Managing software license allocations for asset swaps

You use the Assets application to replace one asset with another asset and to specify a location for the asset that you replace. You can swap any number of assets at once. When you replace one asset with another one, use the features in the Manage Software License Allocations section in the Swap Assets window to transfer license allocations from the original asset to the replacing asset or to remove a license from the original asset.

About this task

The following rules apply to swapping assets:
  • You can swap rotating assets from one organization to another only if both organizations use the same item set.
  • Every asset within a site must have a unique identifier. If the replacing asset from another site or organization has the same asset identifier as an asset in your current site, you are prompted to assign a new asset identifier for the replacing asset.

Procedure

  1. From the List tab of the Assets application, or from the asset record that you want to swap, click Swap Assets.
  2. In the Swap Assets window for the asset that you want to swap out, select one of the following options:
    • To assign the asset to a location within the current site, in the To Location field, click Detail Menu and specify a location.
    • To assign the asset to another site, click the View Details icon. In the To Site field, click Select Value. Optional: Select values for the To Location field, the To Parent field, or the Bin field.
  3. To select a replacement, select one of the following options:
    • To choose a replacing asset from within the current site, in the Replacing Asset field, click Detail Menu and specify a replacing asset.
    • To choose a replacing asset from another site, click View Details. In the From Site field, click Select Value and specify a site. In the Replacing Asset field, click Detail Menu and specify a replacing asset.
  4. To manage software license allocations when the asset is swapped, in the Manage Software License Allocations table, select one of the following options:
    • To remove the license allocated to the selected asset, select Remove.
    • To transfer the license allocation from the selected asset to the replacing asset, select Transfer.
    • To trigger automation, select Automation.
  5. If you accessed the Swap Assets window from an asset record and want to swap additional assets, click Select More Assets to add assets to the list. Repeat steps 2, 3 and 4 for each asset that you add.
  6. Click OK.