Consumption Based Licensing Log

This program enables you to view your current document credit balance, as well as access the SYSPRO Customer Portal for credit replenishment when using Document Services.

Exploring

Things you can do in this program include:

  • View current document credit balance

  • Replenish document credits

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Administration > Consumption Based Licensing

Overview topic

Document Services: Purchase Order to Sales Order

Setup programs

Customers

Processing programs

Sales Order Entry

Sales Order Entry Express

Query programs

Customer Query

Starting

To use the Document Services feature, the following must be installed and/or configured:

  • The following service must be installed:

    SYSPRO 8 Cognitive Service

    • The machine or server where this service is installed must have an active internet connection.

    • For the SYSPRO 8 Cognitive Service to work, the __SRS operator is required. This a standard operator which is created by the system.

  • The following setup option(s) must be configured within the Setup Options program:

    • Cognitive service

      • Service endpoint

      • Data center for AP Invoice OCR

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

Solving

You can purchase document credits by accessing the SYSPRO Customer Portal directly from within the Consumption Based Licensing Log program. To do this, simply select the Top Up button.

Once you have opened and signed into the SYSPRO Customer Portal page within your browser:

  1. Select Top Up.

    The Transaction Top Up window is displayed.

  2. Select the amount of credits you would like to purchase in the Total field.

  3. Enter a reference in the Reference field.

  4. Select Submit.

  5. In SYSPRO, select the Refresh the Current Credit Balance button in the Consumption Based Licensing Log program to reflect the purchased credits.

You can view your available credits in the Current Balance field within the Consumption Based Licensing Log program. Select the Refresh the Current Credit Balance button to refresh the field if required.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you define the time period for the transactions displayed within the listview.

This opens the Filter Options pane.

This indicates your current available balance of document credits.

This refreshes the current document credit balance.

This redirects you to the SYSPRO Customer Portal page within your browser, from where you can purchase additional document credits.

This applies the filter options defined to the transactions displayed in the Transactions listview.

This clears the filter options defined.

This closes the filter pane.

Field Description

Transaction date

This lets you indicate a date range for the transactions displayed within the listview.

Operator

This lets you indicate the operators defined against the transactions that you want displayed within the listview.

Category

This lets you indicate the category of transactions that you want displayed within the listview.

Program

This lets you indicate the programs recorded from the transactions that you want displayed within the listview.

This listview provides a list of all transactions which have utilized document credits, based on the filter options defined.