Licenses are included in contracts and represent the commercial basis of the scheduling process as they determine how often content (e. g. programs or series) may be scheduled and broadcast (linear content) or viewed on demand (VOD content).

• See the article about managing contracts regarding the entire relation between contracts, licences and windows

The following article demonstrates how to create and edit, find, copy and delete licenses. In addition, this article covers how relations of a license to all kinds of items, including contracts, windows and content rights, can be managed. Last but not least, there is a chapter that explains how the availability of a license can be checked.

1 How to create and edit licenses

In this step, new licences are added to contract or existing ones are edited. Both functions apply the same dialog. There are several ways to enter the editing dialog.

One option to enter the editing dialog of licenses is from the editing dialog of contracts:

Here, the Licenses tab (1) has to be accessed first. Then, a new license can be added by clicking New license (2).

To edit an existing license in the overview table, there are three ways:

1. By opening the context menu (3) and clicking the edit button (4).

2. By ticking the checkbox (5) and clicking the Edit button (6).

3. By clicking the license title (7).

If a contract cannot be found immediately, it can be entered into the search bar (8).

Like in all tabs, there is a save and exit button (9) (see Save and exit button). 

The editing dialog of licenses contains six tabs, including Licenses (1), Pricing (2), Matrix (3), Windows (4), Schedule (5) and Accouting (6).

Related topics:

• Save and exit button
• Adjust table columns
• Editing dialog of contracts

Licenses included in specific contracts can also be edited in the overview of all contracts, the Contracts tab:

After navigating to the Contracts tab (1) and then to the Home tab (2) in the left-side menu, a contract has to be selected.

By clicking Licenses (3), all licenses contained in the contract are listed. Via the context menu (4), a license can be edited (5) or deleted (6).

The Dashboard tab represents another entry point for the editing dialog by showing the licenses most recently edited or created.

Related topics:

• Dashboard tab

1.1 Licences tab

The Licenses tab consists of multiple sections, which will be shown in the following two screenshots.

1. Edit mode

2. Save and exit button

3. Basic license data

4. References

5. Runs / Reruns

6. Material delivery

7. Additional rights

8. Description

9. Documents

10. Text

11. Comments

12. Attributes (1)

1.1.1 Adjust sections in the edit mode

Before getting started, users can adjust sections in terms of visibility, size and position using the edit mode. 

This chapter explains how this is done: Edit mode. 

1.1.2 Save information and exit the tab

Since saving information and exiting the dialog is relevant in all stages of the license creation and editing, it is explained briefly beforehand: Save and exit button.

1.1.3 Define basic License data

Defining basic license data is the step to get started. There are various fields to define the individual pieces of information.

Adding content references will be explained separately since this function applies its own dialog.

1. Content reference:  The content reference is selected in a separate dialog, which will be exemplified in the following.

2. Start and 3. Unlimited:  The start date of a license can be selected in this field (2). If the start date of a license is not set, the unlimited checkbox (3) can be ticked.

4. End: The end date of a license is defined here (4). Like the start date, the end date can be set unlimited by ticking a checkbox (5), as well.

6. start at the latest: If the start of a license depends on a certain condition to be fulfilled, a start-at-the-latest date can be set.

7. License number: The license number serves to identify a license and is issued automatically.

8. Type: In addition, a license can be classified as a certain type.

9. Category: A license can also be categorized.

10. Tentative: There is also a checkbox that can be ticked if a license is tentative.

11. Channels and 12. Number of channels selected:  The channels a license are selected here (11).   Since multiple channels can be selected, the number of selected channels (12) is indicated, as well.

Content references are added the following way:

By clicking the plus (1), a dialog opens where a content reference can be added.

After selecting the type of content (1) from the drop-down menu and entering the name of the content (2) into the search, it appears below and can be selected (3) in the overview table and be applied (4). 

Related topics:

• Read this article to see how table columns are adjusted: Adjust table columns.

1.1.4 Add references

Another section in the tab is References. Both predecessor and purchasing licenses can be added here.

This section allows to link purchase licenses with selling licenses.

