Upgrade a license

You can upgrade a software license using one of two methods: from a software license record or from a software model record.

Before you begin

Role required: sam

Procedure

  1. Complete the following steps to identify an upgrade parent from a software license record.
    1. Navigate to Software Asset > Software Licenses.
    2. Select a model.
    3. In the Upgrade related list, double-click under the Upgrade Parent column heading.
    4. Click the reference lookup icon (Reference lookup icon).
    5. Select a software model from the list.
    6. Click the green check mark.
  2. Complete the following steps to identify an upgrade parent from a software model record.
    1. Navigate to Software Asset > Software Models.
    2. Select a model.
    3. In the Upgrade section, double-click under the Upgrade parent column heading.
    4. Select a software model from the list.
    5. Click the green check mark.