How Upgrade Rights Work in SAM ProSummary<!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #00718f; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: block; max-width: ; width: auto; height: auto; } } Step-by-Step: How Upgrade Rights Work in SAM Pro Understand the Licensing Principle Upgrade rights allow a customer to use later versions of software without needing a new license, if their license includes upgrade rights. Example: A license for Autodesk 2023 with upgrade rights may also allow use of 2024 or 2025 versions. Base Software Model Setup Ensure the base software model (e.g., Autodesk 2023) is created properly: Publisher: AutodeskProduct: AutoCAD (example)Version: 2023Entitlement: Linked to the purchase or subscription Add Next Version(s) to Software Model To enable automatic entitlement shifting via upgrade rights, add "Next version" entries: Go to the Software Model record for 2023.In the Upgrade rights related list, click "New".Add 2024 as the next version.Then go to 2024’s model, and repeat by adding 2025 as next version. This builds a chain of upgrade rights: 2023 → 2024 → 2025 Install Records Detected The Discovery / SCCM integration pulls actual installations: It sees machines with Autodesk 2024 and 2025 installed.These installs initially won’t map to the 2023 license unless upgrade rights are configured. Run the Reconciliation Job After configuring the upgrade chain: Go to Software Asset > License Workbench or run the reconciliation job manually/scheduled.The job checks if higher version installs (e.g., 2025) can legally be covered under 2023 entitlements using the upgrade path. Entitlement Adjusts Automatically Once the job runs, the system evaluates: Is there an entitlement with upgrade rights?Does it cover the installed version?It then maps the install to the latest eligible entitlement in the upgrade path (i.e., 2025 Autodesk license).This is expected behavior—it’s how SAM ensures the correct entitlement is always applied for compliance. Why Did the Entitlement Change from 2016 to 2019?As in the video: When upgrade rights are enabled and higher version installs are detected, SAM moves the entitlement association to the newest install version in the upgrade chain.So if the oldest entitlement is 2016 and you’ve installed 2019, it gets mapped up the chain (2016 → 2017 → … → 2019).Same logic applies to your 2023 → 2025 Autodesk example. Important Notes SAM will always map to the highest version possible via upgrade chain.You don’t lose the original entitlement; it's still valid—it’s just now used to cover a newer install version.If the install is for a version not in the upgrade chain, it won't match and will show as unlicensed.