1. Add predecessor license

2. Add purchasing license

By clicking Add predecessor license, this dialog opens:  

From this dialog, a particular license can be entered into the search bar (1) and be selected (2). 

Then, it can be applied (3).  There is also the option to continue without selection (4).

By clicking Add purchasing license, this dialog opens:

From this dialog, purchasing licenses are selected the same way as predecessor licenses are, following the steps and options from 1 to 4.

After being added, the predecessor license and the purchasing license will appear here. By clicking  (1 and 2) , the predecessor license (1) and the purchasing license (2) will open in the editing dialog for licenses (see Mange Licenses) in a new tab.

Related topics:

• Read this article to see how table columns are adjusted:  Adjust table columns.

1.1.5 Manage runs and reruns

The amount of runs of reruns determines how often content can be broadcast.

The number of runs can be set a certain number (1) or unlimited within the time period of the license (see Basic license data) by ticking the checkbox (2).

Under Type (3), the runs can be specified timewise from a drop-down menu, e. g. Prime time. The number of runs that has already been used is displayed in this field (4).

The number of reruns can also be set a certain number (5) or unlimited (6) within the license period (see Basic license data).

Users can also determine the frequency of the reruns (7). The number of used reruns is also displayed in its own field (8), as well.

There are set rules that define the way reruns are scheduled. The rules for the reruns are defined under Admin > Edit parameter> Reruns. The Abbreviation field allows to enter different combinations of rerun rules with specific meanings.

In the following table, there is a list of rules:

Rules for runs and reruns

Name	Abbreviation	Examples	Description
Global counting	WGxxx	WG24, WG48,  WG120	The reruns can be set globally, which means they can be scheduled independently of the runs within the valid license period.  This is defined by the abbreviations “Wxxx” or “WGxxx”. These parameters allow valid reruns within xxx hours after each run.
Reruns per run	WRxxx	WR24,  WR48,  WR120	The reruns are counted per run.  In this case, the number of the allowed reruns is counted per each scheduled run. This rule is defined via the abbreviation “WRxxx”.
Exceptions for certain days	WGxxxZdxxx and WRxxxZdxxx	WG24Z572 WG24Z6120, WG24Z372Z624, WR24Z572, WR24Z6120, WR24Z372Z624	In addition to the normal rerun period (WG24/WR24), it is also possible to specify exceptions for certain days.    The rule is as follows:  “Zdxxx”, with “d” meaning day (1= Mon. 2 = Tues. 3 = Wed. 4 =Thurs …) and “xxx” indicating the number of hours.    The rules regarding the reruns have to be specified before the rules regarding the days (i.e. WG24Z572 instead of Z572WG24).  For example: “WG24Z572Z672” = 24 hours for weekdays,  72 hours on Fridays (=5) or Saturdays (=6).
Prime Time rules	Phhmm-hhmm-yyyWGxxx, and Phhmm-hhmm-yyyWRxxx	P2000-2300-001WG24, P2000-2300-002WG24, P2000-2300-001WR24, P2000-2300-002WR24	Here, the time rules and counting methods of WRxxx or WGxxx apply: However, only yyy (number) of the reruns are allowed to lie within the prime time of hhmm (hours/minutes) to hhmm (hours/minutes).    1 Prime time WHS (e. g. P2000-2300-001WR24) or 2 prime time WHS (e. g. P2000-2300-002WR024). Per each run, one or two reruns can be scheduled across channels, and one of them can be scheduled in the prime time between 8 PM and 11 PM. Here, prime-time and cross-channel rules can be combined (e.g. PxxxWqyyy or PxxxXWqyyy).
Weekend Rule	Phhmm-hhmm-yyyWGxxxEee, and Phhmm-hhmm-yyyWRxxxEee	P2000-2300-001WG24 2, P2000-2300-001WG24E2	“E” introduces the weekend rule, with „ee“ standing for the number of reruns. For example e.g. “E2” = two reruns on weekends.    If a rerun takes place during the weekend (with a run from Monday to Friday: rerun during the following weekend, with a run during the weekend: rerun during the next weekend) and if a weekend rule is available, the prime-time check is not valid anymore. Instead, the system counts the reruns during the weekend. If the normal rerun period extends into the weekend, the prime time rule check is not carried out during the weekend either. However, the number of reruns is merged with those of the weekend rule. This means that it is possible to plan 4 reruns, with 2 reruns within 24 hours and 2 reruns during the weekend.
Cross-channel rule	X[kkk]aaWRxxx, and X[kkk]aaWGxxx	XWR30,  X[DC]WG120, X[S1]2WR60,  X2WR180	Here, the “WRxxx” or “WGxxx” time rules and counting methods are effective. However, the reruns can be scheduled on any channel. "X[kkk]aaWxhhh" aa = number of allowed reruns [kkk] = abbreviation of the cross channel Wxhhh = the normal rerun rule It is possible that several x rules (for different channels) are active at the same time. In order to limit the number of reruns on the original channel, as well, a cross channel rule for the original channel has to be added. For example "X[RRR]0X[CTV]2WR24": → No reruns are allowed on the original channel [RRR], while two reruns are allowed on the cross channel [CTV] within 24 hours.
Timeshift rule	TSxx[kkk]mmm	TS[S1]40,  TSWH[DC]60	xx = empty or WH (= rerun) [kkk] = abbreviation of the timeshift channel mmm = number of minutes If the time-shift rule applies, reruns within “mmm” minutes on the time-shift channel [kkk] will not be counted as used run or rerun. If the “xx” specification is empty, only runs are linked with time-shift events, while reruns remain unlinked. The specification of the channel is optional. There may be several rules for timeshifting active at the same time (for different channels). A time-shift event has a time-shift flag, but it displays the exact information about the original event in the normal license fields.  Only one timeshift event is allowed to exist per event on the main channel.
Reruns until the end of the broadcast Day	WRB[dd]xxx and WGB[dd]xxx	WGB[3]24,  WRB24	WR/WG: Local counting (e.g.: a maximum of two reruns after a broadcast) and global counting (e.g.: a maximum of ten reruns altogether). "dd" stands for the hour of the broadcast day start (WGB[3]24 = rerun within 24 hours but only until 3:00 AM). “dd” is optional, with 6:00 AM set as default (e. g. WGB24 = rerun within 24 hours but only until 6:00 AM). "xxx" stands for the rerun period, e.g. 24 hours.

