Perpetuals
Perpetuals are contracts without set expiry dates. Zluri recognizes perpetual based on the information sourced.
In the Perpetuals tab, below mentioned columns are present:
Contract, Application, Vendor, Total Cost, License Types, Status, Start Date, Payment Methods, No. of Documents.
A Perpetual license doesn’t have an end date but Contracts have.
Add a New Perpetual
To add a new contract, the customer must click the “+Add” button, as shown below:
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Enter the name of the application to start with:
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- Perpetual name - Required
- Application - Required
- Select by searching an application or select ‘not an app’
- Vendor - Required
- Primary Owner - Required
- Select from the dropdown list of all users in the organization
- Finance owner - Optional
- IT Owner - Optional
- Contract start date - Required
- Payment date - Optional
- Payment Term is set as One time by default for Perpetuals.
- Payment methods can be selected from the dropdown.
- the Payment Date is the date of payment made for the contract. If PIA is selected, then the payment date will be set as the start date of the contract.
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After entering Basic Details, next, the customer needs to fill out the Checklist. Here the customer can upload a copy of the perpetual and enable the relevant options on the right side, whichever is applicable:
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The customer can fill in the discount and the setup fees if applicable:
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Once the custom clicks on “+ Add license”, the below screen will appear:
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- License type - Seat Based/Quantity Based
- License Name - Required
- Cost/license - Required
- Quantity - Required
- Auto increment - You can enable it if the license can be auto-adjusted to match the growing number of users
- Discount - Optional
- Cost per term - Auto calculated
- Set up fee - Optional
- Discount - Optional
- Start date can be entered.
After entering the details, information can be saved by clicking on the “Save” button:
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Once the details are reviewed, the customer can click on the Next button:
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After completing the review, the customer can click on the “Add Perpetual Contract” to save the perpetual:
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Once the Perpetual Contract is saved, it will appear like this:
Edit a Perpetual
You can edit a contract by clicking on the ‘Edit’ button beside the perpetual name on the individual perpetual page. It will open a new page where you can edit the perpetual details.
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Basic Details can be added here on the below page:
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License-related details can be added/modified/deleted on the below page:
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Updated 5 months ago