Contracts Tab

FlexNet Manager Suite 2019 R1 (On-Premises Edition)

This tab lists the contracts related to this license. If you have purchasing agreements or support agreements that affect your product use rights, you can record them as contracts. This makes it easy, in an audit, to trace which contracts provided you with the enhanced rights for this license.

Contracts have related payment schedules (tracking regular payments that fall due under the contract). Where a contract has payment schedules attached, you may link each payment schedule to the license if you choose. (A payment schedule can only be linked to a license when its parent contract is also linked to the license.)

You may link contracts (and payment schedules) to licenses from this tab, or you can do similar from the contract properties.

Tip: When you link a contract to a license, its various payment schedules may be set either to automatically attach to the license as well, or to remain unattached at that time (you may still attach them manually). Check each payment schedule's property shown in the Auto link to assets and licenses column: Yes means that they will automatically follow their contract, and No means they will not, but you may link them manually. You can do this in the search results by selecting the payment schedule using the check box to its left, and clicking Add contracts and payment schedules.

The tab provides:

A search field (with associated fly-down) to find records of contracts or payment schedules that you may wish to link manually to this license. You may search for the name of a contract, or the name of a payment schedule. In the latter case, only matching payment schedules are listed, without contracts. If you select payment schedules (using the check boxes to their left) and click Add contracts and payment schedules, the parent contract(s) are displayed in the lower list.
A table listing the contracts already linked to this license.

Contracts that have associated payment schedules show an expander control + to the left of their names. Click this control to show the payment schedule(s) for an individual contract.

By default, the second list shows only contracts (and, if you search for contracts rather than payment schedules, so does the upper list).

The following properties (listed alphabetically) are displayed in the list of related contracts and payment schedules, and in the search fly-down. Some are displayed by default, and others are available in the respective column choosers. You may sort or filter on these columns as required.

Column	Details
Auto link to assets and licenses	While this value is `Yes`, as any licenses or hardware assets linked to the contract (after the creation of the payment schedule), they are automatically also linked to the payment schedule. (Links can be adjusted manually afterwards.) While `No`, links must be managed individually from the beginning. Set when the payment schedule is created, and then editable in the General tab of the payment schedule properties.
Category	The category chosen for this license. Selectable in the Identification tab of the license properties.
Contract no.	The identifying code for the contract. Editable in the Contract no. field in the General tab of the contract properties.
Contract/Payment schedule	Displays either the Description for the contract, or the Name of any attached payment schedule.
Corporate unit, Cost center, or Location	The name of the related enterprise group. Selectable in the Ownership tab of the contract properties.
Created by	The account name of the operator who created the contract record, reflected on the History tab of the contract properties.
Creation date	The date that the record of the contract was created, reflected on the History tab of the contract properties.
Evergreen	Displays `Yes` when the contract has no end date, and continues in perpetuity. Displays `No` when the contract expires at some point. Editable in the General tab of the contract properties (in the Events group).
Expiry date	The date on which the terms of the contract end. Editable in the General tab of the contract properties (in the Events group).
Global amount (`currency`)	The overall value of the contract. Editable in the General tab of the contract properties (in the Payments group).
Master contract no.	The identifying code for the parent contract (if any) that governs or over-arches this one, making this a sub-contract. Editable in the Master contract field in General tab of the contract properties (in the Identification group).
Next renewal date	The due date for the next renewal of this contract. Editable in the General tab of the contract properties (in the Events group).
Payment schedule frequency	How often periodic payments fall due. Set when the payment schedule is created, and then not editable.
Payment schedule metric	The measure (such as per machine) for which the payment amount applies. Set when the payment schedule is created, and not editable thereafter.
Payment schedule term	The timing of each payment (periodically in advance or in arrears; or a prepaid lump sum). Set when the payment schedule is created, and then not editable.
Primary vendor	The main company with which you concluded this contract. The Primary vendor value is editable in the General tab of the contract properties (in the Identification group).
Replaced by	The new contract which has superseded this one. Not directly editable: must be updated as the Previous contract field of the superseding contract.
Replaces	The old contract that was superseded by this one. Editable in the General tab of the contract properties (in the Identification group) as Previous contract.
Review date	The date (if any) when the terms and conditions of this contract are next due for review. Editable in the General tab of the contract properties (in the Events group).
Start date	The effective date of the contract, when its terms first apply. Editable in the General tab of the contract properties (in the Events group).
Status	The current standing of this contract. The following options are provided: `Active`, `Archived`, `Cancelled`, `Completed`, `Draft`, `Expired`, and `Suspended`. Editable in the Status field in the General tab of the contract properties.
Type	Depending on which row you are reading, this displays either the Contract type or the Payment schedule type (set when the payment schedule is created). Editable in the Contract type field in the General tab of the contract properties.
Updated by	The account name of the operator who last updated this record (as reflected in its History tab).
Updated date	The date and time when this record was last updated (as reflected in its History tab).