--- sourceDocument: Yokohama IT Asset Management sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-asset-management Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama IT Asset Management ft:clusterId : - itam bundleId : - itam workflow : - Technology --- # Create entitlements in Software Asset Management classic # Create entitlements in Software Asset Management classic {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices. ## Before you begin Role required: sam_user ## About this task These instructions are for manually creating software entitlements or maintenance entitlements one at a time. If you already have software entitlements recorded in a spreadsheet, you can [import](https://www.servicenow.com/docs/P_3~FZUGqltLa8b~jsDW5g "You can import multiple entitlements together using a Microsoft Excel spreadsheet in Software Asset Management classic.") them. To automate the process of creating a software entitlement, specify a publisher part number in the software entitlement form. Based on the publisher part number, the software model, metric group, agreement type, and software lifecycle data (if it exists) automatically appears in the form. To better manage your existing entitlements, you can edit certain fields in entitlements. You can edit fields such as Purchased rights, Software model, License type, Number of packs, and Publisher part number. Entitlements that have related entitlements, upgrade history, entitlement history, or upgraded entitlement are not editable. Note: Microsoft reserve entitlements and source entitlements are not editable. If you installed SaaS License Management, a software model is generated automatically after you create an integration profile. Create an entitlement for the software model to track software used against software owned. For more information about tracking SaaS licenses and usage, see [Viewing your SaaS and SSO subscriptions](https://www.servicenow.com/docs/jJ6CqrbvGYpYE2byg439Ug "View a list of all subscriptions for your SaaS and Single Sign-On (SSO) applications."). If you installed the SAP publisher pack, see [Record software rights for SAP](https://www.servicenow.com/docs/jB9yEmPA_LVJ9EqAvB5b_A "Create software entitlements to record your license information for SAP products. You can create entitlements individually or import them from a spreadsheet."). If you installed the Citrix publisher pack, see [Record software rights for Citrix](https://www.servicenow.com/docs/D03tWezO2LskJYFICihY_g "Software entitlements enable you to define license details that are matched to software models. You can add an entitlement individually or import a list from a spreadsheet.") ## Procedure 1. Navigate to AllSoftware AssetLicensingSoftware Entitlements. 2. Select New. 3. On the form, fill in the fields to record your license information. For detailed descriptions of the fields, see [Software entitlement fields](https://www.servicenow.com/docs/gfNe_9jNS9a~7NWy8bpL~w "Software Entitlement form and related list field descriptions."). 4. Right-click the form header and select Save. Saving the form instead of submitting keeps you on the entitlement record so you can perform additional configuration. 5. To specify users and devices that have software rights allocated to them, select the User Allocations or Device Allocations section. The Device Allocations section is not visible for the IBM Resource Value Unit (RVU) license metric. The Resource Value Unit (RVU) license metric is licensed at the product level and so rights are not used by individual devices. When you upgrade from a prior release, that had device allocations, to the Yokohama release, the existing device relocations are removed. 6. To track your software downgrade rights, select the [Downgrade Rights related list](https://www.servicenow.com/docs/gfNe_9jNS9a~7NWy8bpL~w#software-entitlement-fields__section_lc4_mcm_43b) and specify the version. Creating a new record allows you to set an entitlement to previous versions of software. For example, the purchase of Microsoft Office Professional Plus 2016 rights entitles you to Microsoft Office Professional Plus 2013 too). For more information, see [Downgrade Rights](https://www.servicenow.com/docs/kBuX_Fw7VYLA~75b95Ilpg "The concept of downgrading licenses is built into the Software Asset Management plugin feature. Downgrading rights is the process of having acquired the rights to the latest version of software but using the rights to license earlier versions of the same software."). 7. To track the cost of your software over its lifecycle, configure [expense lines](https://www.servicenow.com/docs/access?context=c_ExpenseLine&version=yokohama&pubname=yokohama-it-service-management&ft:locale=en-US). 8. To manage license keys, select the [License Keys related list](https://www.servicenow.com/docs/gfNe_9jNS9a~7NWy8bpL~w#software-entitlement-fields__section_iqv_dcm_43b) and specify which licenses keys are allocated to entitlements. 9. To view the history of all maintenance entitlements that you have purchased, select the Entitlement History related list. For example, if you purchased two maintenance entitlements, M1 (which is now retired) and M2 (currently in use), the Entitlement History related link displays both M1 and M2. 10. To view the history of the newly upgraded software model related to your entitlement and the previous software model, select the Upgrade History related list. 11. Select Update. The entitlement is created and added to the entitlement list view. * **[Create maintenance entitlements in Software Asset Management classic](https://www.servicenow.com/docs/gNMUlf8gvFA50RDlfXbA6A)** Define license details, for all publishers other than Microsoft, to manage all your software license maintenance needs such as start and end dates of your contracts and software upgrades. * **[Create entitlements for Microsoft Software Assurance in Software Asset Management classic](https://www.servicenow.com/docs/pDBt1ri1V92AcRGe6T8WEw)** Define license details for Microsoft Software Assurance (SA) to manage your contracts start and end dates, software upgrades, and related software entitlements. **Related concepts** * [Software models and Software entitlements](https://www.servicenow.com/docs/ihrEv8kYoI0yL71FW41mvQ "A software model is a profile of the software that you've purchased, including information about the publisher, version, and discovery map. Software entitlements are used to relate the software model to the rights that you've purchased.") * [Software license metrics](https://www.servicenow.com/docs/B84vACspQ3U36knDVJQIMg "License metrics are set in software entitlements and used for reconciliation in various metric groups and software model combinations.") **Related reference** * [Software entitlement fields](https://www.servicenow.com/docs/gfNe_9jNS9a~7NWy8bpL~w "Software Entitlement form and related list field descriptions.") *[\>]: and then