Order Management - How to Check License Profile

Document number: 17250

 

The first step in all Order Entry transactions is to check the License Profile for the customer.

To check the License Profile follow these steps:

  1. Log in to License Profile. For more instructions on logging into license profiles, see Eureka! document 17249 — How to log into OM License Profile.

  2. Once you are on the Find Existing Value page, enter in the Sold To Customer ID. You can type the ID number into the field or click on the lookup icon ( ) to search for the number. Once you are in the search function you will be able to search by customer name, location or telephone number. When you have located the correct customer, click on the link to complete the Sold To Customer ID field.

  3. Click on the yellow Search button. This will bring you to the License Profile page. This page will display the Maintenance Level, Contract Number, Suite Information and any message codes associated with this customer.

  4. The suite information for the customer is displayed. Only the first five suites will show by default. To see all suites, use the View All link located on the blue header bar.

  5. To view the Suite Code information click the Header Details link. This will give you detailed information on Database Platform(s), Translation(s), Operating System(s), Territory, Localization and Industry.

  6. Click the Return to Suites link located at the bottom of the page to return to the license profile page.

  7. To view all projects currently licensed within a suite, click on Product Details link. This view will show the Offering ID, current Maintenance Status, Status Date, License Status, Product License Type and Number of Users (if applicable).

  8. Click the Return to Suites List link located at the bottom of the page to return to the license profile page.

Now that you have verified that the customer's license information is current and up to date, you can enter the order.

See Eureka! document 17251 — How to Log into OM Order Entry.

See Eureka! document 17252 — How to Enter a New Order.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: jel 05/10/2002