How to manage true up software's for request management

[MercBuilding]

Hi ,

  We are publishing software models for end user to request any particular software from portal. So for adobe/microsoft even if the available allocations are not available we should be able to process the request without raising purchase order as the customer will pay true up at the end of the year. How to implement this solution?

[dreinhardt]

Hi @MercBuilding ,

first of all you’ve to ensure that the over allocation per entitlement is allowed, as it is by default blocked by a BR and requies a enterprise contract assigned to the entitlement to allow it. See the following post about this https://www.servicenow.com/community/sam-forum/allowing-over-allocation-of-entitlements/m-p/2656332/...

And this detail should be taken and be your starting point for the check to bypass and allow request if allocation are not available.

- check linked contract for a unique value if enterprise agreement or not

- catalog item property/value based on contract details

- or, (custom) create a custom field to manage the true up details on software model or entitlement level.

hope this helps. Best, Dennis

[MercBuilding]

Hi Dennis,

   Its working when i directly do allocation on entitlement but during source request it is not allowing me to allocate the requested user. Do we need to customize this or it can be done OOB?

Thanks!

[dreinhardt]

Hi @MercBuilding , I think so. Could image to skip the sourcing request based on a identifier and step back into the process where the sourcing request is processing the allocation etc …

Best, Dennis

[MercBuilding]

Hi Dennis,

   I couldnt find the specific script to enable that allocate button but customization is also not recommended right? Is there any other solution you can think of? What iam thinking is to automatically assign the user/device allocations once the source request task is closed complete for these cases?