Get started > Out-of-the-box business rules > License process - Business rules

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.

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 dateFirst 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

End phase

In the out-of-the-box license workflow, the rule detailed for the following event applies to the End phase.

After change

Condition Service Management actions
None Close code = mandatory