TD SYNNEX StreamOne Ion

The platform allows you to capture internal and end customer purchase order numbers associated with an account, project or subscription using the Cloud Account Fields.   The settings apply to all cloud vendor products supported in the platform.

Creating custom Cloud account fields to capture purchase orders.

1. From the Settings menu, select Cloud account fields under the Cost Management section of the screen.

Cloud account fields are specific to the subscription, project, or account, allowing you to have multiple POs associated the orders placed under the customer.

2. From the Cloud account fields table, click Add.

3. Enter the field name (using no spaces)

4. Enter a label for the field created (spaces are acceptable)

5. Toggle ON Show in 360

6. Click Save

Figure 1 - Example of Add screen for cloud account field

Figure 2: Example of Edit screen for the cloud account field 

The Include in Billing Report provides the option to add field data to reports.

The Show in 360 provides the option to view PO data in the Manage Product Table under a customer profile.  We call this view "Customer 360."  The entry fields appear when provisioning or when the user makes a purchase or places an order.

Adding Purchase Order information on an order

This article assumes you have knowledge on how to place an order using the platform. For reference, click this link to a video that shows you how:  How to place an order for Microsoft New Commerce Experience subscription

1. When you place an order in the platform and click the shopping cart, the Cart & Checkout screen displays.

2. Click Configure to continue.  There are a series of screens supporting systems for Microsoft account configuration.

3. The first Microsoft Account Configuration window is related to GDPR.  Choose an option and click Continue.

4. The second Microsoft Account Configuration window confirms end-customer information.  From this screen, you can enter purchase order information.

5. Select a Billing Data Alignment setting from the list of options.

Editing Purchase Order information on an order

To edit the purchase order information on an existing order, follow these steps:

1. Select a Customer

2. Navigate Products > Manage Products

3. Select an order from the list

4. Click Manage

4. Click the Modify Subscription option.  From the Modify Subscription window you can edit the purchase order fields.

5. Click Update to save the changes.

To see the changes reflected on the platform, click refresh on your browser.  It can take an hour for the system to refresh.

Follow the steps outlined above to add purchase order information to existing subscriptions.

Adding Purchase Order information to a report

This article assumes you have knowledge on how to customize reports in the platform. Refer to this article for detailed instruction on how to create a custom report:  Reports Overview

You can add purchase order information to your reports under Options > Manage Cloud Account Fields

Taking this action makes the fields available to 'add' to a report.

1. Next, select Manage Report Columns

2. Scroll to the bottom of the list of Available fields to find the cloud account fields you added in the above step.

3. Add the fields to the report.

4. Click Update Report

To submit a support request, in StreamOne Ion, click the "?" icon in the upper right menu bar or click the Support button in the menu. Alternatively, you can click Submit a ticket in the Knowledge Base. Fill out all mandatory fields, or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.