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== Creating Masterdata ==
 
== Creating Masterdata ==
  
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With ICM, you can create and use the Masterdata for your Agreements.
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With ICI, you can create and use the Masterdata for your Agreements.
  
 
'''To create Masterdata:'''
 
'''To create Masterdata:'''
  
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1. '''Click '''''Configuration ''on My Dashboard''. '' The ''Configuration ''page opens''. ''
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1. '''Click '''"Home"> "Configure"> "Masterdata". The "Masterdata" page opens. 
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<div class="image-green-border">[[File:MasterData LandingPage.png|720px]]</div>
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2.&nbsp;'''Click&nbsp;'''"Create" on the "Masterdata"&nbsp;page. The "Create Masterdata"&nbsp;page opens.&nbsp;
  
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2.&nbsp;'''Click&nbsp;'''''Masterdata&nbsp;''on the&nbsp;''Configuration&nbsp;''page. The&nbsp;''Masterdata&nbsp;''page opens.&nbsp;
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The Create Masterdata page consists of 2 sections:
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3.&nbsp;'''Click&nbsp;'''''Create Masterdata&nbsp;''on the&nbsp;''Masterdata&nbsp;''page. The&nbsp;''Create Masterdata&nbsp;''page opens.&nbsp;
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The ''Create Masterdata'' page consists of 2 sections:
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:
 
:
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'''Masterdata Details'''
 
'''Masterdata Details'''
  
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The&nbsp;''Masterdata details'' section&nbsp;consists of two fields:
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The&nbsp;Masterdata details section&nbsp;consists of three&nbsp;fields:
  
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:
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*Category: '''Select''' the appropriate category.  
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:*Category: '''Select''' the appropriate category.  
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*Masterdata:&nbsp;'''Select''' the appropriate Masterdata category.  
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*Masterdata Description: This field&nbsp;facilitates users to select the desired Masterdata Contract Type.
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:
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<div class="image-green-border">[[File:CreateMasterDataDetails.png|600px]]</div>
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:*Masterdata:&nbsp;'''Select''' the appropriate Masterdata category.  
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3.&nbsp;'''Click'''&nbsp;"Next".&nbsp;The "Attribute"&nbsp;tab opens.
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<div class="note-box">'''Note''': ICI system provides standard, as well as customized&nbsp;Create Masterdata&nbsp;feature. The attributes you define while creating the&nbsp;Masterdata&nbsp;Contract Type is displayed in the&nbsp;Attributes&nbsp;tab (while creating masterdata).</div>  
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4.&nbsp;'''Click''' ''Next.&nbsp;''The&nbsp;''Attribute&nbsp;''tab opens.
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<div class="note-box">'''Note''': ICM system provides standard, as well as customized&nbsp;''Create Masterdata&nbsp;''feature. The attributes you define while creating the&nbsp;''Masterdata&nbsp;''Contract Type appear in the&nbsp;''Attributes&nbsp;''tab (while creating masterdata).</div>  
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'''Attributes'''
 
'''Attributes'''
  
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On the ''Attributes'' tab, you add different attributes to the masterdata:
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On the Attributes tab, you add different attributes to the masterdata:
  
 
*Name: '''Type&nbsp;'''the name of the masterdata.&nbsp;  
 
*Name: '''Type&nbsp;'''the name of the masterdata.&nbsp;  
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*Company Phone Number:&nbsp;'''Select''' an appropriate category from list.  
 
*Company Phone Number:&nbsp;'''Select''' an appropriate category from list.  
 
*Company Profit:&nbsp;'''Select''' an appropriate category from list.  
 
*Company Profit:&nbsp;'''Select''' an appropriate category from list.  
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*Company Project User:&nbsp;'''Click''' [[File:Owner.jpeg|RTENOTITLE]]. The ''Select User'' box appears. Under ''Select User'', select an appropriate project user. Alternatively, in the ''Search User'' box, type the name of the desired user, and '''click'''&nbsp;the ''Search&nbsp;''icon. Use the scroll arrows Scroll &nbsp;to scroll through users. '''Click''' ''Add'' to add the user.  
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*Company Project User:&nbsp;'''Click'''&nbsp;the "Add User" icon. The "Select User" box opens. Under "Select User", select an appropriate project user. Alternatively, in the "Search User" box, type the name of the desired user, and '''click'''&nbsp;the Search&nbsp;icon. Use the scroll arrows Scroll &nbsp;to scroll through users. '''Click'''&nbsp;"Add" to add the user.  
 
*Company URL:&nbsp;'''Type''' the official company URL. In the Link Text box, '''type''' free text.  
 