 

 

1.1.6 Manage material delivery

If physical material is delivered between parties involved, it can be managed here time- and cost-wise.

First of all, the version of a content (1) has to be defined. Versions of a content are created in the Content App. Since it is possible to select multiple versions of a content, the number of selected versions (2) is also displayed.

The field named Content to be delivered (3) serves to indicate in what physical form the content is delivered.

The planned delivery date can also be selected. By ticking the checkbox next to it, the planned delivery date (4) can be turned into a latest delivery date (5).

In terms of costs, the companies that bear the delivery (6), provision (7) and return costs (8) can be selected. 

Finally, the usage of the delivered material can be specified by ticking the checkboxes (framed). It is possible to tick multiple checkboxes, as shown in the example.

1.1.7 Add additional rights

If necessary, additional rights can be added, too.

Clicking Add right (1) enables to fill in the corresponding fields.

2. Additional right: The added right is determined via a drop-down menu.

3. Language: Here, a language is assigned to the right.

4. Additional right type: The type of the additional right also has to be specified.

5. Conditions: It is also possible to define specific right conditions.

6. Fulfilled: This checkbox indicates whether the defined conditions are fulfilled (ticked) or not (not ticked).

7. Date: Additional rights can also be assigned a date.

8. Set of material: This drop-down menu allows to add sets of material.

9. X button: By clicking this button, a right can be deleted.

Like with any other table, the columns can be adjusted. This article explains how to do that:  Adjust table columns.

1.1.8 Add descriptions, texts, comments and documents

In this section, descriptions, texts, comments and documents can be added. Also, customer-specific attributes are shown.

The following article deals with extras and attachments: Add extras and attachments.

1.2 Pricing tab

The Pricing tab contains multiple sections, which will be shown in the following screenshot.

1. Price

2. Due date

3. Save and exit button (framed)

Like all tabs, the Pricing tab is equipped with a save and an exit button. The two buttons are explained in the following chapter: Save and exit button.

