How to Use Filters to Search for Subscriptions in Xvantage for Associates

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Overview:

This article illustrates how to search for subscriptions in X4A using filters.

Process:

  1. Go to My Apps and open Okta.
  2. In Okta search for Xvantage for Associates (X4A) and open it.
  3. In the left navigation bar, click on Sales then select Subscriptions.
  4. 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. 
  5. Choose the country from the drop-down menu then click Submit. 
  6. Click All Filter located on the top right of the page.
  7. Select the status/statuses to search based on between: Active, Pending, Graced, Expired, Terminated, Cancelled, Admin Hold, Credit Hold and Full Hold.
  8. Click the Apply button to apply the chosen status.
  9. Use the BCN Search box to find all subscriptions for a specific reseller (by typing the reseller number).
  10. Press Enter on your keyboard to generate the search. The results will appear below. 
  11. Click the Clear Search button to clear your current search and start a new one.