Using Client References		 Updated: Jul 20, 2004


Overview
Useful for cross charging billing to clients or internal departments — or verifying expenses for audit activities.

Order-level client references are available on a default or one-time basis. Item-level client references are also available.

These client reference options can be used separately or together — they are not mutually exclusive. All are optional.

Client references can be up to 20 alphanumeric characters (including symbols and spaces).

Client references will appear in the following places:
  • Delphion Order Accepted page (your receipt) (both online and printable versions)
  • Delphion Completed Order Status
  • Statements
Note: Client references are not editable once the order is completed and you see the Delphion Order Accepted page.

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Order-level client reference

How to create a default order-level client reference during registration:
Use this method to establish a default order-level client reference that is likely to remain the same from order to order — for example, when designating a department within a corporate account.

Instructions assume that you have chosen to register, have selected the appropriate subscription package, and are on the Delphion registration page.

On the Delphion registration page:
  1. Enter the code you want to use in the Default Client Reference field.
  2. Complete all remaining fields on the page.
  3. Click I Accept, Submit Registration to process your registration request.
This default client reference will apply to each order you place on the Delphion website until you change it or override it.
How to create a default order-level client reference during log in:
Use this method to establish a default order-level client reference during log in.
  1. All Delphion Research Log In areas display a Default Client Reference field.
  2. If you have a default established, it will be shown here. To change the default, overtype and click Go.
  3. If you do not have a default established, the Default Client Reference field will be empty. Enter the client reference you want used as the default and click Go.
How to create an order-level client reference for a single order during checkout:
Use this method when one order should use a client reference that is different from any default client reference that may have already been established — or when there is no default established. For this one order, this order-level client reference will supercede any default that may be in effect.

Instructions assume that you are a registered user and have put items in your Shopping Cart.
  1. From the Shopping Cart page, click Checkout.
  2. Delphion returns the Confirm Delphion Order page.
  3. Enter the desired client reference in the Enter order Client Reference field at the top of the screen to create an order-level client reference to be applied to this entire order. Click Add to confirm your entry. For this one order, this entry will supercede any default order-level client reference that may have been already established.
    4. Confirm Delphion Order Graphic
  4. Make any changes/adjustments necessary on the Confirm Delphion Order page.
  5. Click Submit Order to process your order.
 Note: This same method of creating an order-level client reference works when closing out a running order — you will be on the Running Order page (instead of the Shopping Cart page) and you will click Close order (instead of Checkout).


How to change a default order-level client reference:
Once established, a default order-level client reference remains in effect — for each order you complete — until you change it. You can change the default through any of these methods: [back to top]


Item-level client reference
Use these methods to create individual client references for individual items on an order with — or without — an order-level reference. How to create item-level client references during checkout
Instructions assume that you are a registered user and have put items in your Shopping Cart.
  1. From the Shopping Cart page, click Checkout.
  2. Delphion returns the Confirm Delphion Order page.
  3. Click the Client Reference Items link in the top right of your screen.
    4. Confirm Delphion Order graphic
  4. Delphion returns the Confirm Delphion Order page with Enter item Client Reference here fields displayed by each item on the order.
  5. For the first item you wish to create a client reference, enter up to 20 alphanumeric characters (including symbols and spaces) to create an item-level client reference to be applied to this item on this order.
  6. Click Add to enter your client reference for your first item.
  7. Delphion returns the Confirm Delphion Order page showing the item-level client reference you created.
    8. Confirm Delphion Order graphic
  8. Repeat steps 5 thru 7 for each item for which you wish to create a client reference.
  9. When all appropriate items are references, click Submit Order to process your order.
 Note: This same method of creating item-level client references works when closing out a running order — you will be on the Running Order page (instead of the Shopping Cart page) and you will click Close order (instead of Checkout).

How to create item-level client references from the PDF Express, Data Extract, or PatentLab-II Result Set tabs
From the Delphion Result Set tab from which you are creating your PDF Express download, Data Extract download, or PatentLab-II analysis, enter a client reference in the Client Reference field (shown following) to create an item-level client reference for this one PDF Express, Data Extract, and PatentLab-II item.

Graphical image of the results page

If you have an established default order-level client reference, it will appear in the Client Reference field when your Result Set tab first displays.

Overwriting this established default order-level client reference from this location on your PDF Express, Data Extract, and PatentLab-II Result Set tab will create an item-level client reference for this one PDF Express, Data Extract, and PatentLab-II item. The order-level default will remain unaltered.

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Client references for Time Tracking
Time spent on the Delphion website can be tracked against client references using Time Tracking (available to Delphion’s Unlimited and Premier contract accounts).

Even though a client reference is used for Time Tracking, it will not result in order- or item-level billing entries. Time Tracking only tracks elapsed time. Find out more about Time Tracking in the Delphion Help Center.

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