Fields on the Program Maintenance page

From the dropdown, select the type of program.

After a new program is saved, you cannot change the program type.

From the dropdown, select the market segment to which the program applies. Only companies within the selected market segment can purchase licenses under the program.

To not restrict the program by market segment, select All.

To use a point-based volume pricing model, check the Point based check box.

If you use points, then on the Orders tab of the Product Maintenance page, you must configure the number of points for each product.

To have Poetic generate contract numbers, check the System-generated contract numbers check box.

If you do not check this box, then all contracts must be created manually. Poetic cannot create contracts automatically.

To waive a quantity or point minimum for orders, check the Allow zero qty/points on order check box.

This allows orders with no quantity, often used for physical orders.

From the dropdown, select the template used for the notification sent to the contract coordinator when an order is placed under this program.

To not send a notification, leave this field blank.

From the dropdown, select the option for restricting the creation of new contracts under this program.

To not have any restrictions on how many contracts can be created per customer, select None.

To encourage customers to have one contract under this program, select 1 per customer with publisher override. If you select this option, then during order entry, if a channel partner or end customer opts to create a new contract for this program, and there is already an existing contract, a message displays indicating that they must use an existing contract.

To automatically create contracts when orders are placed under this program, check the Create contracts automatically check box.

Note: If this box is checked, do not check Ask for reseller.

When contracts are created or edited manually, the check boxes under Ask for are used to indicate whether to prompt the user for specific pieces of information.

To prompt the user for a contact’s email address, check the Contract emails check box.

To prompt the user for a reseller, check the Reseller check box. (This is not recommended. A better method is to use contract parties (coordinators).

To prompt users to select a language to restrict the products that can be ordered under that contract, check the Product language limit check box.

Select the radio button to determine whether to automatically adjust the end of the contract.

To keep the contract end date as it is specified in the contract, click the No adjustment radio button.

To ensure that contracts always end at the end of the month, click the End of month radio button.

To ensure that contracts always end at the end of the calendar quarter, click the End of calendar quarter radio button.

To allow users to provide this type of coordinator for each product family, check the Per Family check box.

You can only provide family-level coordinators for upgrade, technical, dealer, and bill-to coordinators.

From the Update Coordinator dropdown, select the circumstances under which to allow coordinators on an existing group to be updated either from a SetPoeticEntitlement message or from a new order.

To never update the coordinator from No automatic updates.

For group, renewal, and service company coordinators, the dropdown is locked to this value. These coordinators can never be updated except from the coordinator management function.

To:

• Allow the coordinator to be updated from SetPoeticEntitlement or order entry, and
• Prompt users to provide the coordinator during order entry

select Allow updates and prompt.

To:

• Allow the coordinator to be updated from SetPoeticEntitlement or order entry, but
• NOT prompt users to provide the coordinator during order entry

select Allow updates; no prompt.

To allow users to create groups during the order process, check the Can add group check box.

If the Poetic instance allows groups, but this box is unchecked, then Poetic automatically creates a single group.

From the dropdown, select the method used to generate pub IDs for groups.

To not generate a pub ID, select None.

To assign a sequence number to each new group, select Sequential.

To assign the next serial number from the contract serial number pool to each new group, select Serial.

From the dropdown, select whether users can set the pub ID of a group.

To not allow users to provide pub IDs for groups, select No input.

To provide an optional pub ID field, select Input optional.

To provide a required pub ID field, select Input required.

Enter the number of days after the contract starts within which customers can purchase maintenance.

This is not recommended unless you require users to purchase maintenance licenses.

To set the restrictions on purchasing maintenance products, click the appropriate radio button:

• To require customers to purchase the same number of maintenance licenses as original licenses ordered, click the Must buy same amount as licenses on order radio button.
• To allow customers to purchase fewer than but no more than the original number of licenses ordered, click the No more than licenses on order radio button.
• To allow customers to buy no more than the total number of licenses for that customer, click the No more than matching license entitlements radio button.
• To place no restrictions on purchasing maintenance products, click the Unlimited radio button.
• To prevent customers from purchasing maintenance under this program, click the Cannot buy any maintenance radio button.

To determine when maintenance purchased under the program expires, click the appropriate radio button:

• To end maintenance on the same date as the contract, click the Co-terminate with contract radio button.
• To determine the expiration date based on the duration of the maintenance product, click the No adjustment radio button.
• To set the expiration date to the end of the month during which the maintenance product expires, click the End of month radio button.
• To set the expiration date to the end of the quarter during which the maintenance product expires, click the End of quarter radio button.

If you selected Pro-rate against table as the pro-ration method, then you need to use the pro-ration table to set up the rules for pro-rating the price of maintenance.

