Map Licenses to Contracts

A contract's line items capture each license in the contract and what it costs. Line item mapping connects each line item to the application it belongs to, and connects licenses that Zluri tracks to the line item they were purchased under. This lets Zluri attribute each license's cost, renewal date, and utilization to the right application and purchase.

There are two kinds of mapping:

MappingWhat it connectsWhere you do it
Line item to applicationA contract line item to the application it covers.Application Name in the Contract Line Items section of a contract.
License to line itemA license that Zluri already tracks to the contract line item it was purchased under.Map to an existing license (Optional) when you add or edit a line item, or ⋮ > Map to contract on a license row in the Licenses tab.

Map line items to applications

Every line item needs an application. A contract can cover more than one application, and each line item belongs to one application. For example, one Atlassian contract can cover both Jira and Confluence, with separate line items for each.

When you create a contract

In the Contract Line Items section, choose the application for each line item in Application Name. The list shows the applications you selected in Basic Details. To use an application that isn't in the list, search for it or create it from the same list. See Create a Contract.

Contract Line Items with line items for different applications

When Zluri AI creates the draft

When you upload a contract PDF, Zluri AI adds the line items it reads from the PDF and maps them to applications. The Application Name column shows Not set for any line item that Zluri AI couldn't map.

If you continue while line items aren't mapped, Zluri shows Assign an application to every line item, with the list of line items that need one.

Steps

  1. Click Review line items to return to the line item list.
  2. Click the edit icon on a line item to open it.
  3. Choose the line item's application.
  4. Repeat for each line item that shows Not set.
Opening a line item that shows Not set and choosing its application

Remove an application from a contract

Remove an application from a contract only when no line item uses it. If a line item still uses the application, the remove option is disabled and shows the number of linked licenses. Change or delete those line items first.

Map licenses to line items

Zluri detects some licenses through integrations before it knows which contract they belong to. For example, an integration may detect an admin license because a user has admin rights in the application. Map the detected license to the line item it was purchased under.

When you add or edit a line item

In the Add Line Item or Edit Line Item panel, select the license under Map to an existing license (Optional), then click Save. This works for manual contracts and for drafts that Zluri AI created from an uploaded PDF. See Map a line item to an existing license.

From the Licenses page

Map to contract is available only for licenses that aren't mapped to a contract yet.

Steps

  1. In the left navigation, go to Spends > Licenses. You can also open the application's Contract & Licenses tab and use its Licenses table.
  2. On the license row, click ⋮ > Map to contract. The Map to Contract dialog opens with a summary of the license: License, Application, Source, Assigned/Total, and Cost/lic.
  3. Under Choose the contract to map it to, search for and select the contract, subscription, or perpetual. Each result shows an Active or Inactive status tag.
  4. Review the contract summary to confirm you picked the right contract. It shows the contract's Owner, Total Contract Value, Status, Assigned Licenses, Seat Based Licenses, Unassigned Licenses, Upcoming Renewal, and Usage Based Licenses.
  5. Under Choose the line item to map it to, select the line item. Each line item shows its Type, Cost/Lic, Total Quantity, and Source.
  6. Click Map to contract. The button is available only after you select both a contract and a line item.
  7. In Map this license to the contract?, click Map anyway to confirm. The dialog explains that Zluri moves the line item onto the license you are mapping, and archives the license that line item holds today.

Zluri updates the license's Source and contract link in the license table right away.

Mapping a license to a contract line item from the Licenses page, from the row menu to the license showing its contract
📘

Which line items you can select

You can map the license to a line item only if the line item:

  • is for the same application as the license, and
  • isn't already mapped to another license.

Line items for other applications appear greyed out. Line items that are already mapped are hidden from the list. To see them, turn on Show integration line items. You can view them there, but you can't select them. To change which license a line item is mapped to, edit the contract in Contracts.

If no line item meets both conditions, the dialog shows a message that explains why, instead of an empty list.

Mapping rules

  • Each license record maps to only one contract line item at a time, across all contracts.
  • When a license is mapped, the contract line item's Quantity and Cost/License values take precedence. Zluri replaces the license's values with the contract's values.

To see which line item each license is mapped to, select the Line Item column in the Licenses tab.

Related articles


Did this page help you?