1.2.1 Manage the price

In this section, information regarding the price can be determined.

First, a license currency (1) and price (2) can be determined. The currency (1) is selected by a drop-down menu.

For converting the price into a local currency, an exchange rate (3) has to be determined. The local currency (4) is selected by a drop-down menu, as well. The system will calculate the amount (5) based on the exchange rate (3). 

A minimum guarantee can be defined in this dialog, as well. Again, a drop-down menu allows to choose the currency (6). The amount (7) can be entered into the field next to it.

Finally, VoD license fees (8) and additional costs (9) can be entered.

1.2.2 Add due Dates

In this section, due dates can be defined.

By clicking Add due date (1), a new due date can be added.

The context menu (2) allows to edit existing due dates (3).

1. Position: A due date can be provided with a position. If there is more than one due date, it determines where a due date is shown in the list.

2. Company: This is where the company paying the price is indicated. Companies, including licensors and licensees, are created and managed in the Content App.

3. Cost unit: The cost unit of the payment is defined in this drop-down menu.

4. Due Date: This field allows to specify the due date of the payment.

The date when the price or a part of it has to be paid at the latest can be determined in this field called At latest (5).  The at-latest date can be further specified by ticking the checkbox next to it.

6. % of total price: In this field, the percentage of the total price that has to be paid is indicated. 

7. % of minimum guarantee: The percentage to be paid can also be calculated from the minimum guarantee instead of the total price. 

Based on the share of the total price (6) or minimum guarantee (7), the amount will be calculated and indicated in the amount field (8), along with a currency. Note that that either a share of the total price or of the minimum guarantee can be considered for the amount to be paid, but not both at the same time.

Based on the exchange rate (9), the local amount will be calculated and displayed in this field (10), along with a currency.

11. Comment: It is also possible to leave comments.

If the amount (8) has already been paid, the paid button (12) must be activated to specify the numbers.

The amount that has already been paid is indicated in this field (13). Based on the paid amount, the open amount (14) is calculated.

Regarding pay dates, the day when payment was performed can be selected in the field named payday (15). The date when payment was actually handed over can be defined in the Handover date field (16).

The invoice can be specified in terms of invoice number (17) and invoice date (18).

19. Save button: To confirm all data, the save button has to be clicked.

After being created, the due date will appear in this overview. The information about the due date is displayed in different columns. This article explains how to manage columns:  Adjust table columns. 

The green checkbox (1) indicates that at least some of the amount has been paid already.

The context menu (2) allows to delete (3) the due date.

If none of the amount has been paid yet, the checkbox (1) will appear in red.

Note that the paid checkbox (1) actually reflects whether the paid button () in the editing dialog, which was shown earlier, is activated. 

So it is possible to enter a paid amount and then deactivate the button. In this case, the paid button will appear in red, while the paid amount is stated next to it.

Related topics:

• Read this article to see how table columns are adjusted: Table columns.

1.3 Matrix tab

The Matrix tab allows to assign the rights of a license to regions and countries.

There are two sections in the matrix, including All rights (1) and World (2).

All rights (1) is where right categories and rights are listed.

World (2) is where regions and countries are listed.

As with all tabs, there is a save (3) and an exit button (4): see Save and exit button.

The next two chapters will cover the following topics:

• Expand and collapsing right categories and regions
• Assign rights to regions and countries

1.3.1 Expand and collapse right categories and regions

In order to view the desired rights and regions, both sections can be expanded or collapsed.

These procedures will be demonstrated in the following using the regions as an example:

Regions (1) can be expanded or collapsed by clicking here (2).

A region may contain subregions (framed), which are expanded and collapsed the same way.

1.3.2 Assign rights to regions and countries

Now that the required fields are visible, rights can be assigned to regions and countries.

Rights can either be set exclusive, non-exclusive or not set for regions and countries. In addition, the parameters of individual right assignments can be further specified:

By right-clicking the corresponding field (1) in the matrix, e. g. rights for free linear TV (2) for all of continental Europe (3),  the context menu opens, where a right can be set either non-exclusive (4) or exclusive (5) for the selected region.

