License process - Business rules

The license workflow relies on a few simple business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

All processes

In the out-of-the-box license workflow, the rules detailed for each of the following events apply to all processes.

Rendering

Condition	Service Management actions
Phase is not Ended	Close code = hidden
If Perpetual = true	Start date = hidden End date = hidden
If Acquisition type is Rental or Lease or Loan	Total amount = hidden Currency = hidden Tax rate = hidden Payment terms = hidden Payment date = hidden External PO Number = hidden Invoice number = hidden Fixed assets section (in Finance tab) = hidden
None	Show License contract list with filter: Contract type = License contract
If Asset model is not empty and Brand of Asset model is not empty	Show Publisher list with filter: Owner of Brand of Asset model
Publisher is not empty and License type is not empty	Show License model list with filters: Category = false Phase in active Asset type = License Brand is empty, or Publisher is Owner of Brand License type is empty, or License type = License type of License
Publisher is empty and License type is not empty	Show License model list with filters: Category = false Phase in active Asset type = License License type is empty, or License type = License type of License
Publisher is not empty and License type is empty	Show License model list with filters: Category = false Phase in active Asset type = License Brand is empty, or Publisher is Owner of Brand
Publisher is empty and License type is empty	Show License model list with filters: Category = false Phase in active Asset type = License
None	Show Default maintenance contract list with filter: Contract type = Maintenance Contract = Contract that covers this license
None	Show only active cost centers in the Cost center drop-down list
None	Show only active cost types in the Cost type drop-down list

After change

Condition	Service Management actions
Display label is empty	Display label = Asset tag
Unit rights is empty and Quantity is not empty and Total rights is empty	Total rights = Quantity
Unit rights is not empty and Quantity is empty and Total rights is empty	Total rights = Unit rights
Unit rights is not empty and Quantity is not empty and Total rights is empty	Total rights = Unit rights x Quantity
Unit rights is not empty and Quantity is not empty and Total rights is not empty	Validate: Total rights = Unit rights x Quantity
End date is not null and First installation date is not null	Validate: End date ≥ First installation date
Total amount is not null and Currency is null	Currency = USD($)
Total amount = null	Currency = null
License type is empty and Asset model is not empty and Asset model is changed	License type = License type of Asset model
Default maintenance contract is changed	Maintenance end date to first value found in following list: End date of Default maintenance contract Maintenance end date
Publisher is empty and Asset model is not empty and Brand of Asset model is not empty	Publisher = Owner of Brand of Asset Model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty	Set Currency to the Currency of the asset model
If Model is changed, Total amount of the asset model is not empty, and Total amount is empty	Set Total amount to the Total amount of the asset model
If Cost center is empty, Owner is changed, and Cost center of the owned-by person is not empty	Cost center = Cost center of the owner
Cost type is empty, Asset model is changed, and Cost type of the asset model is not empty	Cost type = Cost Type of the asset model