For each pro-ration rule:

1. In the Product Duration column, type the default duration in days of the product. This allows you to set up different proration rules for different product durations.

• In the % Duration column, type the percentage of the duration.
• In the % Charge column, type the percentage of the price to charge.

For example, if the duration is 365, the percent duration is 25%, and the charge is 0%, it means that for maintenance products that last a year, if the actual product duration is less than 25% of the original, then the maintenance is free.

So if the contract began on January 1 and ends on December 31, but the maintenance isn’t purchased until November, then the maintenance is free.

If in the second line the duration is the same, the percent duration is 50%, and the charge is 25%, then if the duration is less than half but more than a quarter of the default duration, customers are charged 25% of the original maintenance price.So for the same January 1 and December 31 start and dates, if the maintenance is purchased in August, then maintenance is a quarter of the price.

If supported is not included, then to set restrictions on purchasing technical support, click the appropriate radio button:

• To not place any restrictions on purchasing technical support, click the No limits radio button.
• To not allow any technical support for this program, click the Cannot buy any radio button.
• To require that customers first purchase maintenance before purchasing technical support, click the Must buy after initial maintenance purchase radio button.
• To only allow customers to purchase technical support for the same product family and version for which they purchased maintenance, check the Within family & version check box.

To determine when technical support expires under this program, click the appropriate radio button:

• To end technical support at the same time the contract ends, click the Co-terminate with contract radio button.
• To end technical support based on the duration of the technical support product, click the No adjustment radio button.
• To end technical support at the end of the month during which the technical support product expires, click the End of month radio button.
• To end technical support at the end of the quarter during which the technical support product expires, click the End of quarter radio button.

From the dropdown, select the rule for generating renewal orders based on the dealer and bill-to parties.

To generate an order for each dealer, without comparing the dealer to the bill-to, select Generate one renewal order for each dealer.

To generate an order for each dealer unless the dealer and bill-to are different resellers, in which case generate multiple orders, select Generate one renewal order for each LARS at the sold-to level.

Used to set the schedule for renewal reminders sent before the expiration date:

• To have renewal reminders sent at regular intervals once the renewal period begins, click the Every radio button, then type the number of days in the field. For example, to send a reminder every 7 days once the renewal period begins, type 7 in the field.
• To have renewal reminders sent at times you specify, click the On the following schedule radio button, then type each number of days before the renewal expires on which to send a reminder. Separate each number with commas. For example, to send reminders 30, 15, and 7 days before the contract expires, type 30,15,7 in the field.

For example, to send the notification 2, 5, and 10 days after the contract expires, type 2,5,10 into the field.

You can control whether to allow renewal requests based on the country in which the company is located.

To only allow renewal requests for certain countries, click the select icon next to the Country field.

The country selection page displays. By default, all of the countries are checked.

To exclude a country from the list for which to allow renewal requests, uncheck the check box next to it.

At least one country must be checked.

You can also control whether to allow renewal requests based on the quantity of active maintenance for the company.

To only allow renewal requests if the total active maintenance quantity is less than the specified value, select Total maintenance count is less than from the dropdown, then type the value in the field.

To only allow renewal requests if the total active maintenance quantity is greater than the specified value, select Total maintenance count is greater than from the dropdown, then type the value in the field.

A check box displays for each company type in the end customer tier.

To allow renewal requests for a company type, check the check box.

You can control whether the option to purchase renewals immediately is available based on the country in which the company is located.

To only display the option for certain countries, click the select icon next to the Country field.

The country selection page displays. By default, all of the countries are checked.

To exclude a country from the list for which to display the option, uncheck the check box next to it.

At least one country must be checked.

You can also control whether the option to purchase renewals immediately is available based on the quantity of active maintenance.

To only display the option if the total active maintenance quantity is less than the specified value, select Total maintenance count is less than from the dropdown, then type the value in the field.

To only display the option if the total active maintenance quantity is greater than the specified value, select Total maintenance count is greater than from the dropdown, then type the value in the field.

A check box displays for each company type in the end customer tier.

To allow the option to purchase renewals immediately for a company type, check the check box.

Use the field and dropdown to set the number of days before or after the expiration to start allowing users to purchase renewals immediately.

Type the number of days in the field. From the dropdown, select Before to have the period start before the expiration, and After to have the period start after the expiration.

For example, if this option becomes available 30 days before the expiration date, type 30 in the field, and select Before from the dropdown.

Use the field and dropdown to set the number of days before or after the expiration to stop allowing the option.

Type the number of the days in the field. From the dropdown, select Before to have the period end before the expiration, and After to have the period end after the expiration.

For example, if this option is up to 10 days after the expiration date, type 10 in the field, and select After from the dropdown.