Currencies - Revision history

IDT-1 at 10:24, 9 June 2022

2022-06-09T10:24:17Z

AmolR at 09:59, 20 January 2022

2022-01-20T09:59:54Z

AmolR at 09:58, 20 January 2022

2022-01-20T09:58:41Z

WikiSysop at 18:53, 20 December 2021

2021-12-20T18:53:00Z

WikiSysop at 12:02, 27 November 2021

2021-11-27T12:02:17Z

WikiSysop at 11:21, 27 November 2021

2021-11-27T11:21:40Z

WikiSysop at 09:35, 12 September 2020

2020-09-12T09:35:12Z

IDT-1 at 06:30, 30 July 2020

2020-07-30T06:30:36Z

IDT-5 at 08:43, 13 September 2019

2019-09-13T08:43:39Z

IDT-3 at 09:50, 14 May 2019

2019-05-14T09:50:24Z

@@ Line 28: / Line 28: @@
 . Verify the details&nbsp;and '''click'''&nbsp;"CREATE" to create a currency.
 == Editing Currency ==
@@ Line 44: / Line 45: @@
 <div class="image-green-border">[[File:EditingACurrency1.png|500px|EditingACurrency1.png]]</div>
 . C'''lick'''&nbsp;"Update" to save the modifications.
-<div class="image-green-border">[[File:UpdatingACurrency.png|500px|UpdatingACurrency.png]]</div> <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]]&nbsp;| [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|</div>
+<div class="image-green-border">[[File:UpdatingACurrency.png|500px|UpdatingACurrency.png]]</div> <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]]&nbsp;| [[Reasons|Reasons]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|</div>

@@ Line 7: / Line 7: @@
 . '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border">[[File:CurrenciesLandingPage.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. A list of&nbsp;currencies is displayed. Use the "Refine Search" option to search for a specific currency.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ListofCurrencies.png|720px]]</div>
+<div class="image-green-border">[[File:CurrenciesLandingPage.png|720px|CurrenciesLandingPage.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. A list of&nbsp;currencies is displayed. Use the "Refine Search" option to search for a specific currency.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ListofCurrencies.png|720px|ListofCurrencies.png]]</div>
 . Select a search "Condition" from the drop-down list, Enter the value for the type of currency. List of currencies dpending on the selected search criteria is diaplyed in the right pane.
@@ Line 24: / Line 24: @@
 *Details
 *Verify
-<div class="image-green-border">[[File:CreatingCurrency.png|500px]]</div>
+<div class="image-green-border">[[File:CreatingCurrency.png|500px|CreatingCurrency.png]]</div>
 . '''Click'''&nbsp;"Next" to go to next tab. The "Verify" section opens.
@@ Line 38: / Line 38: @@
 . '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.
-<div class="image-green-border">[[File:ViewCurrencyDetails.png|720px]]</div>
+<div class="image-green-border">[[File:ViewCurrencyDetails.png|720px|ViewCurrencyDetails.png]]</div>
 . '''Click '''the "Edit"button. The 'Edit Currency' page opens. Edit the necessary details.
+<div class="image-green-border">[[File:EditingACurrency.png|720px|EditingACurrency.png]]</div>
 [[File:EditingACurrency.png|720px]]
-−
 . '''Click '''"Next". The "Verify"page opens.&nbsp;Verify the details you have updated.&nbsp;
+<div class="image-green-border">[[File:EditingACurrency1.png|500px|EditingACurrency1.png]]</div>
 [[File:EditingACurrency1.png|500px]]
-−
 . C'''lick'''&nbsp;"Update" to save the modifications.
+<div class="image-green-border">[[File:UpdatingACurrency.png|500px|UpdatingACurrency.png]]</div> <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]]&nbsp;| [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|</div>
 [[File:UpdatingACurrency.png|500px]]
 <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]]&nbsp;| [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|</div>

