covered:

• Accessing IC item-level view from the IC Console
• Using filters, export, and load-all actions
• Creating new or updating existing Asset Lists
• Updating IC Console after item addition

With Asset Lists ready, the Renewal Engineer moves to customer validation and pricing — ensuring a smooth and auditable renewal cycle.

Next step is to review the asset lists, analyze for co-term and share the lists for customer validation which we we will cover in next article.

Related Tutorials

• How to Pick and Process Contract Items for Renewal- IC Console (Previous step)
• How to review Asset Lists and Prepare for Customer Validation – Renewal Engineer  (Next Step)