*Company URL:&nbsp;'''Type''' the official company URL. In the Link Text box, '''type''' free text.  
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*Contract Description:&nbsp;'''Type''' a description for the Contract.  
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*Contract Description:&nbsp;'''Type''' a description for the Contract. This&nbsp;field helps users to select the desired Contract Type.  
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*Contract Value:&nbsp;'''Select''' an appropriate category and then select appropriate currency from the ''Select Currency'' list.  
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*Contract Value:&nbsp;'''Select''' an appropriate category and then select appropriate currency from the Select Currency list.  
  
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6. '''Click''' ''Save''.&nbsp;If the approval workflow is enabled in the Masterdata contract type for this instance, then after saving the Attributes page, ''Masterdata'' details page will appear.
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4. '''Click'''&nbsp;"CREATE".&nbsp;If the approval workflow is enabled in the Masterdata contract type for this instance, then after saving the Attributes page, "Masterdata" details page opens.
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<div class="image-green-border">[[File:CreateMasterDataAttributes.png|600px]]</div>
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5. '''Click'''&nbsp;"Team"&nbsp;in the left pane.
  
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7. '''Click'''&nbsp;''Team''&nbsp;in the left pane.
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6. After you '''click '''"Team"&nbsp;it will display the rule based Approvers for this instance. Now '''click'''&nbsp;"Send For Approval" to send it further for the approval.
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<div class="image-green-border">[[File:Materdata Team..png|Create Masterdata]]</div>
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8. After you '''click&nbsp;'''''Team''&nbsp;it will display the rule based Approvers for this instance. Now '''click''' ''Send For Approval'' to send it further for the approval.
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9. In case approval workflow is not enabled for this instance, it will simply create the Masterdata.
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7. In case approval workflow is not enabled for this instance, it will simply create the Masterdata.
 
<div class="note-box">'''Note''': Masterdata will be visible to the users of an organization unit only if they are part of it.&nbsp;</div>  
 
<div class="note-box">'''Note''': Masterdata will be visible to the users of an organization unit only if they are part of it.&nbsp;</div>  
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== Editing Masterdata ==
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== Applying filters on Masterdata records ==
  
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In ICM, you can create and edit Masterdata for your Agreements. You can edit the Masterdata&nbsp;to update any information which was either not provided or was not correct.&nbsp;
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You can apply multiple filters while referencing values from any master records. You can predefine filters or apply them based on the attribute values for the selected attributes while entering the details.&nbsp;<br/> <br/> Users can now:
  
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To edit the Masterdata:
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*Define UI based configuration for multiple static and dynamic filters for the referred masterdata&nbsp;
 +
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined configured static filters while working with agreements/amendments
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*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined dynamic filters as the user keys in the values for the selected attributes marked as filters while working with agreements/amendments
  
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1. '''Click''' ''Configuration'' tile on ''My Dashboard.'' The&nbsp;''Configuration''&nbsp;page opens.
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=== Configuring Static and Dynamic filters on Masterdata records ===
  
