Software contracts and customers
For service providers, the Software Contracts application provides the ability to manage software contract information that is associated with specific customers.
- Administrators can restrict user access to software contract data so that users see license data only for customers that they are authorized to work with. Controlling access to customer information based on user authorizations ensures that confidential information about customers is protected.
- Users who have access to more than one customer can filter software contracts so that they view license data only for the specific customer or customers that they want to work with.
Software license information for customers
In the Software Contracts application, you can view information about licenses associated with software contracts in the Associated Licenses table window on the Contract Line Items tab and on the Associated Licenses tab. The application displays a row for each license associated with the software contract. Service providers can restrict permissions so that users can view license data only for the customers that a user is authorized to work with. If you do not have access to a customer, you cannot see the data for the license.
- Click New Row and specify license information
in the fields for the row details.
You can use the Detail Menu on the License field to select a license or to go to the Licenses application and return with a value. The Select Value window that opens from the License field displays only customers that you have access to. If you go to the Licenses application, the Licenses application displays only licenses that you are authorized to work with. You can select a license and return that value to the License field in the Software Contracts application.
- Click Associate Licenses to open the Associate Licenses to Contract Line window from which you can select a license. This window displays licenses only for customers that you have access to. From this window, you can select one or more licenses to associate with a contract line item.
Viewing licenses for specific customers
If you have access to more than one customer, you might want to work with licenses for only one customer at a time. To filter licenses by customer, click Select Value on the Customer field on the Contract Line Items tab or the Associated Licenses tab and select the customer that you want to work with.