Purchase Method

You can define purchase methods that Analysts can select to describe the ways CMDB items can be purchased when specifying the CMDB item details.

Defining a Purchase Method

Before you start

You must have CMDB Setup enabled within your General Access security role in order to configure any CMDB administration settings. Depending on if or how your system is partitioned, ensure that you are working in the correct partition.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane expand CMDB.

  2. Select Purchase Method to open the window. Existing purchase methods are displayed in alphabetical order.
  1. Select . A new row is added to the browse table.
  2. In the blank row, type the name or description of the new purchase method you want to create. You can use up to twenty characters.
  3. Repeat for each purchase method you want to create.
  4. Select to save the changes. Provide the Change Reasons if prompted to do so.

Once you select , the browse table displays the entries in alphabetical order.

Renaming a Purchase Method

Before you start

You must have CMDB Setup enabled within your General Access security role in order to configure any CMDB administration settings. Depending on if or how your system is partitioned, ensure that you are working in the correct partition.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane expand CMDB.

  2. Select Purchase Method to open the window. Existing purchase methods are displayed in alphabetical order.
  1. Select the purchase method entry you want to rename.
  2. Overtype with the new name you want to assign to the selected purchase method. You can use up to twenty characters.
  3. Select to save the changes. Provide the Change Reasons if prompted to do so.
  4. Once you select , the browse table displays the entries in alphabetical order.

Deleting a Purchase Method

Before you start

You must have CMDB Setup enabled within your General Access security role in order to configure any CMDB administration settings. Depending on if or how your system is partitioned, ensure that you are working in the correct partition.

You cannot reverse this procedure. If you delete a purchase method by mistake, you have to re-create the entry by creating a new purchase method.

  1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed . In the Explorer pane expand CMDB.

  2. Select Purchase Method to open the window. Existing purchase methods are displayed in alphabetical order.
  1. Select the purchase method entry you want to delete.
  2. Select . If you attempt to delete the system default, you will receive a warning message.
  3. Select to save the changes. Provide the Change Reasons if prompted to do so.