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2.&nbsp;'''Click''' ''Masterdata&nbsp;''tile. The ''Masterdata&nbsp;''page opens.&nbsp;
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'''To configure static filters:'''<br/> <br/> Let us consider an example where Automation Country Master is a Masterdata Contract Type having attributes such as Country Name, Country Name String, Identifier Attribute and Name for Cascade and Lookup. We are configuring a static filter where Country Name String attribute must not contain the country West Indies.<br/> <br/> 1. '''Click '''the "Add Filter Configuration" icon. The "Filter Configuration" window opens for the master record "Automation Country Master".
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<div class="note-box">'''Note''': The "Add Filter Configuration"icon is enabled only when the user selects a master record Contract Type.&nbsp;</div>
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2. '''Toggle '''"On"for the"Is Mandatory"field.&nbsp;
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<div class="note-box">'''Note''': "Is Mandatory" toggle "On" indicates that filter cannot be removed.&nbsp;</div>
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3. '''Select '''"Must Not" from the "Operator Type" drop-down list. The Country Name String attribute must not contain the country West Indies.
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<div class="note-box">'''Note''': The Must/Must Not operator type sets the binding condition on the Attributesvalues.&nbsp;</div>
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4. '''Select '''Country NameString from the "Attributes" drop-down list.&nbsp;The Country Name Stringattribute displays the names of countries.
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5. '''Select''' the checkbox for the country. For example, the West Indies.
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6. '''Click '''"Apply"to view the output on the right side of the filter.
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7. '''Click'''&nbsp;"Save". The Attribute updated successfully window opens.
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8. '''Enter''' the details in the remaining Association, Display Preference, Team, and Verify tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add the filter to its existing attribute.<br/> <br/> A Static filter is configured on the Masterdata record where Country Name String attribute must not contain the country West Indies.<br/> <br/> '''To Configure Dynamic filters on Masterdata records:'''<br/> <br/> 1. '''Click''' the "Add Filter Configuration" icon. The "Filter Configuration" window opens for the master record Automation Country Master.
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2. '''Toggle '''"On" for the "Is Dynamic" field.&nbsp;<br/> &nbsp;
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<div class="note-box">'''Note''': Is Dynamic toggle On indicates that the filter is a dynamic filter.&nbsp;</div>
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3. '''Select'''&nbsp;"Must" from the "Operator Type" drop-down list.&nbsp;
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<div class="note-box">'''Note''': The Must/Must Not operator type sets the binding condition on the Attributes values.&nbsp;</div>
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4. '''Select''' Country Name String from the Contract Type Attribute drop-down list.
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5. '''Select''' Country Name from the Linked To drop-down list.&nbsp;
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<div class="note-box">'''Note''': The Contract Type Attribute drop-down list displays the attributes of Agreement Contract Type (Country Name String). The Linked To drop-down list displays the attributes of Masterdata Contract Type (Country Name). &nbsp;Thus, Country Name String attribute value is dynamically linked to the attribute value of Country Name.</div>
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6. '''Click '''"Apply".
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7. '''Click'''&nbsp;"Save". The "Attribute updated successfully" window opens.
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&nbsp;8. '''Enter '''the details in the remaining Association, Display Preference, Team, and Verify tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add a filter to its existing attribute.<br/> <br/> A Dynamic filter is configured where Country Name String attribute value is dynamically linked to the attribute value of Country Name.
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For more information about&nbsp;Static and Dynamic Filters at Agreement level, see Adding Static and Dynamic Filters''''.'''
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=== Defining IN operator when applying lookup filters&nbsp; ===
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In ICI, the configurator can filter the lookup masterdata table with Must&nbsp;and Must Not&nbsp;conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.&nbsp;
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ICI provides the ability to configure a lookup attribute using the IN&nbsp;filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.
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Configurators can now:&nbsp;
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*Use the "IN"&nbsp;operator in the lookup filter attribute on agreement contract types.
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*View the applied filter on the "Attributes"&nbsp;page on the UI for the selected attribute.
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Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute.&nbsp;
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 +
Let us consider an example of masterdata with attributes- Automation Region Master (Region ID, Region Name, and Short Name), Sales Type Master (Sale Type, Sale Region) and Automation Country Master (Region Sale Type, Country Name String).&nbsp;<br/> A multi-select attribute Region Sale Type in Automation Country Master looks up to an attribute Sale Type in the Sales Type Master. And a multi-select attribute Sale Region in Sales Type Master looks up to an attribute Region Name in the Automation Region Master.<br/> Users can display values from the Automation Country Master based on the values selected from the Sales Type Master which looks up to the Automation Region Master, using IN operator in Dynamic/Static filters.<br/> Users can add attributes and configure lookups and filters while creating a new contract type or editing an existing contract Type.
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To configure masterdata Lookups in agreement contract type:&nbsp;
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1.&nbsp;'''Click'''&nbsp;"Configure"&nbsp;> "Contract Types">"Create". The "Create Contract Type" page opens.
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2.&nbsp;'''Select'''&nbsp;"Agreement" and '''click'''&nbsp;"Next". The "Create Contract Type" page opens.
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3.&nbsp;'''Enter&nbsp;'''Contract Type Name.&nbsp;For example,&nbsp;Master Services Agreement.&nbsp;
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4.&nbsp;'''Click''' Next. The Attributes tab opens.
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5.&nbsp;'''Add''' attribute from "Available Attribute" sections to "Selected Attribute" section using action arrows. For example, Sale Country. The Edit Attribute section for the selected attribute opens
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6.&nbsp;'''Toggle''' the "Is Lookup" field to On. The Lookup section opens.
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7.&nbsp;&nbsp;'''Select''' a Contract Type for the attribute to look up to in a Select Contract Type field.
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8.&nbsp; '''Select''' an attribute from the selected masterdata to look up to in a Select Attribute field.
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<div class="image-green-border">[[File:ContractType AttributeMapping.png|720px]]</div>
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Similarly, configure attribute Sale Type looking up to the attribute Sale Type in the Sale Type Master, and the attribute Sale Region looking up to the attribute Short Name in the Automation Region Master.
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 +
To configure&nbsp;static&nbsp;lookup filters with IN operator:&nbsp;
 +
 
