Assigning company references and cost centers

The Partner Portal lets you submit your own internal or your customers' purchase references at the time of ordering. Such references are then shown in the corresponding billing files from Pexip. You can set and manage the references on a customer level, license-plan level or subscription level.

Note that Pexip does not need a purchase order (PO) for anything that can be ordered in the Partner Portal.

Adding and changing company details

To add or modify a company's references and cost centers, select the company you want to edit.

Company reference

Under Company details use the Reference field to add a company-level reference that will show on the Invoice PDF (page 2), Summary Billing file, Detailed Billing file, and License Consumers file.

Cost centers

Under Company details you can add, edit or remove cost center items needed for each customer.

For each license plan, you can add, edit or remove any of the pre-defined cost centers using the Edit Plan option under the Actions menu. The assigned cost center will show on the Summary Billing file and Detailed Billing file.

Note that only portal users with Purchasing privilege can edit a license plan.

A cost center can also be set at the consumer level (EUL user, VMR, Endpoint subscription etc). These references are shown on the License Consumers file.

References / description tag

For each license plan, you can add, edit or remove a free-text Purchase reference field. This can either be set when the license plan is purchased or later using the Edit Plan option under the Actions menu. This reference is shown on the Detailed Billing file under the Description tag column.

Note that only portal users with Purchasing privilege can edit a license plan.

A Description tag can also be set at the consumer level (EUL user, VMR, endpoint subscription etc). These references are shown on the License Consumers file.

Here are some example settings for a User: