Assigning a customer to a license

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Use the Licenses application to add information to the license record about the customer associated with the license.

Before you begin

Before starting this task, make sure that a record already exists in the Licenses application for the license whose customer information you want to add. If not, you must create a draft of the license record before you can do this task.

About this task

Typically, a service provider manages software data for numerous customers. This task helps the service provider manage data related to specific licensed software by matching its license to the customer who uses that software. To do so, the service provider assigns the appropriate customer to the software license record. The service provider can then distinguish one customer's software data from another, and generate reports accordingly.

You can assign one customer to a license. When you do, you make the license record visible to any users who have permission to access that customer's data.

The steps for assigning a customer to a license follow.

Procedure

  1. On the navigation bar, click Open Menu > Assets > Licenses.
  2. In the Licenses application, open the license that you want to assign a customer to.
  3. On the License tab, from the Customer field, do one of the following things to assign a customer to the license (or to change the currently assigned customer to a different customer):
    • Enter a customer name in the field. Use this method of you already know the customer name:
      1. Type a valid customer name in the Customer field.
      2. Click Save.
      3. Click OK on the System Message window.
    • Select a customer from a list of valid customers:
      1. From the Customer field, click Detail Menu.
      2. Click Select Value.
      3. In the Select Value window, select a customer from the list of valid customer names.
        Note: The list of valid customer names comes from the Customers (SP) application, where the service provider creates the list of customers by providing their names and descriptions.
      4. Click OK on the System Message window.
      5. Click Save.
    • Select a customer from a list of valid customers in the Customers (SP) application. Use this method if you require more information about the customer in order to make your selection.
      1. From the Customer field, click Detail Menu.
      2. Click Go To Customers (SP).
      3. On the record list, use the available search filters to find the customer you want.
        Note: If the available customer selection is not adequate, you can create and save a new customer name. Then return the new name to the Licenses application (as described in the next step).
      4. Select a customer and click Return With Value.
      5. Click OK on the System Message window.
      6. Click Save.
  4. [Optional:] For reference purposes, add additional customer information to the license record by completing the Customer Charge Account and Customer Cost Center fields.
    The Licenses application itself does not use this information, but you can make use of it, for example, by adding these fields to your own customized report.