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1.&nbsp;'''Click'''&nbsp;"Add Filter Configuration" icon next to the Select Contract Type field. The Filter Configuration window for the selected contract type, here "Automation Country Master", opens.
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2.&nbsp;'''Toggle''' the "Is Dynamic" field to Off.
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3.&nbsp;'''Toggle&nbsp;'''the "Is Mandatory"&nbsp;field to "On"&nbsp;if required.&nbsp;
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4.&nbsp;'''Select'''&nbsp;"IN" from the Operator Type drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.
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<div class="note-box">'''Note''':&nbsp;The IN operator can filter the values in the comma separated format.</div>
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5. '''Select''' the Attributes from the masterdata to set up the filter upon. For example, Region Sale Type.
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<div class="note-box">'''Note''':&nbsp;The Attributes field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.</div>
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6.&nbsp;'''Enter''' values in a comma separated format in the field. For example, MPX, Reseller.
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<div class="image-green-border">7.&nbsp;'''Click''' Apply . The filter will display records where Region Sale Type values are in the entered values, MPX &nbsp;and Reseller. The separate filter tags will be generated for each filter value.</div>
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8.&nbsp;'''Close&nbsp;'''the window. The&nbsp;Attributes&nbsp;tab opens again.&nbsp;
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To configure&nbsp;dynamic lookup&nbsp;filters with IN operator:
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1. '''Click'''&nbsp;"Add Filter Configuration" icon next to the Select Contract Type field. The Filter Configuration window for the selected contract type, here Automation Country Master, opens.
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2.&nbsp;'''Toggle''' the "Is Dynamic" field to "On".
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3.&nbsp;'''Toggle''' the "Is Mandatory" field "On", if required.
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4. '''Select'''&nbsp;"IN" from the "Operator Type" drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.
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<div class="note-box">'''Note''':&nbsp;The "IN&nbsp;"operator can filter the values in the comma separated format.</div>
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5.&nbsp;'''Select''' the Contract Type Attribute from the current contract type. For example, Sale Type from Master Services Agreement.
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6.&nbsp;'''Select''' Linked To attribute from the masterdata to set up the filter upon. For example, Region Sale Type.
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<div class="note-box">'''Note''':&nbsp;The "Linked To" field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 620411 3.png|720px|7.15 620411 3.png]]</div>
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The filter will display records where Region Sale Type values are in the selected Contract Type Attribute- Sale Type.
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7.&nbsp;'''Close&nbsp;'''the window. The "Attributes"&nbsp;tab opens again.&nbsp;
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Similarly, set up the filters for the attribute Sale Type with Contract Type Attributeas Sale Region and Linked To as Sale Region with the Operator Type as IN.
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The Filter will display values in the Sale Country field for Master Services Agreement where attribute Sale Region’s values from Sale Type Master are in the selected current Contract Type Attribute- Sale Type values.&nbsp;
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8..&nbsp;'''Click'''&nbsp;"Apply".
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9.&nbsp;'''Close''' the window. The "Attributes" tab opens again.
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10.'''Click'''&nbsp;"Save". The "Attribute" will be saved.
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11. '''Click''' Next. The "Association" tab opens.
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12.&nbsp;'''Enter''' the details in the Association, Display Preference, and Team tabs and verify the entered details on the Verify tab.
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13.&nbsp;'''Click''' Update and then publish and approve the Contract Type following standard ICI workflows.&nbsp;
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'''Using IN operator in filters during Agreement creation&nbsp;'''
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To add filters:&nbsp;
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1.&nbsp;'''Click''' the "Agreements"&nbsp;> "Create". &nbsp;The "Create Agreement" page opens.
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2.&nbsp;'''Select''' the "Contract Type&nbsp;Name". For example, Master Services Agreement.
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3. '''Select''' Type Of Paper. For example, "Own".
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4. '''Click'''&nbsp;"Next". The "Attributes" tab opens.
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<div class="image-green-border">[[File:8.0-Masterdata6.PNG|500px|8.0-Masterdata6.PNG]]</div>
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5.&nbsp;'''Select''' the "Sale Region". For example, US-W.
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6. '''Select''' the "Sale Type". For example, MPX and Reseller. The Sale Type will display values based on the selected value in the "Sale Region" field.
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7.&nbsp;'''Click''' the "Filtered Lookup" Search or Add New Record icon next to Sale Type field. The "Lookup Search" window for Sale Type opens.
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<div class="image-green-border">The&nbsp;"Lookup Search" window displays the records based on the applied filter with IN operator at contract type level. Users can remove the existing filter and lookup by applying different filters.</div>
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8.&nbsp;'''Close''' the window. The "Attributes" page opens again.
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<div class="image-green-border">9.&nbsp;'''Select''' the "Sale Country". For example, "CAN". The "Sale Country" will display values based on the selected value in the Sale Type field.</div>
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10.&nbsp;'''Click''' the "Filtered Lookup Search" or "Add New Record" icon next to "Sale Country" field. The "Lookup Search" window for "Sale Country" opens.
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The "Lookup Search" window displays the records based on the applied filter with "IN" operator at contract type level. Users can remove the existing non-mandatory filters &nbsp;and lookup by applying different filters.
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11. '''Close''' the window. The "Attributes" page opens again.
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12. '''Click'''&nbsp;"Next". The "Select Template" page opens.
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13. '''Select''' the Template and '''click'''&nbsp;"Next". The "Verify" page opens.&nbsp;
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14. '''Verify''' the details and '''click'''&nbsp;"Create". The agreement is created.&nbsp;
 +
 
