shelby_day asked a question.
Hi! I am having some trouble with determining best practice when entering Purchase Orders where there is:
1) Limited info
2) No license to allocate the purchase to
3) No evidence or "installed application" data
I want the records to be available in licensing and do not want to defer the Purchase Orders. What I have been doing (in limited cases) is looking for the Publisher and selecting a product (typically without consumption) and creating a "dummy" license based on that record, thus creating a purchase with a license record. The record will still show no consumption but I thought it would be easier for me to manage if these zero consumption records were staring me in the face every day so I can knock them out. I'm not sure if this is a good idea or not and would like some suggestions on what to do. I am marking my purchase records with detailed notes on what I did and why.
Thank you guys!
Shelby
The approach you've described here sounds spot on for what I would recommend. In the real world there are many licenses and scenarios which do not lend themselves to automatically being able to calculate consumption. However it is still useful to track the entitlement by having a license record (often using a license type of "Custom metric") so that you know you both have the right to use the software and that you have to somehow manage that right. Keeping good notes as you're doing is ideal both for yourself and people who will do the job after you - depending on the nature of the notes, it may make more sense to record them on the license record rather than the purchase record.