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License Status Codes

Software Asset Management Guide
Software Licenses

License Status Codes

The Status field on a license record controls whether the engine includes it in the licensing position. This page lists the status codes, what each one does, and when to use them.

Status Codes That Matter to the Engine

Status Engine Behavior When to Use
In Service Counted toward entitlement Active, current licenses
Out of Service Excluded License has expired or is no longer in use
Upgraded and Out of Service Excluded Upgraded — the new license takes over (see Upgrade Licenses)
Disposed Excluded License has been sold, transferred, or otherwise disposed
Expired Excluded Subscription or term license that has reached its end date

Only In Service licenses contribute capacity. Everything else is preserved for audit purposes but does not appear in compliance numbers.

Why Not Just Delete Old Licenses?

Two reasons to change status rather than delete:

  1. Audit trail. A vendor audit may ask "what licenses did you have on date X?" — historical records are the answer.
  2. Reversal correctness. Deleting a license that previously had grants leaves orphaned transactions. Setting the status preserves the lineage.

The general rule: if a license has ever been in service, change status; do not delete. If a license was created in error and never used, deletion is fine.

Lifecycle Transitions

A typical license moves through these statuses over its life:

License lifecycle A license starts in Created state, moves to In Service for active use including any renewals or modifications, then exits to one of three end states: Upgraded, Expired, or Disposed. Created record entered In Service contributes to position

renewals, modifications

Upgraded superseded by newer license Expired end-of-term reached Disposed retired, sold or transferred

All three end states stop counting toward entitlement.

For each transition, change the Status field and save. The next calculation reflects the change.

When to Recalculate After a Status Change

Status changes that add capacity (Out of Service → In Service) require a recalculation to start counting the license.

Status changes that remove capacity (In Service → Out of Service) require a recalculation to stop counting it. Until you recalculate, the position will still include the license.

For batch changes (e.g., disposing 50 expired subscriptions), make all the changes first, then run a single recalculation.

Status and Renewals

For a renewing subscription (annual M365 license, Adobe CC seat):

  • Option 1: Keep the same record. Update the Date Purchased and (if applicable) End Date on the existing license. Status remains In Service. Use this when the vendor renewal is a continuation of the same subscription.
  • Option 2: Create a new record per renewal year. Mark the previous year's license as Expired or Out of Service when the renewal year starts; create a new In Service record for the new year. Use this when you want a per-year audit trail of subscriptions.

Most installations prefer option 1 for SaaS subscriptions (cleaner ongoing record) and option 2 for per-year volume agreements (clear annual lineage).

Out of Service vs Upgraded and Out of Service

Both exclude the license from the position. The difference is documentary:

Status Says
Out of Service "This license is gone. No replacement."
Upgraded and Out of Service "This license was traded in for a newer version."

Use Upgraded and Out of Service when you have a paired In Service license for the upgraded version — the audit trail then shows the upgrade event clearly. See Upgrade Licenses for the workflow.

Querying by Status

The Licenses query can be filtered by Status. To see all expired licenses for a periodic review:

  1. Open Licensing → Licenses.
  2. Use the filter pane to set Status = Expired (or Out of Service).
  3. Review the list; reactivate (change to In Service) any that were marked in error.