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Frequent contributor

PO and License upload to Flexera

Hello Dear Community,

I was wondering if Purchases and Licenses be uploaded to FNMS via business adapters through csv or xlsx files? I was also thinking if the one off upload feature on the data inputs tab is a feasible option?

Please let me know your thoughts and best practices.

Thank you

Cloaky

8 Replies
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Flexera
Flexera

Re: PO and License upload to Flexera

Business adapter is good option to import purchase orders and license creation where purchase order data need to be consistently updated automatically. One off PO upload and processing is nice option when PO data doesn’t require update.
Hope this will help to decide an option that fit for your business use case.
Cheers
Aamer
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Frequent contributor

Re: PO and License upload to Flexera

We have a PO Business Adapter that runs on a regular basis. I haven't found a way to convert the PO lines into licenses, though. That seems to be a manual process. If there were a Business Adapter, that would be awesome. You can set your PO's to automatically connect to licenses that the system finds, but I don't do that.

Erick Hacking, CSAM, CHAMP
IT Software Asset Manager, Lead Sr.
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Frequent contributor

Re: PO and License upload to Flexera

Hi @EHacking ,

What if we feed the PO line item as a license name in a another column and use the business adapter so that it will create the licenses if there is no SKU/Part no available and then use it for mapping. I'm not sure whether this is a good practice/Suggested and not sure if i'm in sync with the topic here.

 

Regards,

Winvarma. 

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Flexera
Flexera

Re: PO and License upload to Flexera

@winvarma - That is not a recommended approach.  Create the purchase item using the Business Adapter.  If there is no SKU/Part Number, then use the "Process Wizard" on the Unprocessed Purchases view, which will guide you through the process of creating a new Software License by selecting the Software Application, optional Purchase Program (if this application is in the Product Use Rights library), and then adjusted the Use Rights of the license.  Remember, that it is possible that this is a purchase that may have been processed before, and in that case you would link it to an existing license instead of always creating a new license.