Merge software licenses using the legacy Software Asset Management plugin

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • If you have multiple software licenses that are linked to the same model, you can merge the individual licenses into a consolidated license using the legacy Software Asset Management (com.snc.software_asset_management) plugin.

    Before you begin

    Role required: sam

    About this task

    To be merged, the individual licenses must meet the following requirements:
    • The licenses cannot already be merged into another consolidated license.
    • The information in the following fields must match for each license:
      • Model
      • Allocated condition
      • Assigned condition
      • Company
      • Location
      • Department
      • Cost center
      • State
    • The licenses must have the same set of software upgrades and downgrades and the same set of assets covered. To verify this information, go to Software Asset > Software Licenses and select a license.
      • For upgrades and downgrades, go to the Software Upgrade and Downgrades related list.
      • For assets covered, go to the Assets Covered embedded list in the Contracts related list.

    If a license can be merged, Merge with similar licenses appears under Related Links on the Software License form.

    To merge a license:

    Procedure

    1. Open a license.
    2. Click the Merge with similar licenses link.

      Displays a dialog box with a message stating that the merge process is irreversible and that license keys are not merged.

    3. Click OK.

      All qualifying licenses, including the current license, are merged into a new consolidated license. An informational message appears until the user is redirected to the newly merged license.

      All qualifying licenses are merged into a new consolidated license unless they can be matched to an existing consolidated license. If they are merged into a new consolidated license, the Asset tag field is cleared. After merging, the merged license is marked as Is merged license (field = true) and the Merged into field is set to this license for the consolidated licenses.

      Note:
      Licenses that are marked as merged are not counted.
      For the consolidated licenses:
      • The number of rights are summed up into a new count.
      • The asset and user entitlements are transferred to the new license.
      • The expense lines and assets on contract rate cards are transferred to the new license.
      • The set of software upgrades and downgrades, as well as the set of assets covered, are copied to the new license.
      • The cost of each individual license is summed up into the new license using the system base currency.
      • A history of the consolidated licenses and where they went is maintained.