@@ Line 7: / Line 7: @@
 . '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|520px|8.0-Currencies.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px|8.0-Currencies1.PNG]]</div>
+<div class="image-green-border">[[File:CurrenciesLandingPage.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. A list of&nbsp;currencies is displayed. Use the "Refine Search" option to search for a specific currency.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ListofCurrencies.png|720px]]</div>
-. '''Click''' the "Select Field" drop-down under "Categories"''to apply filters.''
+. Select a search "Condition" from the drop-down list, Enter the value for the type of currency. List of currencies dpending on the selected search criteria is diaplyed in the right pane.
 . '''Click '''the "Clear All" button to remove all the filters at the same time.
@@ Line 24: / Line 24: @@
 *Details
 *Verify
-<div class="image-green-border">[[File:8.0-CreateCurrency1.PNG|520px|8.0-CreateCurrency1.PNG]]</div>
+<div class="image-green-border">[[File:CreatingCurrency.png|500px]]</div>
 . '''Click'''&nbsp;"Next" to go to next tab. The "Verify" section opens.
 . Verify the details&nbsp;and '''click'''&nbsp;"CREATE" to create a currency.
-<div class="image-green-border">[[File:8.0-CreateCurrency2.PNG|520px|8.0-CreateCurrency2.PNG]]</div>
 == Editing Currency ==
@@ Line 35: / Line 35: @@
 To edit a currency:
-. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.[[File:8.0-EditCurrency.PNG|720px|8.0-EditCurrency.PNG]]
+. '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border">2. '''Click '''the "Edit"''button. The 'Edit Currency' page opens. Edit the necessary details.''</div> <div class="image-green-border">''3. '''Click '''"Next". The "Verify"''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick'''&nbsp;"Update" to save the modifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-EditCurrency1.PNG|520px|8.0-EditCurrency1.PNG]]</div>
-&nbsp;
+. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.
-&nbsp;
+. '''Click '''"Next". The "Verify"page opens.&nbsp;Verify the details you have updated.&nbsp;
-&nbsp;
+[[File:EditingACurrency1.png|500px]]
-&nbsp;
+. C'''lick'''&nbsp;"Update" to save the modifications.
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]]&nbsp;| [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|
+[[File:UpdatingACurrency.png|500px]]

@@ Line 7: / Line 7: @@
 . '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|720px|8.0-Currencies.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px|8.0-Currencies1.PNG]]</div>
+<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|520px|8.0-Currencies.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px|8.0-Currencies1.PNG]]</div>
 . '''Click''' the "Select Field" drop-down under "Categories"''to apply filters.''
@@ Line 24: / Line 24: @@
 *Details
 *Verify
-<div class="image-green-border">[[File:8.0-CreateCurrency1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-CreateCurrency1.PNG|520px|8.0-CreateCurrency1.PNG]]</div>
 . '''Click'''&nbsp;"Next" to go to next tab. The "Verify" section opens.
 . Verify the details&nbsp;and '''click'''&nbsp;"CREATE" to create a currency.
-<div class="image-green-border">[[File:8.0-CreateCurrency2.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-CreateCurrency2.PNG|520px|8.0-CreateCurrency2.PNG]]</div>
 == Editing Currency ==
@@ Line 35: / Line 35: @@
 To edit a currency:
-. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.[[File:8.0-EditCurrency.PNG|720px]]
+. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.[[File:8.0-EditCurrency.PNG|720px|8.0-EditCurrency.PNG]]
-<div class="image-green-border">2. '''Click '''the "Edit"''button. The 'Edit Currency' page opens. Edit the necessary details.</div> <div class="image-green-border">3. '''Click '''"Next". The "Verify"''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick'''&nbsp;"Update" to save the modifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-EditCurrency1.PNG|720px]]</div>
+<div class="image-green-border">2. '''Click '''the "Edit"''button. The 'Edit Currency' page opens. Edit the necessary details.''</div> <div class="image-green-border">''3. '''Click '''"Next". The "Verify"''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick'''&nbsp;"Update" to save the modifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-EditCurrency1.PNG|520px|8.0-EditCurrency1.PNG]]</div>
 &nbsp;

@@ Line 7: / Line 7: @@
 . '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px]]</div>
+<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|720px|8.0-Currencies.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px|8.0-Currencies1.PNG]]</div>
-. '''Click''' the "Select Field" drop-down under "Categories"''to apply filters.
+. '''Click''' the "Select Field" drop-down under "Categories"''to apply filters.''
 . '''Click '''the "Clear All" button to remove all the filters at the same time.
@@ Line 20: / Line 20: @@
 . '''Click'''&nbsp;"CREATE" on the "Currencies" page. The "Create Currency page&nbsp;opens.
-. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs:
+&nbsp;The "Create Currency" page opens and consists of following tabs:
 *Details
 *Verify
-<div class="image-green-border">[[File:Create Currency- Details.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:8.0-CreateCurrency1.PNG|720px]]</div>
-. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.
+. '''Click'''&nbsp;"Next" to go to next tab. The "Verify" section opens.
-. Verify the details&nbsp;and '''click''' ''Save'' to create a currency.
+. Verify the details&nbsp;and '''click'''&nbsp;"CREATE" to create a currency.
-<div class="image-green-border">[[File:Create Currency- Verify details.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:8.0-CreateCurrency2.PNG|720px]]</div>
 == Editing Currency ==
@@ Line 35: / Line 35: @@
 To edit a currency:
-. '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the relevant currency. The ''Currency Details'' page opens.
+. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.[[File:8.0-EditCurrency.PNG|720px]]
-<div class="image-green-border">[[File:Edit Currencies 7.8.PNG|560px|RTENOTITLE]]</div> <div class="image-green-border"><br/> 2. '''Click '''the ''Edit ''button. The ''Edit Currency'' page opens. Edit the necessary details.</div> <div class="image-green-border">3. '''Click '''''Next''. The ''Verify ''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick''' ''Update'' to save the modifications.</div> <div class="image-green-border">[[File:Edit currency Update button 7.8.PNG|360px|RTENOTITLE]]</div>
+<div class="image-green-border">2. '''Click '''the "Edit"''button. The 'Edit Currency' page opens. Edit the necessary details.</div> <div class="image-green-border">3. '''Click '''"Next". The "Verify"''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick'''&nbsp;"Update" to save the modifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-EditCurrency1.PNG|720px]]</div>
 &nbsp;

