Add or remove entitlements for a contract renewal
Add or remove software entitlements that you want to include in the contract renewal process by using the Software assets selection task. You can also view the entitlements carried over to the new contract.
Before you begin
The Software Asset Management Professional (com.snc.samp) plugin must be activated.
Role required: contract_system_admin, sam_user, contract_manager
About this task
The entitlements with the following license types are carried over to the new contract:
- Perpetual and maintenance
- Perpetual and software assurance
- Only perpetual
Procedure
On the Contract Renewal Request Line form, select the Software assets selection task number.
Create an entitlement if you don't have any entitlements carried over to the draft contract.
On the Contract Renewal Task form, select Create Entitlement in the Planned Entitlements tab.
On the Software Entitlement form, fill in the required fields.
For more information, see Software entitlement fields.
Select Save.
You can publish this entitlement after you complete the renewal request because this entitlement is associated with an existing renewal process.
The entitlement is now listed in the Planned Entitlements list.
Update the existing entitlements for the draft contract.
| Interface | Action |
|---|---|
| Core UI |
|
| Hardware Asset Workspace | Add or remove entitlements to indicate the entitlements you want to cover.
|
Select Save.
Select Close Task.