Transferring unassigned entitlements through the channel structure

About channel transfers

Poetic allows channel partners to transfer unassigned entitlements to the next level in the channel structure. For example, if a distributor purchases an entitlement with a quantity of 100, if they sell 30 licenses to a reseller or end company, they can use the channel transfer function to transfer a quantity of 30 to the new company. Entitlements with an end customer cannot be transferred.

You also cannot transfer entitlements that are child entitlements of a bundle entitlement.

When you use the channel transfer to transfer a quantity from an entitlement:

Poetic reduces the total quantity on the original entitlement by the quantity transferred. So if the original quantity was 100, and 30 are transferred to another company, Poetic changes the total quantity on the original entitlement to 70.
Based on the settings for generating LACs, Poetic creates for the transfer to company either:
A single entitlement with a quantity equal to the transferred quantity
A number of entitlements equal to the transferred quantity, each with a quantity of 1

Selecting the entitlements to transfer

To search for and select the entitlements to transfer:

On the Asset menu, click Channel transfer. The Search Entitlements for Channel Transfer page displays.

Provide criteria to search for the entitlements for the channel transfer, then click Search Entitlements. You must at least provide the name of the sold-to company on the entitlements. You can only transfer entitlements that have the same sold-to. The unassigned entitlements matching your search criteria and that are available display.
Check the check box next to each entitlement you want to transfer, then click Transfer checked entitlements. To transfer all of the entitlements in the search results, click Transfer all results. The Detail page of the Channel Transfer process displays .

The Detail page is divided into tabs:

The Transfer-to Parties tab is used to configure the transfer-to company, dealer, and registered owner for the transferred entitlements.
The LACs tab is used to configure LACs for the transferred entitlements. By default, the transferred entitlements keep their original LACs.
The Notifications tab is used to configure the Invite to Activate and to send a notification when the transfer is completed. By default, no notifications are sent.

Specifying the channel transfer party information

On the Transfer-to Parties tab:

Transfer-to company

In the Transfer-to company field, specify the name of the transfer-to company. The selected company will be the sold-to company on the entitlements.

To select the company, either type the company name or click the find icon.

If you type the company name manually, then to update the page with the company address, click the Refresh Party Information link.

Dealer company

To set a dealer for the transferred entitlements, in the Dealer company field, specify the name of the dealer company.

To select the company, either type the company name or click the find icon.

Registered owner

If the transfer-to company is an end customer, then when the page is refreshed, the Registered owner field displays and is populated with the primary contact for the transfer-to company.

To select a different registered owner from within the end customer, click the Change Registered Owner link.

Configuring the LACs for the transferred entitlements

Determining how many LACs to generate

On the LACs tab, the Existing LAC(s) field lists the LACs used by the selected entitlements.

To set how LACs will be generated for the transferred entitlements, select an option from the LAC generation rule dropdown. The options are:

Keep existing LACs	To keep the existing LACs for the entitlements, select Keep existing LACs. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. The new entitlements have the same LACs as the original entitlements.
No LACs required	To not generate any LACs for the new entitlements, select No LACs required. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. The new entitlements do not have LACs.
Enter 1 LAC for this transaction	To assign a specific LAC to all of the new entitlements, select Enter 1 LAC for this transaction. In the New LAC field, type the new LAC. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. The new entitlements have the LAC specified in the New LAC field.
Enter a LAC for each entitlement	To assign a specific LAC to each transferred entitlement, select Enter a LAC for each entitlement. On the Entitlements tab, for each entitlement, type the LAC in the New LAC column. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. Poetic uses the LACs you provide.
Generate 1 LAC for this transaction	To have Poetic generate a single LAC for all of the entitlements, select Generate 1 LAC for this transaction. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. Each new entitlement has the same generated LAC. If you select this option, each entitlement must use the same LAC generation method.
Generate 1 LAC for each entitlement	To have Poetic generate a different LAC for each transferred entitlement, select Generate 1 LAC for each entitlement. If you select this option, Poetic generates a single new entitlement for each transferred entitlement, with a quantity equal to the transferred quantity. Each new entitlement has a different generated LAC. If you select this option, each entitlement must use the same LAC generation method.
Generate 1 LAC for each seat	To have Poetic generate a unique LAC for every transferred seat, select Generate 1 LAC for each seat. If you select this option, for each transferred entitlement, Poetic generates a number of new entitlements equal to the transferred quantity. Each entitlement has a quantity of 1, and each entitlement has a different generated LAC. If you select this option, each entitlement must use the same LAC generation method.

Emailing the LACs in a file

If new LACs are generated for the transferred entitlements, you can have Poetic send the LACs to selected email addresses.

Send to registered owner	To email the LACs to the registered owner, check the Send to registered owner check box.
Additional recipients	To send the LACs to other recipients, type their email addresses in the Additional recipients field. Use commas to separate multiple addresses.

Configuring the transferred entitlements

Selecting the quantities to transfer

The Entitlements page lists the entitlements you selected to transfer.

