How the contract data syncs up with the entitlements ?

[kiran kumar m1]

When we bulk upload the entitlements does the contracts data also links up based on PPN number or we need to load contract data as well ?

How the contract data syncs up with the entitlements ?

is that based upon PPN and software model does it syncs up?

or we need to load contract data manually through system imports and then we have to link them ?

[dreinhardt]

Hi @kiran kumar m1,

software entitlements and contracts are not synced out of the box, also not through the use of PPN.

• If you use the SAMP entitlement upload feature, you can add a contract number per entitlement row and it will link the line item with the contract during the upload process
• To see all linked assets per contract, navigate to your software contract and check the related list "Assets Covered" (table: clm_m2m_contract_asset)
• If you want to map your entitlements and contracts manually, you can do this either from the entitlement or via the respective contract, or us a system import set

Best, Dennis

[kiran kumar m1]

Hi @dreinhardt thanks for your reply , when I upload entitlement data sheet it has a field contract number right, if the contract data is not present how it will sync ? will it create contract data records on its own ?   or is it like the contract number is stored somewhere and once we manually insert the contract data the contract numbers gets sync with them ?

[dreinhardt]

Hi @kiran kumar m1,

No, the contract is not created automatically simply by entering the contract number into the template. As already mentioned by @Community Alums  all objects that you want to link during the upload (reference fields) must exist in the system beforehand (e.g. contract, user, cost center, company, location, ...).

An automatic linking as soon as the contract is subsequently created does not take place. It is only checked once at the time of upload whether the contract can be linked or not, after this step the information is no longer available.

Best, Dennis

[Community Alums]

Hello Kiran,

After you while create an contract there will an option to relate entitlements and those entitlements will be visisble on the asset covered related list. Or after the contract is created you can created record on this m2m table to related contract & entitlements (clm_m2m_contract_asset).

Thanks!