Purchase Records

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

  1. In the Search dialog box, define the criteria for the search.

  2. If the Purchase Records list contains subfolders that you want to search, select the Include Subfolders option.

  3. Click Search.

You can use any combination of the criteria in your search. The Reseller field contains all resellers included in any purchase record.

View or edit a purchase record

  1. Click the purchase record.

 

Create a new purchase record

  1. Click New > Purchase Record.

  2. Follow the on-screen prompts. Click the Help button if you need additional information.

Create a new folder

  1. Click New > Folder.

  2. Specify a new name.

  3. Specify a path.

  4. (Optional) Add a description.

  5. Click OK.

 

Move a folder or record

  1. Select a folder or record.

  2. Click Move.

  3. Specify a destination folder.

  4. Click OK.

 

Delete a folder or record

  1. Select a folder or record.

  2. Click Delete.

  3. Click OK.

Deleting a folder deletes all the records in that folder.

Import records

  1. Click Action > Start Import.

  2. Specify a filename or click Browse to search.

  3. Click OK.

    During the import, the progress is displayed above the Purchase Records list. You can also click the Import Status tab to see the progress of the import and a record of previous imports.

The following import formats are supported:

  • ZENworks Asset Management Standard Import File

  • CompuCom Software Compliance Report

  • Insight Connector Report

  • SHI License Compliance Report

  • Softchoice Product History Report

  • Spectrum ZENworks Asset Management Reseller Connector Report

Replace site demographic

  1. Click Action > Replace Site Demographic.

  2. In the Site value from Purchase Records field, select a site value from the purchase record data.

  3. In the Site value from Inventory field, select a site value from the list that you want to use to overwrite the one on the purchase record.

  4. Click OK.

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

  1. Click Action > Replace Department Demographic.

  2. In the Department value from Purchase Records field, select a department value from the purchase record data.

  3. In the Department value from Inventory field, select a department value from the list that you want use to overwrite the one on the purchase record.

  4. Click OK.

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

  1. Click Action > Replace Cost Center Demographic.

  2. In the Cost Center value from Purchase Records field, select a cost center value from the purchase record data.

  3. In the Cost Center value from Inventory field, select a cost center value from the list that you want to replace with the one from the purchase record.

  4. Click OK.

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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