After setting the rights, e. g. exclusive rights for free linear TV for continental Europe, the countries included will be marked with an x, which stands for exclusive rights. Subcategories will be included, as well.

Individual Countries (1) within a list can be set non-exclusive (2) or not set (3) in the context menu.

By clicking Edit parameters (4), individual right assignments can be further specified.

As soon as one country within a list differs from the rest, the region it belongs to is affected, as well:

As soon as a single country (1) is set non-exclusive (2), the region it belongs to (3) will also be set non-exclusive (4) since it is no longer true that all countries of that region have exclusive rights.

Once a right of a country is not set, both its own field (1) in the matrix as well as the field of the superior region (2) will appear empty.

After clicking the Edit parameters button, a selection of parameters (1) will appear on the right, e. g. the status (2) of a right assignment.

1.4 Windows tab

In order to schedule the contents purchased with licenses, windows have to be managed.

1.5 Schedule tab

This tab provides an overview of the scheduling of the content included in a license.

In order to schedule content, the Schedule tab has to be accessed first. This tab consists of various sections, which will be illustrated in the following screenshot:

1. Channel selection: This is where types of channels and particular channels can be selected.

2. Windows: In this section, the windows of the selected license can be viewed and edited.

3. Overview table: This provides an overview of windows within both linear- and VOD-related categories.

4. Page selection (framed): This is where the page of the overview table can be selected (Select number of items and page).

5. Number of contents per page: Here, the number of contents to be displayed on one page can be selected (Select number of items and page).

6. Save button: see Save and exit button.

7. Exit button: see  Save and exit button.

First, the type of channel (1) to be displayed can be selected, including linear and VOD channels, with all types of channels being the default.

After setting the channel type, particular channels (2 and 3) can be selected, with the selected channels appearing in red. Alternatively, channels can be searched via the search bar (4).

Now windows (on the left) will be shown only for the selected channels. Specific window can be selected by ticking the checkboxes (5) next to them. By ticking the All windows checkbox (6), all windows can be selected.

To show the desired selection of runs and reruns from the windows, the corresponding checkbox (7) has to be ticked.

Now, the overview table shows only the planned (8), aired (9) and forecast (10) runs and reruns of the selected window (5). Since this is a linear channel, there are no takes.

Windows can be edited by clicking the edit button (11), leading to the corresponding editing dialog (see Creating and editing windows).

There is a filter (1) that can be used to specify the search by selecting a letter (2).

By clicking the Apply button (3) or by clicking in a free spot, the filter can be applied.

After applying the filter, the selected channels will appear on the left hand side (4 and 5).

To deselect single filter conditions, the x (6) next to a condition has to be clicked. In this case, there is only one filter condition.

By clicking the Reset filter button (7), the filter can be reset entirely.

By clicking the symbol (1), window details like channel (2) and type (3) can be viewed.

By ticking the All windows checkbox (4) and the Expand all button (5), all windows can be expanded at the same time.

Note that runs and reruns that have been scheduled incorrectly are marked in a darker red tone, e. g. those outside the window period or on a channel not included in the corresponding window.

Related topics:

• Adjust table columns
• Select number of items and page
• Save and exit button
• Creating and editing windows

1.6 Accounting tab

When it comes to booking licenses, there are two entry points:

• In the Edit license dialog, there is an Accounting tab where the bookings of a given license can be managed. 
• There is also a general Accounting tab located outside the Edit license dialog that allows to centrally manage the bookings of all licenses: see General Accounting tab.

1. Account management section: Here, accounts can be assigned, edited and added.

2. Overview table: This is the main section where all the bookings take place.

3. Display of activation and book value: In this field, the activation and book value can be viewed.

4. Save button: see Save and exit button.

5. Exit button: see Save and exit button.

Related topics:

• Adjust table columns
• Save and exit button
• General Accounting tab

1.6.1 Assign, edit and add an account

The first step is to assign an account or to create a new one if there are no accounts yet.

First, an account need to be assigned. This is done by clicking the middle button (1) in the account management section.

As a result, the following dialog will open. 