 +
== Editing Masterdata ==
 +
 
 +
In ICI, you can create and edit Masterdata for your Agreements. You can edit the Masterdata&nbsp;to update any information which was either not provided or was not correct.&nbsp;
 +
 
 +
To edit the Masterdata:
  
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3.&nbsp;'''Click'''&nbsp;''View''&nbsp;&nbsp;icon&nbsp;next to the&nbsp;Masterdata&nbsp;that you want to edit.The&nbsp;Masterdata Details&nbsp;page opens.
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1. '''Click'''&nbsp;"Configure"&nbsp;tile on the "Home" page and then&nbsp;'''click&nbsp;'''"Masterdata". The "Masterdata" page opens.
  
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4. '''Click'''&nbsp;Edit. The&nbsp;''Edit Masterdata&nbsp;''page&nbsp;opens.
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2.&nbsp;'''Click'''&nbsp;"View Details"&nbsp;next to the&nbsp;Masterdata&nbsp;that you want to edit.The&nbsp;Masterdata "Details" page opens.
  
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5. '''Edit'''&nbsp;the required information&nbsp;and '''click'''&nbsp;''Update''.
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3. '''Click'''&nbsp;Edit. The "Edit Masterdata"&nbsp;page&nbsp;opens.
  
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6.&nbsp;'''Click''' ''Deactivate'' on&nbsp;''Masterdata Details''&nbsp;page to deactivate the&nbsp;Masterdata. The deactivated Masterdata cannot be used for future transactions, though it remains searchable and visible in the Masterdata list.<br/> When you '''click''' ''Update'', the modifications will be saved.
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4. '''Edit'''&nbsp;the required information&nbsp;and '''click'''&nbsp;"Update".
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<div class="image-green-border">[[File:EditingMasterData.png|500px]]</div>
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6.&nbsp;'''Click'''&nbsp;"Deactivate" on&nbsp;Masterdata "Details"&nbsp;page to deactivate the&nbsp;Masterdata. The deactivated Masterdata cannot be used for future transactions, though it remains searchable and visible in the Masterdata list.<br/> When you '''click'''&nbsp;"Update", the modifications will be saved.
  
 
== Searching Masterdata ==
 
== Searching Masterdata ==
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To search the masterdata:
 
To search the masterdata:
  
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1.&nbsp;'''Click''' ''Configuration'' tile on&nbsp;My Dashboard. The&nbsp;''Configuration&nbsp;''page opens.
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1.&nbsp;'''Click'''&nbsp;"Configure" tile on the "Home" page and then '''click '''"Masterdata". The "Masterdata"&nbsp;page opens.
  
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2.&nbsp;'''Click''' ''Masterdata'' on Configurations page. The&nbsp;''Masterdata'''&nbsp;'''''page opens.
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2.&nbsp;Under "Search For", '''click'''&nbsp;"Select Field" list.
  
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3. Under ''Search For'', '''click''' ''Select Field'' list. '''Select''' an appropriate field from the list. The number in the bracket denotes the number of masterdata records that meet the search criteria. You can also select multiple options.To narrow down your search, enter free text in the ''Custom Keyword'' text box, and then '''click''' ''Apply''.
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3.&nbsp;'''Select''' an appropriate field from the list. The number in the bracket denotes the number of masterdata records that meet the search criteria. You can also select multiple options.To narrow down your search, enter free text in the "Custom Keyword" text box, and then '''click'''&nbsp;"Apply".
  
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4. Alternatively, '''type''' ''keywords'' in the ''search'' box provided above the list of existing masterdata records. A list of relevant master data records is displayed.
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4. Alternatively, '''type'''&nbsp;"keywords" in the "search" box provided above the list of existing masterdata records. A list of relevant master data records is displayed.
  
