Licenses Tab
One purchase to one license
For many purchases, just one license is linked. In this case, the quantity shown in the Effective quantity field (on the General tab of this purchase's properties) adds to the number of license entitlements available to be assigned to computers.
One purchase to many licenses
- The common case is where you have purchased one product, but you have multiple licenses in the system for that product (for example, perhaps you are using separate licenses for different regions within your enterprise). In usual way that you expect, you want to split your purchase across the appropriate licenses. For example, if your total purchase was for 70 entitlements, you could assign 40 to your US license and 30 to your APAC license. In this scenario, the total number of purchased entitlements should be found by aggregating (or summing up) the allocations to each of those affected licenses.
- The rare case is where you have a summary purchase order that records a single line for (say) a reseller to supply 10 sets of your four standard applications, needed to get ten new employees functional without delay. You are tracking these four applications, of course, on separate licenses; but in this scenario, the total number of entitlement purchased must be applied equally to each of those licenses (because the purchase was for 10 sets, so you must add 10 entitlements to each member of the set). The same total entitlement count is shared (or replicated) across the affected licenses.
In both cases, the method of applying a purchase to multiple licenses is simply to use the search control to add more than one license to the listing. By default, each selected license initially shows the total Effective quantity for the purchase as its Assigned entitlements value. This looks like the rare case described above, and the Allocate assigned entitlements value, at the top of the tab, shows by sharing. If you leave these default values for each added license unchanged so that all have that identical value in the Assigned entitlements column, you are replicating the Effective quantity for the purchase across each of the listed licenses (the rare case).
Many purchases to one license
Looking at this from the license perspective, it is common for one license to receive entitlements through many purchases. For example, you may have given every member of your marketing department a licensed copy of Adobe Acrobat in a single purchase. Later, as the team expands, you purchase further entitlements to the same product. In this way, the number of available license entitlements becomes the sum of the entitlements assigned from all linked software purchases.
Properties of related licenses
The Related licenses list shows licenses adjusted through this purchase. The following license properties (shown alphabetically) are available for the list, many of them through the column chooser. (You can also navigate directly to the property sheet of a linked license for further details.) For actions available on this tab, see the following topics (linked below this table).
Property | Comments |
---|---|
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. Not directly editable. |
Allocated |
The number of license entitlements allocated to computers or end-users. Those with allocations have top priority consuming from this license, and cannot consume from any other. Allocations may also be set (per license) to always count as consumption (regardless of inventory). For each inventory device, you can also modify the behavior of allocations. The Allocated value is editable in the Consumption tab of the license properties. Furthermore, the type of allocation can be adjusted on the Licenses tab of the inventory device properties. |
Assigned entitlements |
This column allows splitting of the total number of license
entitlements in the purchase across more than one license. The total assigned across
all licenses must not exceed the Effective quantity shown in the General tab of the purchase
properties. (If you save the purchase properties in that condition, an alert is
displayed on the Licenses tab.)
Tip: When the Purchase type is Software maintenance, this
is the number of license entitlements that are covered by the maintenance
purchase/renewal.
If the license has an Entitlement
status of
Disabled (such as, for example, after the import of
a Microsoft License Statement for a date later than the Purchase date of the purchase),
the quantity assigned is shown as zero, followed by the originally assigned quantity
in brackets. The latter is the value that will be restored if entitlements are once
again enabled. Also, if the license has an Entitlement
status of
Not contributing, the quantity assigned is shown as
zero. This typically happens for Microsoft Office 365 licenses as the entitlements
are maintained by Microsoft Office 365 Online Service, and directly imported into
IT Asset Management through the Office 365 connector (see Creating Connections to Microsoft 365).In the Licenses tab:
|
Category |
The category chosen for this license. Selectable in the Identification tab of the license properties. |
Consumed |
The number of license entitlements
(or points) consumed across the enterprise.
Tip: Access rights on an operator's role may restrict the
values that the operator is entitled to see. An
unrestricted view provides the total consumption that
should be balanced by purchases.
Note: Special
provisions apply to these license types:
Not editable. This value is the result of the latest compliance calculation (the time and date of which is displayed at the top right of every web page). Tip: If this is the only purchase contributing entitlements to the linked
license, and the Consumed count exceeds the
Assigned entitlements,
investigate whether there are additional purchases to link to the same license, whether
installations can consume from a different license, and so on. Otherwise you may need
additional (new) purchases of license entitlements to cover consumption.
|
Corporate unit |
The name of the related enterprise group. Selectable on the Ownership tab of the license properties. Tip: Licenses may also be restricted to specific enterprise groups (license
properties, Restrictions tab). In this case, they can only
receive entitlements from purchases linked to the same enterprise groups.
