Associate contract line items with a software license

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The Associated Licenses tab lists software licenses associated with the line item that you select in the Contract Lines table window. In this table you can associate a license with a line item using one of the following options:
  • Click Associate by Software Product to select from a list of software products that are associated with software licenses.
  • Click Associate by Vendor to select from a list of vendors that are associated with the contract line item that was selected.
  • Click Associate Licenses to select from a list of available licenses.

When you associate a license with a contract line item, the application performs a calculation to determine how much of the line item's license capacity is used. It compares the number of licenses that you have associated with the line item to the total capacity for the licenses and tells you whether you are below capacity, at capacity, or above capacity. The application displays this information in the Utilization field in the Contract Lines table window on the Contract Line Items tab. If a contract line item is not associated with a license, the ‘Licensed’ field (on the tab header) shows a status of NOT LICENSED.

You can associate a license with a software contract only if the status of the contract is approved (APPR). To associate a line item with a license, you can select one or more licenses from a list of all available licenses. You can also choose to narrow your search by selecting from a list of licenses that have the same vendor as the contract (Associate by Vendor) or by selecting from a list of licenses that are associated with software products (Associate by Software Product).

The following steps explain how to associate a license with a software contract line item.
  1. Go to the Software Contracts application. (Open Menu > Contracts > Software Contracts).
  2. On the List tab, select the software contract that you want to associate with a license.
  3. In the Contract Lines table window on the Contract Line Items tab, select the contract line item to associate with the license. You must associate a license with a contract line item. If no contract line items exist, create one.
  4. To select one or more licenses to associate with the line item, choose one of the following options:
    Option Description
    To select from a list of all available licenses
    1. Click Associate Licenses.
    2. In the Associate Licenses to Contract Line window, select one or more licenses to associate with the line item.
    3. Click OK.
    To select from a list of licenses that are associated with the same vendor
    1. Click Associate by Vendor.
    2. In the Associate Licenses by Vendor window, select one or more licenses to associate with the line item.
    3. Click OK.
    To select from a list of software products that are associated with software licenses
    1. Click Associate by Software Product.
    2. In the Associate Licenses by Software Product window, select one or more licenses to associate with the line item.
    3. Click OK.

    The licenses that you selected are displayed on the Contract Line Items tab.

  5. Complete other fields on the contract as needed and click Save Software Contracts.