Create a license record

Definition page

• License name: The name of the license, which may be the same as the product name.
• Purchase quantity: The original number of licenses purchased for use as part of an upgrade chain, only applicable if you're using the B2B connectors in Data Analytics. If you're creating licenses manually using SLM, this field can't be edited and remains at "0."
  
  Data Analytics creates the original license by setting the purchase quantity and license quantity to the same number of licenses. As a license is upgraded, the license quantity is decremented by the same number, showing how many licenses remain as part of the upgrade chain.
• License quantity: When using Data Analytics, this field shows the number of original licenses remaining from the purchase quantity after upgrading your licenses. If you're creating licenses manually using SLM, this field shows the number of licenses allowed in the purchase agreement.
• Unit price: The price paid for the purchase of the license.
• Computer group: If the license was purchased for a specific group of devices, select the group here. Groups that appear here exist in the Administration>Computer groups page, which is populated by computer groups created in the Endpoint Manager network view. Select All when the license can be used for any device in your organization. If the group you want isn't listed, click Create computer group to create a new group from a Endpoint Manager query or device group.
• Vendor: The vendor from whom you purchased the license. This may be the same as the manufacturer. After you type at least three characters, any matching vendor names in the database are displayed; if a name matches the vendor, select it from the list.
• Purchase date: The date the license was purchased and is valid. Click the calendar icon to select the date, or type the date in the text box (it will be formatted in your default numeric format, such as mm/dd/yyyy).
• Expiration date: The date the license expires. This date is important when you want to track licenses that must be renewed. Click the calendar icon to select the date, or type the date in the text box (it will be formatted in your default numeric format, such as mm/dd/yyyy).
• Consumption: The method used to calculate license usage. Usage is counted one time for each device that has the product installed, regardless of how many additional installations there may be on that device.
• Compliance type: The type of license, in terms of the license compliance as specified by the manufacturer.

Associated products page

This page lists the products that are associated with the license. List all products that can be used under the terms of the license.

List the products in the order that you want them to consume the licenses. The first product consumes available licenses first. If there are additional licenses available, then the second product consumes available licenses. This continues down the list until no more licenses are available.

You can associate any product with a license. If the product is not currently monitored, it will appear in the Products>Monitored page when you associate it with a license.

To add associated products to the list

1. Click the Add (+) button.
2. In the Add Products to License dialog, type at least three characters in the Product name contains box to find the products you want. All products matching the string you type are listed in the results.
3. To filter the results list, you can type a string in the Product name does not contain box. Products with that string are removed from the list. You can use multiple strings, separated by a space.
4. To limit the results to products in the Products>Monitored page, select Show only monitored products.
5. Select one or more products from the results list, and then click OK.
   
   The products are added to the Associated products list.
   
6. Use the up and down arrow buttons to move products up or down in the list.

Related topics

Associating a license with products

Records page

This page contains data and notations that document the license in terms of your organization's purchasing or accounting practices. This information is not used in license monitoring but is useful for you to maintain accurate records for auditing purposes.

• Manufacturer part number: The part number issued by the product manufacturer. This is useful for tracking the product within your purchasing process.
• Manufacturer invoice number: The invoice number issued by the product manufacturer. This is useful for tracking the product within your purchasing process.
• Product description: A notation describing the product type.
• License key: The key provided by the manufacturer to activate the license.
• Serial number: The manufacturer's serial number associated with the license.
• Location: A notation that helps you identify where the licenses are being used in your organization.
• Supporting documents: A notation that describes where supporting documentation is found for your license assets. This can indicate a network location, URL, or any description you want to use.
• Notes: Type any additional notes related to the license. These notes are saved in the database.

Purchase page

Use this page to enter all data associated with license purchasing. This information is not used in license monitoring but is useful for you to maintain accurate records for auditing purposes.

• Purchase order number: Your organization's purchase order number used to purchase the product. This is useful for tracking the product within your purchasing process.
• Purchased by: The name of the department within your organization that purchased the product.
• Order line number: The line number within a purchase order that relates to the specific product.
• Coverage begin date: The begin date of any contract or separately purchased maintenance agreement that is associated with the license. Click the calendar icon to select the date, or type the date in the text box (it will be formatted in your default numeric format, such as mm/dd/yyyy).
• Coverage end date: The end date of any contract or separately purchased maintenance agreement that is associated with the license. Click the calendar icon to select the date, or type the date in the text box (it will be formatted in your default numeric format, such as mm/dd/yyyy).
• Coverage cost per license: The maintenance agreement cost per purchased license.

Shipping page

Use this page to enter all data associated with the product shipping destination, typically a department within your organization. This information is not used in license monitoring but is useful for you to maintain accurate records for auditing purposes.

• Address 1 and 2: The name and street address of the department within your organization that will receive the product.
• City: The city where the department is located.
• State/province: The state/province where the department is located.
• Zip/postal code: The zip/postal code where the department is located.
• Country: The country where the department is located.
• Shipped: The date that the product ships to the recipients. Click the calendar icon to select the date, or type the date in the text box (it will be formatted in your default numeric format, such as mm/dd/yyyy).
• Tracking number: Your organization's internal tracking number used to ensure the product reaches its destination.