Each account has a number (1), a name (2), a booking method (3) and a currency they use (4). It is important that the currency matches the local currency defined in the Pricing process.

Then, an account can be selected (5). If an account does not appear in the list at first glance, it can be entered into the search bar (6).

To confirm the selection, the apply button (7) has to be clicked.

If the currency indicated for the selected account does not match the local currency defined in the Pricing, the following error notification will occur:

The assigned account can be edited if needed:

The assigned account will be displayed in this field (1).  

By clicking the icon on the left (2), it can be edited, opening a new dialog.

Here, the account data can be changed.

As mentioned, each customer has an amortization method (1) (booking method) that determines how they pay invoices and a currency (2) they use.

Once a change (3) has been implemented, the Apply button (4) will activate. By clicking the button, the change is confirmed.

There is also the option to add new accounts:

To create a new account, the icon with the plus (1) needs to be clicked, opening a new dialog, as well.

Here, the same information categories can be found as in the edit dialog shown previously.

1.6.2 Activation

In the next step, the license can be activated.

By clicking the activation button (1), a new dialog opens.

In this dialog, both information about the document (1) and attachments (2) can be managed. In the attachment tab, files can be uploaded.

The document type (3) is displayed in this field.

The field next to it allows to determine an external document number (4) and a document date (5) (invoice date). The document is set as the current date by default.

In addition, a check amount (6) can be set. It becomes relevant as soon as there is more than one entry under Check amount (8). In this scenario, the check amount (6) is checked against the sum of all amounts (9) of the entries listed below. The amount listed here corresponds to the local amount defined in the Pricing process.

The Remark section (7) allows to leave comments.

Under Check amount (8), all the other booking information besides the amount (9) is listed, as well, with the accounting date (10) reflecting the start date of the license, which was determined as a basic license data.

Finally, the activation can be executed by clicking the Apply button (11) or cancelled by clicking the Cancel button (12).

In the Attachments tab (1), documents can be added by drag and drop or from the file explorer by clicking Add document (2).

After activation, all the information about it will be visible in the overview table. Since an activation is associated with one specific customer, no new customers can be added or created afterwards.

Since this is a credit booking, it says Credit (1) under Booking sign.

After activation, a booking number (2) and an execution date (3), the current day at the time of the activation, will also be visible in the overview table.

The activation and book value will be displayed above (4). The activation amount reflects the sum of all activations, including additional activations, while the book value changes according to bookings, including amortizations, write-offs and cancellations. Since no amortizations, write-offs or cancellations have been executed yet, the book value is still unchanged. 

By clicking the eye icon (framed), all the information can be viewed in the voucher.

The voucher displays all the information about a booking, including attachments. However, it does not allow to edit information.

Related topics:

• Setting price information
• Basic license data

1.6.3 Additional activations

If an activation has to be corrected because of price changes (Setting price information), an additional activation can be executed.

By clicking the Additional activation button (1), a new dialog opens.

Here, the additional activation can be specified regarding the same categories as the initial activation (see Activate a license).

Under Amount (1), the amount displayed adapts to the price change. In case of a price increase, it reflects the amount to be paid by the licensee. In case of a price decrease, it reflects the amount to be refunded to the licensee.

Finally, the data can either be saved by clicking the Apply button (2) or discarded by clicking the Cancel button (3).

It is also possible to add attachments (see Activation).

By clicking the Apply button (2), the additional activation is executed. By clicking the Cancel button (3), it is cancelled.

After executing the additional activation, the activation and book value (1) have been adapted to the price change.

Related topics:

• Activation
• Setting price information

1.6.4 Amortization

Once a license is activated, it can be amortized.

For this purpose, the Amortize button (1) needs to be clicked, opening a new dialog.

Here, the amortization can be specified regarding the same categories as the initial activation (see Activation).

Depending on the amortization method, it may be necessary to schedule a run first. Otherwise, an error notification would occur in the Error column (1).

The amount (2) reflects the amount booked with the respective amortization, depending on the amortization method. In this example, this is 20 % of the activation amount.

It is also possible to add attachments (see Activation).

Finally, the amortization can be executed by clicking the Apply button (3) or cancelled by clicking the Cancel button (4).