For each entitlement, in the Qty to Transfer column, type the quantity to transfer to the new company. The number must be less than or equal to the available quantity.

Providing a LAC for each entitlement

If you selected Enter a LAC for each entitlement as the LAC generation option, then in the New LAC column, type the LAC for that entitlement.

Setting other entitlement properties

Below the entitlement list are any publisher-specific properties you can set for the transferred entitlements.

Configuring notifications for the transfer

Sending the Invite to Activate notification

You can send an Invite to Activate for the transferred entitlements. The Invite to Activate notifies the recipient that the entitlements are available to activate.

Notification template	From the Notification template dropdown, select the version of the Invite to Activate notification to send.
Send to registered owner	To send the notification to the registered owner, check the Send to registered owner check box.
Send to transfer-to company primary contact	To send the notification to the primary contact of the transfer-to company, check the Send to transfer-to company primary contact check box.
Additional recipients	To send the notification to other recipients, type their email addresses in the Additional recipients field. Use commas to separate multiple addresses.

Sending a notification when the channel transfer is complete

To send a notification when the transfer is complete, in the Send confirmation to field, type the email addresses to send the notification to. Use commas to separate multiple addresses.

Confirming and completing the channel transfer

On the Confirm page, provide any notes concerning the transfer, then click Finish.

The Complete page of the Channel Transfer process displays.

Removing the end company from entitlement party

Removing the end company from an available entitlement

For available entitlement, an admin user will need to perform a channel transfer. The entitlement must be fully available, meaning no quantity has been activated in order to perform a channel transfer.

An Admin user go to the Assets menu and selects Channel Transfer.
Searches and selects the entitlement(s).
Display the Detail page sets End Company to Remove, proceed and finish the Channel Transfer process.

At the end of this process, Poetic removes the end company from the entitlement and set status to unassigned.

Assigning an available entitlement to another end company

Assign an available entitlement to another end company

Pre-condition: the entitlement has not been activated, an Ops Tier user can perform a Channel Transfer to assign it to the correct company & location.

Administrator goes to Assets then to Channel Transfer link.
Administrator searches and selects the entitlement(s).
On the Detail page, the Administrator sets the End Company to Replace.
Poetic displays a new field New End company.
Administrator clicks on the magnifying glass to conduct a company search.
On the Search Company raised form, he search for the “A G EDWARDS & SONS INC” with New York City location and clicks on Selects button
Poetic will set New End Company to “A G EDWARDS & SONS INC” and displays the address information below the company name.
Administrator proceeds and finishes the Channel Transfer process.
At the end of this process, Poetic sets “A G EDWARDS & SONS INC” with a new address location as the end company on the entitlement.

Changing duration on an available entitlement during an entitlement split

Ops Tier users can change the duration on an available entitlement during an entitlement split.

Below are a list of sample licenses to demonstrate this function.

Entitlement ID	Type	Available Qty	Duration	UOM	Target Tag
1001	Temp	50	30	Days	Munich
2002	Temp	50	45	Days	Frankfurt
3003	Temp	50	24	Hours	Berlin
4004	Perm	100			Hamburg

Administrator goes to Assets then to Channel Transfer link.
Administrator searches for and selects 3 entitlements (Entitlement ID#1001, 2002, 4004) to transfer.
On the Detail page selects Replace for End company.
Poetic displays New End company textbox.
Administrator searches and selects the desired company 3M Deutschland GmbH.
On the Entitlement page, do the following:
Enters 1 for Qty to transfer for all 3 entitlements
Set the Duration Rule to Replace
Enters a value of 10 for New Duration
Set the Target tag Rule to Replace
Enter a new value for target tag: “Cologne” value for New Target Tag
Set LAC generation rule to “Create system generated LACs -1 for each line”
Click on Next button.
Display the Confirmation page, and reviews the information and keeps the default setting for notifications and click on Finish button
In this example, Poetic will create 3 new entitlements with end company “3M Deutschland GmbH”.

See resulting licenses:

Entitlement ID	Type	Available Qty	Duration	UOM	Target Tag
1001a	Temp	1	10	Days	Cologne
2002a	Temp	1	10	Days	Cologne
4004a	Perm	1			Cologne

Exceptions:

Poetic returns an error message when attempting to set the new duration to a value greater than duration on parent entitlement.

Example The duration on the to-be child entitlement(s) cannot be greater than parent entitlement(s) with lowest duration.

Poetic returns with an error m
essage when the transfer of entitlement is with mixed UOM. This is not supported.

The Administrator will have to conduct 2 entitlement transfers, one for each UOM to achieve this change.

Removing a target tag on available entitlement during an entitlement split

Administrator can also set the target tag to blank. Following the same steps above you would result with the following entitlements

See resulting licenses when setting target tag to blank:

Entitlement ID	Type	Available Qty	Duration	UOM	Target Tag
1001a	Temp	1	10	Days
2002a	Temp	1	10	Days
4004a	Perm	1