The Purchase Records page lets you manage the records associated with license purchases. The purchase records are listed by their purchase order (PO) number, order date, and reseller. You can sort the list using any of these categories, or you can use Search to narrow the scope of displayed purchase records.
You can view, edit, and delete existing purchase records, organize purchase records into folders, import new purchase records from a number of different reseller file formats, and mass replace specific demographic information (site, department, and cost center) to provide consistency among purchase records.
The following table lists the tasks you can perform and provides instructions.
Task |
Steps |
Additional Details |
---|---|---|
Search for a purchase record |
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You can use any combination of the criteria in your search. The field contains all resellers included in any purchase record. |
View or edit a purchase record |
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Create a new purchase record |
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Create a new folder |
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Move a folder or record |
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Delete a folder or record |
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Deleting a folder deletes all the records in that folder. |
Import records |
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The following import formats are supported:
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Replace site demographic |
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This action is useful to make site names consistent, by using the inventory value to overwrite the value in the purchase report. |
Replace department demographic |
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This action is useful to make department names consistent, by using the inventory value to overwrite the value in the purchase report. |
Replace cost center demographic |
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This action is useful to make cost center names consistent by using the value specified in the purchase report to overwrite the value in the inventory report. |
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