Overview:
This article illustrates how to search for subscriptions in X4A using quick filter tiles.
Process:
- Go to My Apps and open Okta.
- In Okta search for Xvantage for Associates (X4A) and open it.
- Hover over the left navigation menu.
- Click Sales, then select Subscriptions.
- If you have more than one assigned country, a pop-up window will show prompting you to select the country which you will be browsing invoices for.
- Choose the country from the drop-down menu then click Submit.
- Locate the quick filter tiles above the list of subscriptions.
- Browse subscriptions by: Active, Pending, Expire within 30 days, Auto-renew within 30 days, Trial and All based on most popular searches.
- Use the BCN Search box to find all the subscriptions for a specific reseller (by typing the reseller number).
- Select search criteria such as Subscription ID, End customer, End customer ID, Reseller PO and Agreement ID depending on your preference.