Purchases Tab
The Purchases tab lists the purchases recorded in purchase order lines raised for this license. These are generally purchases of entitlements, or the right to use the licensed software. Together, these purchases establish how many copies of the software you are entitled to install or use in your enterprise. These entitlements may be perpetual (not time limited), or they may be a subscription that needs regular payments to renew the right to use. Purchases may also provide maintenance (such as Microsoft Software Assurance) that covers the purchased entitlements on this license.
Available actions
- Set the price used for under- and over-use impact calculations — see Override unit price below.
- Link more purchase records to this license — use the search field (with associated fly-down) to find records of purchases that you may wish to link manually to this license (see To Use a Fly-Down).
- Break the link between this license and a purchase — select a purchase from the list of linked Purchases, and click Remove (this does not, of course, delete the purchase record, but just removes the link between the records).
- Hide historical purchases — see Hide old purchases below.
- Split a purchase across multiple licenses — you can directly edit the values in the License entitlements or Maintenance columns (see the descriptions of these fields in the list below, but not the "Current..." ones).
- Disable or enable a purchase — see the discussion under Entitlement Status in the table below.
- Find out more about a purchase — quickly navigate to the purchase
properties by any of these actions on the chosen row in the list of linked
Purchases:
- Open the purchase in a separate tab by Ctrl+clicking the Description value
- Double-click the row representing the purchase
- Select the check box at the left of the row, and click Open.
- Reconfigure the list — all the usual search, filter, grouping, and column chooser controls are available (see Using Lists in IT Asset Management).
Purchases here can change the license
- If a purchase provide maintenance coverage for a license, it can alter the product use rights available on the license. Typically, current maintenance provides rights like upgrade and downgrade rights, and perhaps others.
- If you attach a purchase with a Purchase type set to Software subscription, it may change the Duration property of the license to Subscription. As well, if the Expiry date on the purchase is further into the future than any Expiry date currently set on the license, the purchase updates the license with its later date to reflect the renewal of the subscription.
Purchases here may have no effect on the license
Licenses imported from Flexera One SaaS Management are a special case (these show View license in SaaS Manager in the header area of the license properties, visible above any of its tabs; and are generally SaaS User licenses, or may be Named User licenses covering Microsoft Office 365).
- The Entitlement limits control displays Unlimited if you have unlimited entitlements recorded in Flexera One SaaS Management (and in this case, the Extra entitlements field is empty)
- The Entitlement limits control displays As purchased when a set number of entitlements are recorded in Flexera One SaaS Management, with the imported number of entitlements displayed in the Extra entitlements field (which is also made read-only).
Gap in maintenance coverage
- A license with 10 entitlements has two purchases for maintenance quantity of 10 (so that all entitlements are covered), with the Expiry date of the first purchase showing March 3rd, and the Effective date of the second purchase showing March 10th. The gap alert appears because of the six days when there was no maintenance coverage.
- A license with 10 entitlements has three purchases for maintenance, all with sequential dates (such as expiry on the 3rd and the next effective date on the 4th). The first and third purchase are for maintenance coverage for 10 entitlements, but the middle one is only a renewal for 6. There is therefore a gap where 4 of the license entitlements do not have coverage.
Keep in mind that purchases can contribute to maintenance coverage without being the Software maintenance purchase type. Check the purchase properties General tab, and in the Maintenance section, review the Purchase includes support, maintenance, or other service agreement for the following period check box.
For more information, see the Allow maintenance gap property described below.
Expired maintenance alerts
If a license ever included maintenance coverage (for example, the original purchase SKU included one year's maintenance in the purchase price), but the maintenance is now completely expired (that is, every maintenance-related purchase linked to the license has an Expiry date earlier than today), the license displays an alert, typically saying All license entitlements must be covered by current maintenance. Please remove the excess or cover the shortfall.
Override unit price
The unit price for a single entitlement under this license.
- When this field is left blank, calculations use the most recently available unit price from the linked purchases.
- When you enter a value here, it overrides the unit price in all linked purchases. All values for this license are based, then, on the Override unit price.
