License Allocation Settings

To track ownership of the product’s licenses, you can allocate licenses to devices or to demographics (sites, departments, or cost centers). By default, only device allocation is enabled. You use this panel to enable demographic allocation for the product.

After you enable demographic allocations, you must add the allocations. There are two ways you can do this:

Enable Demographic Allocations

Select this option to enable the product’s licenses to be allocated based on site, department, or cost center demographic information.

Demographic Allocation Type

All demographic allocations for a single licensed product must be of the same type. Select the type (Site, Department, Cost Center) you want to use for this product.

Update License Allocations with Demographic Data from Future Purchase Record Imports

Select this option if, when importing future purchase records for the product, you want to automatically update the allocated license quantity based on the purchase record’s demographic data.

For example, assume that the product is using Department allocations. You import a purchase record that includes licenses assigned to DepartmentQ. The licenses are added as a DepartmentQ demographic allocation.

This option also causes new allocations to be created if necessary. For example, if a purchase record includes ProductA licenses that are assigned to a DepartmentZ (a new department not listed in ProductA’s allocations), a new allocation for DepartmentZ is created.

Allocated Quantity

Displays the total number of allocated licenses, either to devices or to demographics.

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