Agreements

An agreement is a contract between the software vendor and the purchaser. ServiceDesk Plus Cloud allows you to add and associate agreements to software licenses.

Role Required: SDAdmin, AssetConfig

Add Agreement

  1. Go to Assets > Software & Licenses > Agreements.

  2. Click New.

  3. Use the pointers below to fill out the fields.

 

Fields

Explanation

Manufacturer

Choose the manufacturer from the drop-down.

 

To create a new manufacturer, click beside the drop-down. Enter the manufacturer's name and description, then click Add.

Agreement Number*

Provide the agreement number.

Authorization Number

Provide the authorization number.

Vendor

Select a vendor from the drop-down or add a new vendor.

Active From*

Provide the activation and expiry date of the agreement in the specified format.

Expiry Date

Description

Give a brief description of the agreement.

Terms

Provide the terms of the agreement.

Attachments

Add files to the agreement. You can attach files from the computer or the Cloud.

Purchase & Invoice Details

Provide details of the purchase order, including the PO number, invoice number, PO and invoice dates, purchase cost, and a description of the purchase, if needed.

Purchased Software Licenses

You can associate the license with an existing software license or create a new software license and associate the agreement.

  • To associate an existing license with the agreement, click Associate Existing Licenses. In the pop-up window, choose the site and software from the filter. Select the software license and click Associate to agreement.

  • To add a new license and associate it, click Add New License and associate. Refer here to fill out the form.

Agreement Expiry Notification

Choose users to be notified of agreement expiry and set the notification time frame.

*mandatory fields

 

Print Agreement

On the agreement detail view, click Print on the top of the page.

List View Actions

Edit

 

Delete

 

 

You can apply filters, create custom views, customize the list view, and search agreements. For more information on these actions, click here.