Add agreement: Reference

Agreement type

In the drop-down menu, select the applicable Oracle agreement. (Required)

Agreement number

Enter the agreement number. It can be an ID that is provided by a supplier, or a licensor, or be entirely custom-made. (Required)

Agreement name

Enter the agreement name. It can be the name provided by a supplier, or a licensor, or be entirely custom-made. (Required)

Agreement status

In the drop-down menu, select the applicable status for the agreement. (Required)

Description

Enter agreement-specific information, for example, metrics, geographical restrictions and use rights. This will save time when adding licenses that relate to the agreement as the key information will be readily available, rather than having to search through the attached agreement document each time.

Settings

Select the Subscription agreement checkbox if the agreement is a subscription agreement.

Select the Upgrade right checkbox if the agreement supports upgrade rights. Each license manually added and connected to the agreement will have upgrade rights.

Select the Selectable after expiration checkbox if you want the agreement to continue being visible in the agreements lists even after it has expired.

Valid from

The date from which the agreement is valid. (Required)

Valid to

The date until which the agreement is valid. (Required)

Contractor/Name

The name of the contractor. This is usually a company name.

Contractor/Website

The contractor's website.

Contractor/Phone

The contractor's telephone number.

Contractor contact/Contact

The name of the contractor contact person.

Contractor contact/Email address

The email address of the contractor contact person.

Contractor contact/Phone

The phone number of the contractor contact person.

Local contact/Name

The name of the agreement owner in your organization.

Local contact/Department

The department that the agreement owner in your organization belongs to.

Local contact/Email address

The email address of the agreement owner in your organization.

Local contact/Phone

The phone number of the agreement owner in your organization.

Alerts

In the first box, enter the number of days before the agreement expires, when an alert is to appear on the Home and Overview pages to notify that the agreement must be renewed or is automatically renewed. The default value is 90 (days).

Example: If the actual renewal date is the end date of the agreement, enter 0.

Example: If the renewal date is three months before the end date of the agreement, enter 90.

Select the Activate two additional high priority alerts checkbox if you want a second and third alert to appear on the Home and Overview pages as the expiry date approaches. If the check box is selected, continue to enter information in the second and third boxes, as per below. If the checkbox is cleared, the information in the second and third boxes will be inactivated.

In the second box, enter the number of days before the agreement expires, when a warning alert is to appear on the Home and Overview pages.

In the third box, enter the number of days before the agreement expires, when a critical alert is to appear on the Home and Overview pages.

Upload

Select the check box if you want to upload a document related to the agreement.

Link to file

Select the check box if you want to add a link to information related to the agreement.

Title

Enter a name for the document or linked information.

Description

Enter a short description of the document or linked information.

Custom fields

In the Custom fields drop-down menu, select any non-mandatory custom field you want to add to the agreement, and then select Add. Or select Add all, to add all available non-mandatory custom fields to the agreement.

Value

Enter a value for each custom field row in the list. Mandatory fields come with a default value.