Creating a software contract

You create a software contract in the Software Contracts application. You can also create a software contract that is associated with a master contract in the Master Contract application.

Procedure

  1. Open the Software Contracts application.
  2. On the toolbar, click New Contract.

    The Status field is set to DRAFT and the Start Date field is set to the current date.

  3. If the Contract field is empty, specify a unique contract number.
  4. Type a description in the Description field.
  5. Fill in additional fields on the Contract tab, as needed. An asterisk (*) next to a field name indicates a value is required.
  6. Optional: Add more contract details using the following options:
    • Specify properties on the Properties tab.
    • Specify contract line items for the software contract on the Contract Line Items tab.
    • Associate licenses with software contract line items on the Contract Line Items tab.
    • Associate people or assets with the software contract on the Associated Assets and People tab.
    • Specify terms and conditions for the software contract on the Terms and Conditions tab.
  7. Click Save Software Contracts to save the contract.


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