Reconciliation by SPECIFIC Company or Country (not 'grouped')

[Stephen42]

Hi all, I am looking for some assistance here or best practice for running Reconciliation in a 'global' manner.

Our initial SAM implementation was fairly simple.  One Company, in one Country.  Now that we have the initial implementation out of the way, we are looking at multiple Companies, within different Countries.

I know SAM is first dependent on Publisher, then Product, and then the grouping, and the grouping 'level' can be defined within the Reconciliation process, but is there a way to run Reconciliations by specific Country or Company ?

For example, Reconcile Canada, then USA, then Germany, UK, France etc ?  OR by a specific Company, such as ABC Canada Ltd, ABC USA Ltd, ABC Germany etc ? 

There is this document however, it doesn't address the 'how' to reconcile question  https://docs.servicenow.com/bundle/vancouver-it-asset-management/page/product/software-asset-managem...

The overall goal would be to see and report on reconciliation results by Country or Company first, and then Publisher, Product etc.

Does anyone know how this might be accomplished ?

Thanks in advance

[SebastianBarnes]

Hi Stephen,

It should be fairly straightforward to run a reconciliation for specific companies (not sure about countries, someone else may have to weigh in on that).

In your filter navigator, try Software Asset > Reconciliation > Run Reconciliation and from there, you should be able to run a reconciliation on one publisher at a time. 

You can view the results of reconciliations and their progress in the samp_reconciliation_result table.

Check this out for some more info: https://docs.servicenow.com/bundle/vancouver-it-asset-management/page/product/software-asset-managem...

I hope this helps!

[Stephen42]

Thanks Sebastian

We are using the new Workspace, and thus, the reconciliation option is no longer available via the navigator.  Reconciliation via the workspace only allows grouping.    Even the link you sent references grouping  

. 

The samp_reconciliation_result table gives me the results of the reconciliation itself, but to drill down, I still need to go through the Product Result.    samp_product_result also only displays the grouping detail, so I still need to query based on the grouping level for Company or Country to get the information required.

I was hoping to reconcile specifically via Country or Company to alleviate having to build queries against the Product Result for the various breakdowns needed

-Stephen

[Shekhar Navhak1]

Hi @Stephen42,

have you implemented this use case, I want to setup a similar kind of workspace

[lkrist]

Stephen,

There are things to consider when you want to reconcile against company.

In our case country does not work since multiple legal entities operate from the same country.

- discovery data requires to be tagged with the same company you use for your entitlements.

- keep the legal owner separate from the company you want to reconcile on. for example, if licenses are purchased under a central agreement but usage is within another buying entity. We have a customization to register the legal owner and be able to reconcile against the standardized company.

We are still using the old(er) interface and follow what Sebastian mentioned above.

Good luck. Hope this helps.