Hide old purchases
Purchases of maintenance, or of time-limited license entitlements (such as those for subscription licenses), include an Effective date and an Expiry date. Outside these dates, the purchase has no effect on the license, and the Current column for such a purchase displays No. Over time, you may accumulate a number of historical purchases that are no longer current, which can clutter this listing of purchases related to the license.- Select Show only current purchases (checked) to hide all purchases for which the Current column displays No. Purchases that remain visible are affecting this license as of today's date. The effect on the license may be through entitlements (possibly including perpetual entitlements) or through maintenance.
- Clear Show only current purchases to display all purchases, including those for future dates as well as historical (expired) purchases.
Available columns
- Purchased is the total quantity on the original purchase, copied from its Effective quantity property.
- If this purchase is split across several licenses, the quantity out of
Purchased that comes to this particular license is shown:
- In License entitlements for purchases that affect entitlements. (If the Entitlement status is Disabled, then License entitlements is forced to zero, which flows through the remaining relationships.)
- In the Maintenance column, for purchases of maintenance.
- Finally, if the purchase provides maintenance or subscription licenses, and the purchase is current (that is, today's date falls between its Effective date and its Expiry date inclusive), then its License entitlements value is copied into Current license entitlements, and its Maintenance value into Current maintenance. In other words, if the purchase has expired, the "Current..." fields show zero. Note that it is the "Current..." value that is used for calculating compliance. The list of purchases can be filtered with the Show only current purchases check box to exclude purchases that, as of today, do not contribute to maintenance or license entitlements (typically for subscription licenses) on this license.
Column | Notes |
---|---|
Accepted |
If this purchase was processed automatically, this is the date of processing. If the link was created manually through property sheet adjustments, this is the date that the purchase was linked to this license. |
Allow maintenance gap |
Most licenses that provide additional product use rights subject to
a maintenance agreement of some kind require that the maintenance is continuous (that is,
renewed at or before expiry of each maintenance term). For this reason, if a purchase
appears to resume maintenance after a gap of more than a day where there was no relevant
maintenance coverage, an alert appears on the license properties, and specifically on the
new purchase that resumes maintenance after the gap. In the listing on the Purchases tab, the hover text on the alert
is This purchase appears to cause a gap in maintenance coverage. Check
contracts for possible penalties. To process this alert:
Note: Consumption calculations are always 'as at' the current date,
and the presence of a previous gap (whether acceptable or not) doesn't change the record
of product use rights calculated whenever there is an applicable maintenance purchase.
Therefore, if you know that you have lost product use rights because of a gap in
maintenance coverage, you may wish to manually adjust the settings on the Use rights & rules tab.
If you have negotiated a special concession with the software publisher, so
that the gap in maintenance coverage is acceptable:
The check box is displayed only for those purchases which restore maintenance coverage after a time gap where there has been no record of coverage for this license. |
Authorized by |
The person who authorized this purchase. Editable in the Ownership tab of the purchase properties. |
Contract description | The name (or brief description) of the contract. This is the contract linked directly to the purchase. (Linking of contracts to the license is separate.) |
Contract no. | The identifying code for the contract. Again, this is displayed from the purchase properties, showing the one contract that is directly linked to the purchase. |
Corporate unit, Cost center, or Location | The name of the related enterprise group. Each named group has been linked directly with the purchase.Tip: Linking a purchase (on its own) to enterprise groups does not
restrict the consumption of the purchased entitlements. To restrict
consumption of a license to the enterprise groups who purchased the
entitlements, you must create separate scoped licenses for each set of
scoping restrictions, and link the scoped purchases to licenses that
have the same scope settings. It is the license, rather than the
purchase, that controls consumption.
|
Current |
This column displays Yes when the purchase can
have some effect on the license today (at the moment the listing was refreshed).