 
You can enhance your search by using any of the following methods:
 
You can enhance your search by using any of the following methods:
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|}
 
|}
  
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You can also view your saved search terms. In the ''More Searches'' box, select your saved search, and '''click''' [[File:Fav.jpeg|RTENOTITLE]] to mark the ''search term as favorite''.<br/> You can find your marked favorites below the tiles.
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You can also view your saved search terms. In the More Searches box, select your saved search, and '''click'''&nbsp;the Add to Favorites icon&nbsp;to mark the search term as favorite.<br/> You can find your marked favorites below the tiles.
  
 
'''Related Topics''': [[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;&nbsp;[[Configuration|Configuration]]
 
'''Related Topics''': [[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;&nbsp;[[Configuration|Configuration]]

Latest revision as of 09:08, 20 January 2022

Masterdata

Creating Masterdata

With ICI, you can create and use the Masterdata for your Agreements.

To create Masterdata:

1. Click "Home"> "Configure"> "Masterdata". The "Masterdata" page opens. 

MasterData LandingPage.png

2. Click "Create" on the "Masterdata" page. The "Create Masterdata" page opens. 

The Create Masterdata page consists of 2 sections:

  • Masterdata details
  • Attributes

Masterdata Details

The Masterdata details section consists of three fields:

  • Category: Select the appropriate category.
  • Masterdata: Select the appropriate Masterdata category.
  • Masterdata Description: This field facilitates users to select the desired Masterdata Contract Type.
CreateMasterDataDetails.png

3. Click "Next". The "Attribute" tab opens.

Note: ICI system provides standard, as well as customized Create Masterdata feature. The attributes you define while creating the Masterdata Contract Type is displayed in the Attributes tab (while creating masterdata).

Attributes

On the Attributes tab, you add different attributes to the masterdata:

  • Name: Type the name of the masterdata. 
  • Effective Date: Select an appropriate effective date.
  • Expiry Date: Select an appropriate expiry date.
  • Masterdata Code: This is a system generated code.
  • Party Address: Type the party address.
  • Party Name: Type the party name.
  • Company Address: Select an appropriate category from list.
  • Select File: Upload the Company Contract Document.
  • Company Creation date: Select an appropriate company creation date.
  • Company Details: Type appropriate company details.
  • Company Email: Type the official company email address.
  • Company Phone Number: Select an appropriate category from list.
  • Company Profit: Select an appropriate category from list.
  • Company Project User: Click the "Add User" icon. The "Select User" box opens. Under "Select User", select an appropriate project user. Alternatively, in the "Search User" box, type the name of the desired user, and click the Search icon. Use the scroll arrows Scroll  to scroll through users. Click "Add" to add the user.
  • Company URL: Type the official company URL. In the Link Text box, type free text.
  • Contract Description: Type a description for the Contract. This field helps users to select the desired Contract Type.
  • Contract Value: Select an appropriate category and then select appropriate currency from the Select Currency list.

4. Click "CREATE". If the approval workflow is enabled in the Masterdata contract type for this instance, then after saving the Attributes page, "Masterdata" details page opens.

CreateMasterDataAttributes.png

5. Click "Team" in the left pane.

6. After you click "Team" it will display the rule based Approvers for this instance. Now click "Send For Approval" to send it further for the approval.

7. In case approval workflow is not enabled for this instance, it will simply create the Masterdata.

Note: Masterdata will be visible to the users of an organization unit only if they are part of it. 

Applying filters on Masterdata records

You can apply multiple filters while referencing values from any master records. You can predefine filters or apply them based on the attribute values for the selected attributes while entering the details. 

Users can now:

  • Define UI based configuration for multiple static and dynamic filters for the referred masterdata 
  • Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined configured static filters while working with agreements/amendments
  • Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined dynamic filters as the user keys in the values for the selected attributes marked as filters while working with agreements/amendments

Configuring Static and Dynamic filters on Masterdata records

To configure static filters:

Let us consider an example where Automation Country Master is a Masterdata Contract Type having attributes such as Country Name, Country Name String, Identifier Attribute and Name for Cascade and Lookup. We are configuring a static filter where Country Name String attribute must not contain the country West Indies.

1. Click the "Add Filter Configuration" icon. The "Filter Configuration" window opens for the master record "Automation Country Master".

Note: The "Add Filter Configuration"icon is enabled only when the user selects a master record Contract Type. 

2. Toggle "On"for the"Is Mandatory"field. 

Note: "Is Mandatory" toggle "On" indicates that filter cannot be removed. 

3. Select "Must Not" from the "Operator Type" drop-down list. The Country Name String attribute must not contain the country West Indies.

Note: The Must/Must Not operator type sets the binding condition on the Attributesvalues. 

4. Select Country NameString from the "Attributes" drop-down list. The Country Name Stringattribute displays the names of countries.

