Using Contracts and Line Items in Purchasing
Learn how to use contracts along with software line items to describe what you have purchased, and the use rights (particularly upgrade and downgrade rights) for those products.
This applies to creating and using contracts for new purchases; if you are migrating from a pre-11.0 version of Cherwell Asset Management, see Migration Tasks, which describes the process of migrating existing purchasing data to use contracts rather than maintenance and upgrade entries.
Contracts and Line Items
When you purchase something under the terms of a contract, you relate the line items within an order to the contract, not the order itself to the contract. The steps are as follows, in order:
- If this is a new contract, first create the contract.
- Create an order.
- Create a line item, and while doing so, select the contract that applies to the line item.
- Repeat step 3 for each line item within the order to be associated to the contract.
- Repeat steps 2-3 for each new order with line items to be associated to the contract.