From 37e4c71a94185e8fcd3be1473b408e327dc13df4 Mon Sep 17 00:00:00 2001 From: tanyakars <78370005+TanyaKars@users.noreply.github.com> Date: Thu, 26 Mar 2026 08:23:58 -0700 Subject: [PATCH] Fix typo in verification step for order form math (#42455) **Related issue:** Resolves # # Checklist for submitter If some of the following don't apply, delete the relevant line. - [ ] Changes file added for user-visible changes in `changes/`, `orbit/changes/` or `ee/fleetd-chrome/changes`. See [Changes files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files) for more information. - [ ] Input data is properly validated, `SELECT *` is avoided, SQL injection is prevented (using placeholders for values in statements), JS inline code is prevented especially for url redirects, and untrusted data interpolated into shell scripts/commands is validated against shell metacharacters. - [ ] If paths of existing endpoints are modified without backwards compatibility, checked the frontend/CLI for any necessary changes ## Testing - [ ] Added/updated automated tests - [ ] Where appropriate, [automated tests simulate multiple hosts and test for host isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing) (updates to one hosts's records do not affect another) - [ ] QA'd all new/changed functionality manually For unreleased bug fixes in a release candidate, one of: - [ ] Confirmed that the fix is not expected to adversely impact load test results - [ ] Alerted the release DRI if additional load testing is needed ## Database migrations - [ ] Checked schema for all modified table for columns that will auto-update timestamps during migration. - [ ] Confirmed that updating the timestamps is acceptable, and will not cause unwanted side effects. - [ ] Ensured the correct collation is explicitly set for character columns (`COLLATE utf8mb4_unicode_ci`). ## New Fleet configuration settings - [ ] Setting(s) is/are explicitly excluded from GitOps If you didn't check the box above, follow this checklist for GitOps-enabled settings: - [ ] Verified that the setting is exported via `fleetctl generate-gitops` - [ ] Verified the setting is documented in a separate PR to [the GitOps documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485) - [ ] Verified that the setting is cleared on the server if it is not supplied in a YAML file (or that it is documented as being optional) - [ ] Verified that any relevant UI is disabled when GitOps mode is enabled ## fleetd/orbit/Fleet Desktop - [ ] Verified compatibility with the latest released version of Fleet (see [Must rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md)) - [ ] If the change applies to only one platform, confirmed that `runtime.GOOS` is used as needed to isolate changes - [ ] Verified that fleetd runs on macOS, Linux and Windows - [ ] Verified auto-update works from the released version of component to the new version (see [tools/tuf/test](../tools/tuf/test/README.md)) --- handbook/finance/README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/handbook/finance/README.md b/handbook/finance/README.md index 22b312e652..438dd50be4 100644 --- a/handbook/finance/README.md +++ b/handbook/finance/README.md @@ -459,7 +459,7 @@ Using this [order form review](https://fleetdm.zoom.us/clips/share/M79m0GZUS_GmF 4. Verify. There is a good quality and decently sized customer logo in the top right corner of the order form a good way to pull this is off of Linkedin. If you're having trouble finding it. 5. Next, as you're going down the page, you're going to verify the customer information and terms. Verify the customer name and address, the billing contact. And you'll be verifying these against the same information that should be in Salesforce. The billing contact (or an economic buyer) in salesforce should be the same person as your billing contact on the order form. 6. Verify the effective dates and total term match that in salesforce. E.g. If your effective dates are January 1st to December 31st of the same year, your total term is 12 months . If your effective dates are January 1st of 2025 to December 31st of 2028, your total term is 36 months. It's very important that the breakdown table, effective dates, and the total term all match. Otherwise the math won't come out correct. -7. Verify that the math in this table is correct. You can do that by going to the "Template gallery" in Google sheets and pull up the order form calculator. Copy the number of host and the unit price from the order form to the order form calculator and compare the order form to the order form calculator. Using the order form caluculator as the source of truth, if needed, adjust the values in the table to be correct. +7. Verify that the math in this table is correct. You can do that by going to the "Template gallery" in Google sheets and pull up the order form calculator. Copy the number of host and the unit price from the order form to the order form calculator and compare the order form to the order form calculator. Using the order form calculator as the source of truth, if needed, adjust the values in the table to be correct. 8. Lastly, double check one more time to make sure there are no sneaky, unusual terms snuck in at the bottom of an order form or stashed away in fine print. Common things that are included in order forms and not always communicated to Fleet are caps on price increases upon renewal, new SLAs, or a product roadmap or milestones we may not have agreed upon. Any clauses on an order form that appear beyond the scope of simply elaborating on the services being provided, the purchase cost, the contract that the purchase is being made under, how Fleet will bill and how the customer will pay deserves a careful look. Reach out to [Deal Desk](https://fleetdm.com/handbook/finance#team) with concerns. 9. `@`-mention the requestor in the thread to request changes or provide approval.