Advanced Search
Advanced Search
The Advanced Search feature allows you to filter using additional criteria, for example by source, order number, customer, product family, expiration date, purchase order, ship-to country, PAK, and/or SKU.
Procedure
| Step 1 | In Smart Software Manager, choose Inventory from the menu options and choose an existing virtual account from the Virtual Accounts drop-down menu. You can search Virtual Accounts By Name or By Tag by entering the first few letters in the Search field to limit the number of available Virtual Accounts that are displayed. |
| Step 2 | Click the Licenses tab. |
| Step 3 | Check the Show License Transactions* check box and click the Advanced Search down arrow. |
| Step 4 | Enter one or more of the following search field parameters and click Apply: |
| Search Field | Search Criteria | Type of Search | Type Ahead |
| Source |
Drop-down menu with the following values:
Manual Entry | Exact Match | No |
| Order Number | SO# or WOID | Exact Match | No |
| PO Number |
| Exact Match | No |
| End Customer | End Customer Name | Contains | No |
| Ship To | Choose Country from drop-down menu. | Contains | No |
| PAK | PAK # | Exact Match | Yes |
| Product Family | License Product Family | Contains | |
| SKU | License or Product SKU | Contains | |
| Expires By | Date Picker on “Term End Date” | Any license that has an expiration date on or before the selected date | No |
| Step 5 | Click Clear to remove all search criteria. |
*You can perform an Advanced Search only if the License Transaction Details drop-down menu in the Preferences tab is set to Enable AND the Show License Transactions check box in the Licenses tab is checked.