5. Select the checkbox for the country. For example, the West Indies.

6. Click "Apply"to view the output on the right side of the filter.

7. Click "Save". The Attribute updated successfully window opens.

8. Enter the details in the remaining Association, Display Preference, Team, and Verify tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add the filter to its existing attribute.

A Static filter is configured on the Masterdata record where Country Name String attribute must not contain the country West Indies.

To Configure Dynamic filters on Masterdata records:

1. Click the "Add Filter Configuration" icon. The "Filter Configuration" window opens for the master record Automation Country Master.

2. Toggle "On" for the "Is Dynamic" field. 
 

Note: Is Dynamic toggle On indicates that the filter is a dynamic filter. 

3. Select "Must" from the "Operator Type" drop-down list. 

Note: The Must/Must Not operator type sets the binding condition on the Attributes values. 

4. Select Country Name String from the Contract Type Attribute drop-down list.

5. Select Country Name from the Linked To drop-down list. 

Note: The Contract Type Attribute drop-down list displays the attributes of Agreement Contract Type (Country Name String). The Linked To drop-down list displays the attributes of Masterdata Contract Type (Country Name).  Thus, Country Name String attribute value is dynamically linked to the attribute value of Country Name.

6. Click "Apply".

7. Click "Save". The "Attribute updated successfully" window opens.

 8. Enter the details in the remaining Association, Display Preference, Team, and Verify tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add a filter to its existing attribute.

A Dynamic filter is configured where Country Name String attribute value is dynamically linked to the attribute value of Country Name.

For more information about Static and Dynamic Filters at Agreement level, see Adding Static and Dynamic Filters'.

Defining IN operator when applying lookup filters 

In ICI, the configurator can filter the lookup masterdata table with Must and Must Not conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types. 

ICI provides the ability to configure a lookup attribute using the IN filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.

Configurators can now: 

  • Use the "IN" operator in the lookup filter attribute on agreement contract types.
  • View the applied filter on the "Attributes" page on the UI for the selected attribute.

Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute. 

Let us consider an example of masterdata with attributes- Automation Region Master (Region ID, Region Name, and Short Name), Sales Type Master (Sale Type, Sale Region) and Automation Country Master (Region Sale Type, Country Name String). 
A multi-select attribute Region Sale Type in Automation Country Master looks up to an attribute Sale Type in the Sales Type Master. And a multi-select attribute Sale Region in Sales Type Master looks up to an attribute Region Name in the Automation Region Master.
Users can display values from the Automation Country Master based on the values selected from the Sales Type Master which looks up to the Automation Region Master, using IN operator in Dynamic/Static filters.
Users can add attributes and configure lookups and filters while creating a new contract type or editing an existing contract Type.

To configure masterdata Lookups in agreement contract type: 

1. Click "Configure" > "Contract Types">"Create". The "Create Contract Type" page opens.

2. Select "Agreement" and click "Next". The "Create Contract Type" page opens.

3. Enter Contract Type Name. For example, Master Services Agreement. 

4. Click Next. The Attributes tab opens.

5. Add attribute from "Available Attribute" sections to "Selected Attribute" section using action arrows. For example, Sale Country. The Edit Attribute section for the selected attribute opens

6. Toggle the "Is Lookup" field to On. The Lookup section opens.

7.  Select a Contract Type for the attribute to look up to in a Select Contract Type field.

8.  Select an attribute from the selected masterdata to look up to in a Select Attribute field.

ContractType AttributeMapping.png

Similarly, configure attribute Sale Type looking up to the attribute Sale Type in the Sale Type Master, and the attribute Sale Region looking up to the attribute Short Name in the Automation Region Master.

To configure static lookup filters with IN operator: 

1. Click "Add Filter Configuration" icon next to the Select Contract Type field. The Filter Configuration window for the selected contract type, here "Automation Country Master", opens.

2. Toggle the "Is Dynamic" field to Off.

3. Toggle the "Is Mandatory" field to "On" if required. 

4. Select "IN" from the Operator Type drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.

Note: The IN operator can filter the values in the comma separated format.

5. Select the Attributes from the masterdata to set up the filter upon. For example, Region Sale Type.

Note: The Attributes field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.

6. Enter values in a comma separated format in the field. For example, MPX, Reseller.

7. Click Apply . The filter will display records where Region Sale Type values are in the entered values, MPX  and Reseller. The separate filter tags will be generated for each filter value.

8. Close the window. The Attributes tab opens again. 

To configure dynamic lookup filters with IN operator:

1. Click "Add Filter Configuration" icon next to the Select Contract Type field. The Filter Configuration window for the selected contract type, here Automation Country Master, opens.

