15.2 Adding Demographic Data to Purchase Records

Adding demographic data to purchase records is optional. You need to do so only if you want to do either of the following:

  • Use the purchase record data to create the list of demographics (for example, Site1, CostCenterA, or Department12) to which licenses can be allocated. When you allocate licenses, you can only allocate them to sites, departments, and cost centers that already exist in device or purchase record data.

  • Use the Initialize Allocations Wizard to create a licensed product’s initial demographic allocations based on the demographic data in the purchase records. For example, assume that you are initializing license allocations for ProductA based on the Department demographic. PurchaseRecord1 includes 10 ProductA licenses assigned to DepartmentQ. PurchaseRecord2 includes 20 ProductA licenses assigned to DepartmentZ. The wizard allocates 10 licenses to DepartmentQ and 20 licenses to DepartmentZ.

If all your license allocations will use the same demographic (Site, Department, or Cost Center), you can assign only that demographic data to each purchase record. For example, if all demographic allocations are going to be Department allocations, you only need to assign a department to each purchase record. If you will have a mixture of demographic allocations, you should assign a site, department, and cost center to each purchase record.

To add demographic data to an existing purchase record:

  1. In ZENworks Control Center, click the Asset Management tab.

  2. In the License Management page, click Purchase Records.

  3. Click the purchase record to which you want to add demographic data.

  4. Click the Purchase Details tab.

    You add the demographic data to the purchase detail associated with the product.

  5. Select the check box next to the purchase record detail, then click Edit.

  6. Edit the Cost Center, Department, and Site fields to supply the appropriate data.

    For each field, you can select an existing value from the list or you can type a new value.

  7. Click OK to save the changes.