The book value (1) now takes the amortized amount (2) into account.

Related topics:

• Activation

1.6.5 Write-off

Writing off the book value means balancing the book value at once. This may be applied, for example, when content is no longer broadcast or streamed for whatever reason.

Write-offs are specified and executed in a separate dialog, as well. This dialog is opened by clicking the Write-off button (1).

In this dialog, the amortization can be specified regarding the same categories as the initial activation (see Activation).

Under Amount (1), the written-off amount is indicated.

It is also possible to add attachments (see Activation).

By clicking the Apply button (2), the write-off is executed. By clicking the Cancel button (3), it is cancelled.

After writing off the rest of the activation amount, the book value (1) is zero.

Related topics:

• Activation

1.6.6 Cancellation

If an error has occured, for example, both activations, additional activations, amortizations and write-offs can be cancelled.

The respective booking needs to be selected (1) first. By clicking the Cancellation button (2), a new dialog opens.

In case of a cancellation, the document type will change to Refund (1). 

A cancellation acts as a counter entry of the previously set amount (2). The account type is indicated in its own column (3), too.

In this dialog, the external document number (4), document date (5) and remark (6) are taken from the booking the cancellation refers to. They can be edited if needed. It is also possible to add attachments (see Activation).

Then, by clicking the Apply button (7), the write-off is executed. By clicking the Cancel button (8), it is discarded.

Since the activation has been cancelled, the activation (1) and book value (2) will be adjusted correspondingly.

The cancellation (3) will appear in the overview table, as well.

2 Manage bookings the general Accounting tab

There is also a general Accounting tab located outside the editing dialog of a specific license. Here, the booking of licenses can be centrally viewed and managed.

The Accounting tab (1) has to be accessed first before viewing and managing executed bookings (2), open bookings (3) and due dates (4) in the corresponding side tabs. Both executed and open bookings and due dates are managed in overview tables (see Adjust table columns).

Search (5) and filters (6): see Search, sort and filter items.

7. Page selection: This is where the page of the overview table can be selected (Select number of items and page).

8. Number of contents per page: Here, the number of contents to be displayed on one page can be selected (Select number of items and page).

Related topics:

• Adjust table columns
• Search, sort and filer items
• Select number of items and page

2.1 Executed bookings

The first tab is where all kinds of executed bookings, including activations, additional activations, amortizations and write-offs are displayed.

As soon as a license has been booked, it appears here. It can be edited by clicking the edit button (1), leading to the Accounting tab of that particular license (see Book licenses).

Related topics:

• see Book licenses

2.2 Open bookings

This tab allows to execute pending activations, additional activations, amortizations and write-offs. In the following, those actions are exemplified by the execution of pending activations.

First of all, the filter (1) has to be set for pending activations, additional activations, amortizations or write-offs.

It is possible to either activate one specific license or all licenses. To activate a single license, it needs to be selected (2) and activated via the Activate license button (3). By clicking the Activate all licenses button (4), all licenses can be activated at once.

By clicking the pencil icon (5) or the edit license button (6), the Accounting tab of the selected license is accessed (see Book licenses).

The contract that includes the selected license can also be edited from here by clicking the Open Contract button (7). See Creating and editing contracts.

Related topics:

• see Book licenses
• See Creating and editing contracts

2.3 Due Dates

This tab provides an overview of payment due dates of contracts and licenses.

First of all, contracts (1) or licenses (2) have to be selected. 

Then, filters can be set for the date period (3) and the date range (4). 

The Due date column (5) displays all due dates, with recent to old being the default (see Adjust table columns for further information about table columns). 

Clicking the edit button (6) on a contract leads to the editing dialog for contracts (see Creating and editing contracts). Clicking the edit button on a license leads to the Accounting tab of that license (see Book licenses).

Related topics:

• see Book licenses
• See Creating and editing contracts

3 How to find licenses

After being created or edited, licenses can be found either in the Edit contract dialog, in the overview of all contracts or in the Dashboard tab.

3.1 Find licenses in specific contracts

Licenses can be found in the Licenses tab, which is part of the editing dialog of contracts, or in the overview of all Contracts, the Contracts tab (see chapter 1).