2. Toggle the "Is Dynamic" field to "On".

3. Toggle the "Is Mandatory" field "On", if required.

4. Select "IN" from the "Operator Type" drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.

Note: The "IN "operator can filter the values in the comma separated format.

5. Select the Contract Type Attribute from the current contract type. For example, Sale Type from Master Services Agreement.

6. Select Linked To attribute from the masterdata to set up the filter upon. For example, Region Sale Type.

Note: The "Linked To" field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.
 
7.15 620411 3.png

The filter will display records where Region Sale Type values are in the selected Contract Type Attribute- Sale Type.

7. Close the window. The "Attributes" tab opens again. 

Similarly, set up the filters for the attribute Sale Type with Contract Type Attributeas Sale Region and Linked To as Sale Region with the Operator Type as IN.

The Filter will display values in the Sale Country field for Master Services Agreement where attribute Sale Region’s values from Sale Type Master are in the selected current Contract Type Attribute- Sale Type values. 

8.. Click "Apply".

9. Close the window. The "Attributes" tab opens again.

10.Click "Save". The "Attribute" will be saved.

11. Click Next. The "Association" tab opens.

12. Enter the details in the Association, Display Preference, and Team tabs and verify the entered details on the Verify tab.

13. Click Update and then publish and approve the Contract Type following standard ICI workflows. 

Using IN operator in filters during Agreement creation 

To add filters: 

1. Click the "Agreements" > "Create".  The "Create Agreement" page opens.

2. Select the "Contract Type Name". For example, Master Services Agreement.

3. Select Type Of Paper. For example, "Own".

4. Click "Next". The "Attributes" tab opens.

8.0-Masterdata6.PNG

5. Select the "Sale Region". For example, US-W.

6. Select the "Sale Type". For example, MPX and Reseller. The Sale Type will display values based on the selected value in the "Sale Region" field.

7. Click the "Filtered Lookup" Search or Add New Record icon next to Sale Type field. The "Lookup Search" window for Sale Type opens.

The "Lookup Search" window displays the records based on the applied filter with IN operator at contract type level. Users can remove the existing filter and lookup by applying different filters.

8. Close the window. The "Attributes" page opens again.

9. Select the "Sale Country". For example, "CAN". The "Sale Country" will display values based on the selected value in the Sale Type field.

10. Click the "Filtered Lookup Search" or "Add New Record" icon next to "Sale Country" field. The "Lookup Search" window for "Sale Country" opens.

The "Lookup Search" window displays the records based on the applied filter with "IN" operator at contract type level. Users can remove the existing non-mandatory filters  and lookup by applying different filters.

11. Close the window. The "Attributes" page opens again.

12. Click "Next". The "Select Template" page opens.

13. Select the Template and click "Next". The "Verify" page opens. 

14. Verify the details and click "Create". The agreement is created. 

Editing Masterdata

In ICI, you can create and edit Masterdata for your Agreements. You can edit the Masterdata to update any information which was either not provided or was not correct. 

To edit the Masterdata:

1. Click "Configure" tile on the "Home" page and then click "Masterdata". The "Masterdata" page opens.

2. Click "View Details" next to the Masterdata that you want to edit.The Masterdata "Details" page opens.

3. Click Edit. The "Edit Masterdata" page opens.

4. Edit the required information and click "Update".

EditingMasterData.png

6. Click "Deactivate" on Masterdata "Details" page to deactivate the Masterdata. The deactivated Masterdata cannot be used for future transactions, though it remains searchable and visible in the Masterdata list.
When you click "Update", the modifications will be saved.

Searching Masterdata

To search the masterdata:

1. Click "Configure" tile on the "Home" page and then click "Masterdata". The "Masterdata" page opens.

2. Under "Search For", click "Select Field" list.

3. Select an appropriate field from the list. The number in the bracket denotes the number of masterdata records that meet the search criteria. You can also select multiple options.To narrow down your search, enter free text in the "Custom Keyword" text box, and then click "Apply".

4. Alternatively, type "keywords" in the "search" box provided above the list of existing masterdata records. A list of relevant master data records is displayed.

You can enhance your search by using any of the following methods:

Field Action
*...* Type a search term in between the star characters.
It shows existing items which include the respective search term.
*... Prefix * to a search term. It shows existing items which end with this term.
...* Suffix * to a search term. It shows existing items which start with this term.
"..." Type a search term in double quotes. It shows existing items which include the search term.
*...(space)... Type multiple search terms with a space in between.
It shows existing items which include the search terms.

You can also view your saved search terms. In the More Searches box, select your saved search, and click the Add to Favorites icon to mark the search term as favorite.
You can find your marked favorites below the tiles.

Related Topics: Agreement Management |  Configuration

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