Create a software maintenance contract example

One common use case for the Contract Management application is creating a contract to track maintenance payments for enterprise software. You can use this example to learn how to create a software maintenance contract.

Before you begin

Role required: contract_manager or admin

About this task

The goal of this example is to create a contract that shows the total amount of maintenance that must be paid for the software application, independent of different license purchases made over time. To use the steps below, the Software Asset Management plugin must be activated.


  1. Create an application model, adding a Name and specifying Software License in Model categories.
  2. Create a software model, adding a Name and Model Number, and selecting the application model created in step 1.
  3. Follow the steps in Add a software entitlement to create a new software entitlement, selecting the software model created in step 2.
  4. Navigate to Contract Management > Contract > Maintenance.
  5. Click New and enter the following information.
    License Type Select Enterprise.
    Application Model Select the application model created in step 1.
  6. Right-click the form header and click Save.
    A number of related lists and sections appear.
  7. In the Asset Covered related list, click New and enter the following information.
    Asset Select the software license created in step 3.
    Date added Enter the value.
  8. Click Submit.
  9. Continue completing the form with the following information.
    Payment schedule Select Annually.
    Payment amount Enter the value.
  10. Complete the other fields as appropriate.
  11. Click Update.
  12. Submit the contract for review.