To edit group names and relationships, navigate to . |
Cost center |
The name of the related enterprise group. For details, see Corporate unit, above. |
Duration |
The time-based nature of the license, whether it is a Perpetual, Subscription, or Time limited license. Editable in the Identification tab of the license properties. |
Edition |
The edition property of the license. Commonly this echoes the edition of an application attached to the license, but may be used in other ways in your enterprise. Editable in the Identification tab of the license properties. |
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 |
For subscription (or other time-limited) licenses, this is the date when the current license expires. Ignored for perpetual licenses (even though any previously entered date may still be visible). Check the Duration field to see whether this license is perpetual or time-limited. The Expiry date is editable on the Identification tab of the license properties. |
Has maintenance |
Displays No when there is no current maintenance recorded for this license; or Yes when there is at least one purchase of maintenance for which today falls between the Effective date and the Expiry date (inclusive) on the purchase. When this is Yes, the Maintenance field shows the corresponding number of entitlements that are currently covered by maintenance. |
License type |
The kind of license, which determines what properties are available for the license, and how compliance is calculated for the license. For details of an individual license type, please see the appropriate entry in the glossary. Editable in the License type field in the Identification tab of the license properties. |
Location |
The name of the related enterprise group. For details, see Corporate unit, above. |
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.) The total is not directly
editable in license properties. The value is summed from
maintenance purchases linked to the license, and is
displayed in the Compliance
tab as Maintenance from purchases. To
increase the total coverage, link additional current
maintenance purchase records to the license.
Tip: Maintenance purchases can also be split across multiple
licenses, for example by editing the
Maintenance column in the
Purchases tab of the license properties.
Maintenance can be included
in purchases of the following types linked to the
license:
|
Manager |
The delegate who has responsibility for the license. Editable in the Ownership tab of the license properties. |
Name |
The license name may be:
The Name value is editable in the Identification tab of the license properties. |
Override unit price |
The unit price for a single entitlement under this license. This value has been set to override prices on all related purchase records. This may be set to the current single purchase price. Editable in the Purchases tab of the license properties. |
Product (primary) |
The basic name of the application, excluding the publisher and references to versions or editions. This field displays the value Multiple products for multi-product licenses that have multiple primary products. See Multi-Product License. Product values are not directly editable in the license properties, but are taken from the latest version of the application linked to the license (visible in the Identification section of the General tab of the application properties). In license properties the product is listed in the Applications tab. For multi-product licenses, linked products are listed in the Use rights & rules tab. |
Publisher |
The name of the publisher of this software, responsible for its development and distribution. Publisher values are recorded in the General tab of the application properties. They are not directly editable in the license properties, but are linked through the latest version of the application linked to the license. |
Purchased |
The total number of license entitlements recorded for this license. This is the sum of the Entitlements from purchases and Extra entitlements values stored in the properties of the license. This is the number of license entitlements your enterprise is entitled to consume. Not directly editable. The value
changes as you:
Tip: This value may be equal to Assigned entitlements
(above) when:
|
Raw consumption |
The consumption from this license before taking account of any savings gained from product use rights that may cover some installations without consuming additional entitlements. For most license types, this is shown on the Compliance tab as Raw installations. Not editable. |
Shortfall/Availability |
Displays the result of Entitlements from purchases plus Extra entitlements minus Consumed fields shown in license properties. The result is positive when you have surplus entitlements (according to the last license consumption calculation), and negative when you are under-purchased. For points-based licenses (such as Core Points or Processor Points licenses), the value is the number of points, rather than entitlements. Not editable. Visible at the Available Entitlements field on the Compliance tab of the license properties. |
Status |
Whether or not the current
use of software under this license complies with the
license terms and conditions. Values may be:
Editable for Custom Metric license types in the Compliance status field in the Compliance tab of the license properties (depending on the check box to Set Compliance status manually in the Identification tab). |
Subject to true-up |
A value of Yes means this license cannot be displayed as "at risk", and that at the end of the true-up period, you must make purchases to retroactively cover any over-consumption. Most licenses display No. Editable in the Subject to
true-up field in the
Identification tab of the license properties.
Note: For SaaS User
licenses covering Salesforce, this field should show a value of
Yes. However, if the Subject to
true-up field in the Identification
tab of the license properties is manually deselected for a Salesforce license, this field
will temporarily display a value of No until the next time
IT Asset Management recalculates a license position, after which this field reverts
to Yes.
|
Used |
The number of installations of
the licensed applications actively being used. Shows a zero
if:
Exceptions:
The Used value is not editable, and is set by the most recent compliance calculation. |
Version |
The version assigned to the license. This may be tracking versions of a linked application, or may an independent value. The license Version is editable in the Identification tab of the license properties. |
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