Creating entitlements from contracts, blanket line items, PO line items and POs

entcenginee
Tera Contributor

We are migrating Adobe publisher from a non-ServiceNow ITAM tool to ServiceNow SAM Pro.

 

Currently, for HAM, they have a contract, under the  they have this blanket line item, under that they have a  blanket line item , and that’s associated with PO line item (Purchase Order line item). From there, they are creating asset shells for HAM. From this, we need to figure out a way to create entitlements for Adobe in SAM. They want to replicate non-ServiceNow HAM tool process for ServiceNow SAM Pro.

 

Blanket line items are a tab in the contracts table – ast_contract.

When we open a record from the tab on blanket line items, it takes us to u_m2m_ast_contract_line_item table (which is most like a custom table).

Further down in related links, we have a tab for PO’s

 

From application navigator, we open ”Purchase order line items”. It opens proc_po_item table.

 

So they have a contract →  then They have the blanket line items → the blanket line items is associated with a purchase order line item → which is associated with PO on ast_contracts table.

 

We have 780 PO’s for Adobe on the “Purchase Orders” tab of ast_contracts. We shouldn't be creating all 780 entitlements for this all purchase orders. We need to figure out a way how we can minimize the number by including all the purchase orders.

 

Would someone please help me here?

1 ACCEPTED SOLUTION

Shivalika
Mega Sage

Hello @entcenginee 

 

The way to go is -- 

1)Aggregate PO Line Items by Adobe Publisher SKU or Product Family

 

Instead of creating one entitlement per PO, consolidate POs based on:

 

Software SKU (Stock Keeping Unit)

 

Software Model (Product Family)

 

License Type (Perpetual vs. Subscription)

 

Vendor (Adobe)

 

2)Create a Single Entitlement per SKU/Product Name

 

Use the SAM Entitlement Table (samp_entitlement) to create one entitlement per product family.

 

Set the "Quantity" field in the entitlement as the total sum of all related PO line items.

 

3)Link relevant POs to each entitlement. 

 

This will help you not to grain down too much and also will be organizing your data. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

 

View solution in original post

7 REPLIES 7

Hello @entcenginee 

 

Kindly accept solutions in this thread and close it so that this can move from unsolved to solved bucket and our efforts are also recognized. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

dreinhardt
Tera Sage

Hi @entcenginee,

 

I can understand your approach, since 780 is not  a small number of entitlements that need to be created. The approach already mentioned of combining the entitlements per SKU, product or other criteria is the right way to go.

 

However, keep in mind that licenses can have different periods (start/end) and  license metrics, and these entitlements cannot be grouped together across one criteria.


It is also a practical approach to only take over the active licenses, which should  reduce the number.
SAM Pro offers an Entitlement Upload based on an import template, which also ensures that all SAM-relevant information from the PO is transferred.

 

Best, Dennis

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.

@dreinhardt - Thanks, you make a very good point around start and end dates. 

 

I have posted this question → https://www.servicenow.com/community/sam-forum/list-of-activities-to-be-done-while-migrating-moving-...

 

Would you please help me with it?