Business rules installed with Contract Management
Business rules are added with Contract Management.
| Name | Table | Description |
|---|---|---|
| Calculate projected costs \(Reports\) | Contract \[ast\_contract\] | Calculates the projected monthly and annual costs for a contract when costs or payment schedule changes. |
| Calculate totals with tax | Contract \[ast\_contract\] | Calculates the Tax cost and Total cost fields for a contract when the contract is created or updated. |
| Contract history | Contract \[ast\_contract\] | Stores history when the start, end, or terms and conditions of a contract change. |
| Create approval record | Contract \[ast\_contract\] | Updates contract Terms and Conditions and starts the contract approval workflow when a contract is sent for review. |
| Flag terms and conditions | Terms and Conditions \[clm\_m2m\_contract\_and\_terms\] | Sets the Use flag on a Terms and Conditions record to true after the record is associated with a contract or to false after the record is disassociated from a contract. |
| Activate count for manual licenses | Software License Instance \[ast\_license\_software\_instance\] | Calculates and updates the number of computers a particular license is installed on when a software license instance is created or deleted. |
| Manage contract lifecycle | Contract \[ast\_contract\] | This business rule: - Updates the end date of a contract when a contract extension has been approved. - Renews the contract, updating its start date, end date, and base cost \(if cost adjustments must be applied\) when a contract renewal has been approved and the renewal has reached its start date. - Runs the condition checks to evaluate if dates need to be changed when a contract is approved, or an extension or renewal is approved, or the start or end dates have changed. |
| Post outage to news | Service \[cmdb\_ci\_service\] | Posts a news article on the knowledge table when there is an outage. |
| Update contract cost per asset | Asset Covered \[clm\_m2m\_contract\_asset\] | Updates the cost per unit value based on the total cost and number of assets associated to the contract. |
| Update contract lifetime cost | Contract Rate Card \[fm\_contract\_rate\_card\] | Calculates the lifetime cost of the contract by calculating the sum of the contract expense lines. |
| Updates after contract dates change | Contract \[ast\_contract\] | Updates the Date added and Date removed fields for all assets and users associated with a contract if the contract end date changes. |
| Updates after rate card dates change | Contract Rate Card \[fm\_contract\_rate\_card\] | Updates the related contract assets and users linked to the rate card when the end date is changed. |
| Verify contract’s start and end dates | Contract \[ast\_contract\] | Validates contract start and end dates and contract renewal start and end dates. |
| Verify purchase agreement discount price | Contract \[ast\_contract\] | For contracts with the contract model Purchase Agreement, the business rule validates that the Discount field does not contain a value less than zero or greater than 99. |
Parent Topic:Components installed with Contract Management