@@ Line 6: / Line 6: @@
 In ICI, you can use various options given below, including the dynamic search feature, to find the desired currency.
-There are two ways of searching&nbsp;currencies.
+. '''Click''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
-<div class="image-green-border">1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page appears with existing number of currencies.</div> <div class="image-green-border"><br/> [[File:Currencies Index page 7.8 gr actions.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the ''Refine Search here'' field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed. Narrow your search results as follows:&nbsp;</div>
+<div class="image-green-border"><br/> [[File:8.0-Currencies.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter'''&nbsp;the keywords in the&nbsp;"Refine Search here" field&nbsp;provided above the list of currencies. A list of relevant currencies is displayed.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Currencies1.PNG|720px]]</div>
-&nbsp;
+. '''Click''' the "Select Field" drop-down under "Categories"''to apply filters.
-{|
+. '''Click '''the "Clear All" button to remove all the filters at the same time.
-|-
-| '''Search Term'''
-| '''Result'''
-|-
-| "..."
-| Type the search term in double quotation marks.<br/> It shows existing currencies that include the exact search term.
-|-
-| *...*
-| Type the search term in star characters.<br/> It shows existing currencies that include the exact search term.
-|-
-| *...
-| Prefix * to the search term.<br/> It shows existing currencies that end with this term. For example, *INR
-|-
-| ...*
-| Suffix * to the search term.<br/> It shows existing currencies that start with this term.
-|}
-−
-. '''Click''' the ''Select Field ''drop-down under ''Categories ''to apply filters.
-−
-. '''Click '''the ''Clear All'' button to remove all the filters at the same time.
 == Creating a Currency ==
@@ Line 38: / Line 18: @@
 To create a Currency:
-. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.
+. '''Click'''&nbsp;"CREATE" on the "Currencies" page. The "Create Currency page&nbsp;opens.
 . '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs:

@@ Line 4: / Line 4: @@
 == Searching&nbsp;a Currency ==
-In ICM, you can use various options given below, including the dynamic search feature, to find the desired currency.
+In ICI, you can use various options given below, including the dynamic search feature, to find the desired currency.
 There are two ways of searching&nbsp;currencies.
@@ Line 34: / Line 34: @@
 == Creating a Currency ==
-ICM allows you to create currencies that you can use while creating Contract Types.
+ICI allows you to create currencies that you can use while creating Contract Types.
 To create a Currency:
@@ Line 51: / Line 51: @@
 == Editing Currency ==
-ICM allows you to edit currencies for your Contract Types.
+ICI allows you to edit currencies for your Contract Types.
 To edit a currency:

@@ Line 1: / Line 1: @@
 = Currencies =
 == Searching&nbsp;a Currency ==
@@ Line 58: / Line 56: @@
 . '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the relevant currency. The ''Currency Details'' page opens.
-<div class="image-green-border">[[File:Edit Currencies 7.8.PNG]]</div> <div class="image-green-border"><br/> 2. '''Click '''the ''Edit ''button. The ''Edit Currency'' page opens. Edit the necessary details.</div> <div class="image-green-border">3. '''Click '''''Next''. The ''Verify ''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick''' ''Update'' to save the modifications.</div> <div class="image-green-border">[[File:Edit currency Update button 7.8.PNG]]</div>
+<div class="image-green-border">[[File:Edit Currencies 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border"><br/> 2. '''Click '''the ''Edit ''button. The ''Edit Currency'' page opens. Edit the necessary details.</div> <div class="image-green-border">3. '''Click '''''Next''. The ''Verify ''page opens.&nbsp;Verify the details you have updated.&nbsp;</div> <div class="image-green-border">4. C'''lick''' ''Update'' to save the modifications.</div> <div class="image-green-border">[[File:Edit currency Update button 7.8.PNG|RTENOTITLE]]</div>
 &nbsp;