Relating and unrelating contracts from assets automatically

As an asset administrator, create automation rules to relate contracts with newly created assets by using Asset Automation. You can also unrelate contracts from assets. After you create automation rules, the new asset will automatically have the correct contracts added. The automation saves manual effort and increases the quality and accuracy of the data.

Before you begin

To create an automation, you must have Asset admin permissions along with the Asset Automation Admin functional role.
To assign the Asset Automation Admin functional role to a user, see Asset Management user roles and permissions.

Related topics

Automating-tasks-by-using-Asset-automation

Managing-contracts

Asset Management user roles and permissions

Important

  • You cannot edit automation rules after you save the rules. Make sure that you review the parameters carefully before saving a rule.
  • If you are using software license management, you must specify the company for Product asset types. If you do not specify the company, the Product will not be related to a software license certificate. Other fields might be required for some license types, for example, the Site field is required for matching with a Site license.
  • Location information is specified at the Company level. Depending on the Company the CI belongs to, the available selections might differ in the subsequent Location fields.
  • If the status of an asset is In Inventory, the asset location is automatically set to the Inventory Location.

To add a contract to assets automatically

After you create an automation, the specified rules are applied to any new assets in your organization. You must specify the criteria and relationships when you create the rule. Asset automation assigns the relationships to assets that fall in the specified criteria.

  1. Go to Asset Console and click Asset automation console.
  2. Click Create automation.
  3. Enter a name for the automation.
  4. In Criteria, select the Asset type for which you are configuring the automation. For example, Product.
  5. Add an expression for the criteria. For example, ManufactureName = "Microsoft"
    image-2024-3-26_10-57-20.png
  6. From the Relationship type list, select Relate contract.
  7. Based on your selection, specify the parameters to create relationships, such as Contract type, Contract relationship type, and Contract ID.
    You can add multiple relationships that will be applied to the relevant CIs.1742804003798-989.png
  8. (Optional) Specify the attributes and the values that you want to assign to the asset.
  9. Click Save.
    The automation is displayed in the list of automations in Draft state.
  10. After you review the rules for accuracy, select the automation and click Enable.
    The status of the automation changes to Active after you enable.

 

To remove a contract from assets automatically

After you create an automation, the specified rules are applied to any new assets in your organization. You must specify the criteria and relationships when you create the rule. Asset automation assigns the relationships to assets that fall in the specified criteria.

  1. Go to Asset Console and click Asset automation console.
  2. Click Create automation.
  3. Enter a name for the automation.
  4. In Criteria, select the Asset type for which you are configuring the automation. For example, Product.
  5. Add an expression for the criteria. For example, ManufactureName = "Microsoft"
    image-2024-3-26_10-57-20.png
  6. From the Relationship type list, select Remove contract relationships.
  7. Based on your selection, specify the parameters to create relationships, such as Contract type, Contract relationship type, and Contract ID.
    You can add multiple relationships that will be applied to the relevant CIs.
    (Optional) Alternatively, select All contract relationships from the Remove list to remove all existing contract relationships.1742804170968-939.png
  8. Click Save.
    The automation is displayed in the list of automations in Draft state.
  9. After you review the rules for accuracy, select the automation and click Enable.
    The status of the automation changes to Active after you enable.

 

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