3.2 Find recently edited or created licenses

Licenses most recently created or edited are displayed in the Dashboard tab.

4 How to copy and delete licenses

Licenses can be copied in the Licenses tab, which belongs to the editing dialog of contracts (see chapter 1):

Licenses are copied via the context menu (1) by clicking the Copy button (2) or by ticking the checkbox (3) and clicking the Copy license button (4).

Licenses can be deleted in the Licenses tab (editing dialog of contracts) or in the overview of all contracts, the Contracts tab (see chapter 1):

Licenses tab

Licenses are deleted via the context menu (1) by clicking the Delete button (2).

Contracts tab

Here, licenses are also deleted via the context menu (1) by clicking the Delete button (2).

5 How to manage relations of a license

Licenses are associated with different types of items. Those relations can be managed in the Relations and Rights tab.

5.1 Relations tab

As mentioned, relations to different types of items can be managed in the Relations tab based on licenses, contracts and windows.

5.2 Rights tab

The Rights tab, in turn, allows to manage content rights in relation to licenses, contracts and windows and the accounting of licenses.

6 How to check the availability of a license

The following chapter will explain the procedure behind checking the availabilities of licenses.

6.1 How to perform analysis

The individual steps of the availability analysis are performed in various sections, which will be shown in the following screenshot:

The analysis is performed in the Analysis tab (1), which contains the following sections:

2. Source

3. Right

4. Output

5. Summary

6. Start of analysis button

7. Reset filter button

6.2 Select the source

The source determines where the availability of a license is checked, with varying degrees of particularity.

A license can either be searched everywhere (1) or in specific folders (2), with everywhere being the default.

It is also possible to check the availability of a license regarding a single content (3). To select a content reference, the plus icon (4) has to be clicked, which opens a new dialog. Also, episodes of series or sequences can be considered for the search by ticking the checkbox (5).

Here is the dialog for selecting content references:

The search bar (1) allows to enter the title of the content. There is also a filter for content types (2) to narrow down the search.

The content can then be selected (3) and confirmed by clicking the Apply button (4).

The selected content will appear where it was added from. By clicking x (1), it can be removed.

Related topics:

• Manage folders
• Adjust table columns

6.3 Determine rights

In the next step, rights can be specified in terms of area, category and language.

Both the rights area (1), rights category (2) and language (3) are selected from drop-down menus.

Since rights areas (1) and categories (2) allow multiple selections, the numbers of selected areas and categories are indicated, as well. 

6.3 Specify output

Before starting the analysis, the output has to be specified regarding various information.

With license (1) being the default, users can also choose different output types (2 and 3).

If license (1) is the output type, a start date can also be set.

It is also possible to show output past availability (4) and to show exclusive availability (5) by ticking the corresponding checkboxes.

6.4 Start analysis

Now the analysis can be started. Before that, there is a summary of the entered data.

The summary indicates the source (1), rights category (2), rights area (3) and output type (4). It is also states whether a start date (5) has been selected or not.

By clicking the Start of analysis button (6), the analysis is initiated. 

6.5 View the output

Finally, the output of the analysis can be viewed. 

The information about the output, e. g. a license, is displayed within various columns.

By clicking the edit button (1), the output can be edited, leading to the corresponding editing dialog.

To perform another analysis, the Start new analysis button (2) has to be clicked. In this case, the data entered for the analysis are reset.

By clicking the Back button (3), users can return to the overview, as well. In this scenario, the data entered for the analysis are saved and can be edited or reused for the next analysis.

Related topics:

• Adjust table columns

By scrolling to the right with the scroll bar (1), the free period of the license can be viewed within the Free from (2) and Free up to (3) columns.

As mentioned, the data from the previous analysis are saved when clicking the back button:

If another analysis is performed with changed data based on those of the previous analysis, e. g. regarding the start date (framed), the output will be shown along with the previous analysis.

The newly performed analysis (2) will be listed below the previous one. 

If the data are left unchanged, it will not be displayed as another analysis.

When starting a new analysis, the data are reset, as mentioned: