Before I processed a purchase, I added a license related to it and then saved it. However, the purchase now appears only in the All Purchases section and not the Processed Purchases section, even though it has a license assigned to it. Why is this?
‎Jan 15, 2020 01:29 PM
@cindlop , I find it's usually best practice to NOT directly link the license to the purchase, and instead create the purchase, then from the unprocessed purchases view, process the purchase to link it to the license. There are a few extra behind the scenes actions that take place during this process. I guess moving the purchase to the Processed Purchases view is one of those.
‎Jan 15, 2020 01:52 PM
I see, thank you! That's what I had been doing initially. I had done it the second way to see what the difference was.
‎Jan 15, 2020 02:07 PM