Note: The value of Current takes into account
the license type, purchase type, and time-related settings. However, it does not take into
account the Entitlement
status on the
Purchases tab of the license
properties. In other words, a purchase may be current but disabled, in which case it has
no effect on license consumption calculations.
|
Current license entitlements |
For non-perpetual licenses (those with a Duration of either Time limited or Subscription), a linked subscription
purchase provides current license entitlements when it has all of:
This is a calculated value, and not editable. |
Current maintenance |
The total number of license entitlements currently covered by maintenance (or support, or Software Assurance), as shown in maintenance-related purchases linked to the license and taking account of their effective date ranges. (Keep in mind that the total purchases of maintenance may be split across licenses.) To be included in this total, a maintenance purchase:
Maintenance can be included
in purchases of the following types linked to the
license:
|
Description |
Details of the item purchased. Editable in the Description field in General tab of the purchase properties (in the Purchase details group). |
Effective date |
The first date that the purchase can contribute to this
license. If the Purchase type is
Software subscription, the
license is effective/renewed from that date (for the purchased number of entitlements). If
the purchase contributes maintenance coverage, it is the first date that the coverage
applies.
Tip: If the Entitlement
status is
Disabled, neither kind of contribution is permitted (look
instead for rights or maintenance provided in a separate purchase record created by an
import of a Microsoft License Statement).
Editable in the General tab of the purchase properties, when the purchase is for a Software subscription. |
Entitlement status |
The entitlement status determines whether this purchase contributes towards the entitlement count (or maintenance coverage, as applicable) of the linked license. The setting may be automatically adjusted when a Microsoft License Statement is imported, or set manually. (For purchases that have been split across multiple licenses, each linked license is considered independently, so that entitlements from a single purchase may be disabled for one license and enabled for another.) For more information, see Purchase Order Upload and Uploading Purchases from Microsoft License Statement. To set the Entitlement
status, do either
of the following:
|
Expiry date |
The last date that the purchase can contribute to this license.
If the Purchase type is Software subscription, the purchased number
of entitlements on this license expire, and cannot be used after that date. If the purchase
contributes maintenance coverage, it is the last date that the coverage in this purchase
applies. In the normal course of business where you want to continue using the software (or
have continuous maintenance coverage), you should look for a different purchase with an
Effective date for the day
after the Expiry date of
this purchase.
Tip: If the Entitlement
status is
Disabled, neither kind of contribution is permitted (look
instead for entitlements or maintenance provided in a separate purchase record created by
an import of a Microsoft License Statement).
If this purchase has a Purchase type of Software subscription, and this Expiry date is further into the future than any Expiry date currently set on other linked purchases or on the license itself, the purchase updates the license with its later date to reflect the renewal of the subscription. This action occurs only when the license and the purchase are first linked (if you later choose to manually change the date in either set of properties, the synchronization is not enforced). Editable in the General tab of the purchase properties. |
Invoice date |
The date recorded on the invoice related to this purchase. Editable in the Financial tab of the purchase properties. |
Invoice number |
Identifies the invoice, payment of which completed this purchase. Editable in the Financial tab of the purchase properties. |
Item |
The number of this purchase within its related purchase order. Not editable (reflects the order of data entry for purchases given the same purchase order number). |
Item sales tax (currency) |
The sales tax (if any) applicable to this purchase. Editable in the Financial tab of the purchase properties. |
Item subtotal (currency) |
The value of this purchase excluding tax, shipping, and handling, and displayed in the currency shown in the column header. Automatically calculated from the purchased quantity and unit price values, set in the purchase properties. |
License entitlements |
The number of license entitlements that this purchase contributes to the
current license. The value may be:
To split the entitlements from a single purchase across multiple licenses,
using this Purchases tab of the
license properties:
Tip: You can also split entitlements across licenses using the Licenses tab of the purchase properties. In that
tab, you can also identify which other licenses have received entitlements through this
purchase.
Only applicable for purchase types that change the entitlements on a license. Only the Software, Software subscription, Software baseline, and Not set purchase types can increase the license quantity (number of entitlements on a license). Software upgrade migrates entitlements from the previous license to the upgraded one. For maintenance-only purchases, this value is not editable. |
Maintenance |
The total amount of maintenance ever purchased for this license, as shown in all maintenance-related purchases linked to the license. This figure take no account of effective dates, and may not reflect your current maintenance coverage (for which see Current maintenance). To split maintenance from a single Software
maintenance purchase across multiple licenses, using this
Purchases tab of the
license properties:
Tip: You may prefer a simpler way to split maintenance across
licenses, using the Move maintenance wizard from the
All Licenses page or the License and Maintenance Expiry page.
