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:
|
| 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. |