Selecting the entitlements for the channel transfer
Specifying the channel transfer party information
Configuring the LACs for the transferred entitlements
Configuring the transferred entitlements
Configuring notifications for the transfer
Confirming and completing the channel transfer
Removing the end company from entitlement party
Assigning an activated or available entitlement to another end company
Changing duration on an available entitlement during an entitlement split
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:
To search for and select the entitlements to transfer:
The Search Entitlements for Channel Transfer page displays.
The unassigned entitlements matching your search criteria and that are available display.
The Detail page of the Channel Transfer process displays
.The Detail page is divided into tabs:
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. |
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. |
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. |
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.
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.
Below the entitlement list are any publisher-specific properties you can set for the transferred entitlements.
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. |
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.
On the Confirm page, provide any notes concerning the transfer, then click Finish.
The Complete page of the Channel Transfer process displays.
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.
At the end of this process, Poetic removes the end company from the entitlement and set status to unassigned.
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.
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 |
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 message 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.
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 |