Maintenance can be included
in purchases of the following types linked to the
license:
Where a purchase does not contribute any maintenance coverage to this license, this field is blank. |
Number of assets | The count of assets linked to this purchase on the Assets tab of its properties. |
Number of licenses | The count of licenses linked to this purchase on the Licenses tab of its properties. Useful here to check whether this purchase is already linked to other licenses. |
Part no./SKU |
The vendor's code that identifies the purchased item (the Stock Keeping Unit). This value is added as Part no./SKU in the General tab of the purchase properties. |
Processed by |
The person who handled data entry for this purchase. Editable in the Ownership tab of the purchase properties. |
Product points |
The points Microsoft assigns to this purchase for tracking discounts under your Microsoft Select Agreement. Editable in the General tab of the purchase properties. |
Product pool |
The grouping of Microsoft products under your Microsoft Select agreement, used for calculating your appropriate discounts on license purchases. Editable in the General tab of the purchase properties. |
Publisher |
The manufacturer of the software that licenses its use to you. Editable in the General tab of the purchase properties. |
Purchase date |
The date that goods were ordered. The Purchase date is recorded when the first purchase from the same purchase order is created. Thereafter it is accessible through the General tab of the purchase properties. |
Purchase order no. |
The identifying code of the purchase order authorizing the purchase. Editable in the Purchase order no. field in the General tab of the purchase properties. |
Purchase quantity |
Number of units of a product in this purchase.
Note: This quantity is
not the license quantity for this purchase. It is a unit quantity
which may apply to a purchase where a group or pack of entitlements is sold (for
example, 10 units of a pack of 5 license entitlements), or to non-license
purchases such as maintenance.
The Purchase quantity value is added on the General tab of the purchase properties. |
Purchase type |
The nature of this purchase, such as software, hardware, maintenance and
so on. Determines whether automated processing of the purchase can occur, and
whether the purchase can contribute to license entitlements.
Tip: At
purchase processing time, when the purchase is linked to a license, the purchase
type from a recognized SKU is given priority over this Purchase type set in the purchase
properties. It is best practice to keep these two values aligned.
If you link a purchase with Purchase type of Software maintenance to a license, the license Duration is automatically set to Subscription (if it was not already). The Purchase type value is selected on the General tab on the purchase properties. |
Purchased |
Total number of units acquired with this purchase. Depending on purchase type, these 'units' may be license entitlements, or maintenance coverage for this number of license entitlements. This value is shown as Effective quantity in the General tab of the purchase properties. |
Quantity per unit |
The multiplier for the number of individual items included in each purchased unit (relevant for purchases of groups or packs). The Quantity per unit value is added on the General tab on the purchase properties. |
Request date |
The date of a purchase requisition or similar request initiating this purchase. Editable in the Ownership tab of the purchase properties. |
Request number |
The identifying code for the request that triggered this purchase. Editable in the Ownership tab of the purchase properties. |
Requestor |
The person who asked for the item purchased. Editable in the Ownership tab of the purchase properties. |
Shipping and handling (currency) |
The shipping and handling costs attributed to this purchase. The Shipping and handling field is editable in the Financial tab of the purchase properties (under Cost Details). |
Shipping date |
The date of dispatch from the vendor. Editable in the Financial tab of the purchase properties. |
Shipping location |
The destination office receiving the shipment of this purchase. Editable in the Financial tab of the purchase properties. |
Status |
Shows the current progress of the purchase through the purchasing
process. Values may be:
Tip: These values have no effect on license
compliance calculations. If a purchase conveys license entitlements and is
linked to a license, the entitlements are counted regardless of this status
value. If you intend to cancel a purchase so that it no longer contributes to
your license entitlements, be sure to disconnect the purchase from any
licenses.
The Status value is selected on the General tab of the purchase properties. |
Total price (currency) |
The overall cost of this purchase, including tax and shipping. Read-only calculated value in the Financial tab of the purchase properties. |
Unit price (currency) |
The cost of an individual item in this purchase (exclusive of taxes and shipping). Editable in the Financial tab of the purchase properties. |
Vendor |
The reseller who sold this product. The Vendor value is editable in the General tab of the purchase properties. |
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