Contract CSV

Contracts may include leases, maintenance agreements, purchase agreements, and the like. Some contracts may control product use rights on software licenses.

Table 1. Spreadsheet columns for Contract DDI

Column

Details

BusinessUnit

Type: String. Optional. Maximum: 500 (64)

The business unit of the contract: the name of the last level or some of the last levels or all levels. Level and sub levels must be separated by the forward slash [/] character. The maximum size for each level is 64 characters.

Category

Type: String. Optional. Maximum: 500 (64)

The category given to the contract: the name of the last level or some of the last levels or all levels of categories. Level and sub levels must be separated by the forward slash [/] character. [/] character. The maximum size for each level is 64 characters.

Comments

Type: String. Optional. Maximum: 4000

Comments recorded about the contract

ContractDescription

Type: String. Mandatory. Maximum: 100

The contract name, usefully entered to allow easy identification in lists.

ContractNo

Type: String. Key. Mandatory. Maximum: 60

The contract number or identifying code.

ContractStatus

Type: String. Optional. Maximum: 100

The status of the contract. Standard status values are:
  • Active
  • Archived
  • Draft
  • Suspended
  • Cancelled
  • Expired
  • Completed.
If no value is specified for a new contract, the Active value is used.

For single tenant on-premises implementations, new status values will be created for non-existing values. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

ContractType

Type: String. Optional. Maximum: 100

The type of the contract. Standard types are:
  • General
  • Lease
  • Hardware Maintenance and Support
  • Software License
  • Software Maintenance and Support
  • Blanket Purchase
  • Consulting Services
  • Insurance
  • Rent
  • Subscription
  • Microsoft Business and Services Agreement
  • Microsoft Select License Agreement
  • Microsoft Select Plus Agreement
  • Microsoft Select License Enrollment
  • Microsoft Select Plus Affiliate
  • Microsoft Enterprise Agreement
  • Microsoft Enterprise Subscription Agreement.
If no value is specified for a new license, the General value will be used.

For single tenant on-premises implementations, new contract type will be created for non-existing values. For appearance and behavior, the General contract template is applied to these licenses. (Not supported for multi-tenant implementations for managed service providers, nor for cloud implementations.)

CostCenter

Type: String. Optional. Maximum: 500 (64)

The cost center of the contract: the name of the last level or some of the last levels or all levels. Level and sub levels must be separated by the forward slash [/] character. [/] character. The maximum size for each level is 64 characters.

CurrencyCode

Type: String. Optional. Maximum: 32

The currency code must match an existing currency code in ECM. See list in Currency Codes.

CurrencyDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

Date the rate is valid.

CurrencyRate

Type: Float. Optional. Maximum: -

Currency rate against the default currency value set in System Defaults.

CurrencySnapshotName

Type: String. Optional. Maximum: 256

The name identifying the currency snapshot with conversion rates that apply to currency values in this contract record.
DocumentUNC

Type: String. Optional. Maximum: 4000

UNC path to the contract document.

DocumentURL

Type: String. Optional. Maximum: 4000

URL to the contract document

Evergreen Type: Boolean. Optional. Default: False.
Values may be:
  • Zero (or an empty cell): false, the default.
  • One (1): true. When this column evaluates to true, the contract never expires.
ExpiryDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The end date of the contract: if no end date is present, the contract will be set to never expire.

GlobalAmount

Type: Float. Optional. Maximum: -

The overall price of the contract. This may be an upfront payment, or a total value.

LastRenewedDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date on which the contract was last renewed.

Location

Type: String. Optional. Maximum: 500 (64)

The location of the contract: the name of the last level or some of the last levels or all levels. Level and sub levels must be separated by the forward slash [/] character. The maximum size for each level is 64 characters.

ManagerFullName

Type: String. Optional. Maximum: 64

The full name of the manager responsible for the contract. Used to populate the ComplianceResponsibility column of the central database.

MasterContractNo

Type: String. Optional. Maximum: 60

The number of the contract that is the parent of this contract.

MonthlyAmount

Type: Float. Optional. Maximum: -

The price of any monthly payment associated with the contract.

NextRenewalDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date at which the contract is due to be renewed.

OwnerFullName

Type: String. Optional. Maximum: 64

The owner’s full name of the contract.

ReviewDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The date at which a contract should be reviewed prior to its expiry date. May mark the start of a period when renegotation or renewal is possible.

SignatoryFullName

Type: String. Optional. Maximum: 64

The signatory’s full name of the contract.

StartDate

Type: Date. Optional. For formats, see Entering Dates in the CSV Templates.

The start date of the contract.

VendorName

Type: String. Optional. Maximum: 64

The name of the vendor witch the contract agreement has been made.

FlexNet Manager Suite (On-Premises)

2024 R1