Create Item Masters from SW Catalog

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The Catalog administrator role can use the Software Catalog application to create new item master records from one or more software records in the software catalog.

When you designate an item as software, you can specify that an item requires a license; then, when you receive the item, the inspection status for that software item will not be set to complete until you associate the software with the appropriate license. This feature helps ensure a license is properly associated with the software when you receive it. You can create an item master record from any software catalog record, regardless of origin. When you create an item master record from a software catalog record, the item master record is automatically linked to that catalog record.

The steps for creating item master records from the software catalog:
  1. On the navigation bar, go to Software Catalog application. (Open Menu > Administration > Deployed Assets > Software Catalog).
  2. On the toolbar, display all records for software products, or use the table filter or Advanced Search to filter the list of records that you want to create the new item master records from.
  3. Click the Select Records check box and then select one or more software catalog records for which you want to create items.
  4. On the toolbar, open the Select Action menu and click Create Item Master. Note that when the Create Item Master window is displayed:
    • One row is displayed for each software catalog record that you selected.
    • Default values can be added and applied to the entire list.
    • Individual rows can be edited as needed.
  5. On the Create Item Master window, in the Items section, complete the required Item field in each table row, or generate the item value automatically for all your selected records together. Note that the item and any other values that you specify in the expanded Details section of a row apply only to that row. Values that you specify in the Default Values section apply to all rows.
  6. To generate the required Item value automatically for all selected catalog records:
    1. Go to the Default Values section of the window.
    2. From the Item Generation field, click the Select Value icon.
    3. Select PRODUCT ID or SOFTWARE NAME.

    A unique item value will be generated for each selected record, based on the choice that you selected in step c above

  7. Click Apply Defaults. The Details sections of all of the selected software catalog records are populated with the default values that you entered.
  8. Click Generate Items to create the software listed in the Items table as new items in the Item Master application. The items are created with the same default status that would be used if the item had been created from the Item Master application. All new items are tracked as nonrotating items.