Create a software maintenance contract example

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • One common use case for the Contract Management application is creating a contract to track maintenance payments for enterprise software. You can use this example to learn how to create a software maintenance contract.

    Antes de Iniciar

    Role required: contract_manager or admin

    Por Que e Quando Desempenhar Esta Tarefa

    The goal of this example is to create a contract that shows the total amount of maintenance that must be paid for the software application, independent of different license purchases made over time. The Software Asset Management plugin must be activated to use this example.

    Procedimento

    1. Create an application model, adding a Name and specifying Software License in Model categories.
    2. Create a software model, adding a Name and Model Number, and selecting the application model created in step 1.
    3. Create a new software entitlement by selecting the software model created in step 2.
    4. Navigate to Contract > Contracts > Maintenance.
    5. Click New and enter the following information.
      OpçãoDescrição
      Agreement Type Select Enterprise.
      Application Model Select the application model created in step 1.
    6. Right-click the form header and click Save.
      A number of related lists and sections appear.
    7. In the Asset Covered related list, click New and enter the following information.
      OpçãoDescrição
      Asset Select the software license created in step 3.
      Date added Enter the value.
    8. Click Submit.
    9. Continue completing the form with the following information.
      OpçãoDescrição
      Payment schedule Select Annually.
      Payment amount Enter the value.
    10. Complete the other fields as appropriate.
    11. Click Update.
    12. Submit the contract for review.