Summary

A description of the fields in each section of the New Agreement page. This also covers the Edit Agreement page.

The sections on the New Agreement or Edit Agreement page are:

The Summary panel

Basic Information

Particulars

This sub-section defines the basis of the agreement.

Field

Details

Vendor

In the New Agreement page this must be filled out before any other fields. Suggested suitable vendors that match your text are displayed as you type into the field, which you can select to auto-complete the entry.
Name
The name used for the agreement. For example, you might want to define an agreement that covers all your Microsoft Office and related products, so you could name the agreement Microsoft Office Agreement - 2018.
Number
Corresponds to the contract number, usually supplied on the customer contract.

Entitlement Term

FieldDetails
Start Date
When the agreement starts to be applicable.
Duration

How long in months the agreement is applicable for after the start date.

Setting the Duration sets the End Date. Setting the End Date sets the Duration.

End Date
This is the last date the agreement is applicable until.

Setting the Duration sets the End Date. Setting the End Date sets the Duration.

Costs

This section lets you control how the entitlement is costed and how it can be considered within the overall spend.

FieldDetails
Currency

The currency applied to the entitlement. Clicking on the Currency field displays a list of currencies to choose from.

Total Cost

The cost of the agreement as arranged with the Vendor.

Here you enter the total cost of the agreement corresponding with the currency field.

Entitlement Links

There are three sub-sections:

Parent

Here you can link parent agreements. Clicking on the +Add link area displays the Add Parent popup.

A list of agreement entitlements is displayed. Click on any of these and a green check mark will appear to indicate the selected parent, you can only select one. Once you've made your choice click the Add button to link the checked parent.

Associations

Here you can link contracts. Clicking on the +Add link area displays the Add Contract popup.

A list of contracts will be displayed. Click on any of these and a green check mark will appear to indicate the selected contract, you can select more than one contract to link. Once you've made your choice click the Add button to link the checked contract(s).

Children

Here you can link child licenses, agreements or maintenances. Clicking on the +Add link area displays the Add Child popup.

Select License, Agreement or Maintenance to add that type of link, a list of entitlements of the selected type will be displayed. Click on any of these and a green check mark will appear to indicate the selected child - you can select more than one. Once you've made your choice click the Add button to link the checked children.

Audit & Exclusions

This section lets you control how the entitlement is audited.

FieldDetails
Auditor DetailsOrganizations that are allowed to perform the audit including (if appropriate), the licensor organization and any third-party organizations, according to what was agreed in the contract.
Audit ClauseProvides additional information on what could trigger the audit.
Auditor FrequencyDefinition of the highest agreed frequency of the audit expressed in months.
Auditor Notice periodNotice period in days.
Audit ToolName of the tool(s) which are approved for use in the audit.
Audit ScopeDefines what part of the software customer organization is allowed to be audited.

Additional information (Optional)