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= Currencies =
 
= Currencies =
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== Searching a Currency ==
 
== Searching a Currency ==
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There are two ways of searching currencies.
 
There are two ways of searching currencies.
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<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.PNG]]T'''ype''' the ''keywords'' in the box provided above the list of currencies. A list of relevant currencies is displayed. Narrow your search results as follows:&nbsp;</div>  
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<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.PNG|RTENOTITLE]]T'''ype''' the ''keywords'' in the box provided above the list of currencies. A list of relevant currencies is displayed. Narrow your search results as follows:&nbsp;</div>  
 
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'''Viewing the saved search terms'''
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View your saved search terms with the following:
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== Creating a Currency ==
 
== Creating a Currency ==
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1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.
 
1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.
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<div class="image-green-border">[[File:Cur tile.jpeg|RTENOTITLE]]</div>
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2. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs:
 
2. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs:
  
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To edit a currency:
 
To edit a currency:
  
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1. '''Click'''&nbsp;[[File:Eyeball.png|RTENOTITLE]] next to the relevant currency. The ''Currency Details'' page opens.
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1. '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the relevant currency. The ''Currency Details'' page opens.
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<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>  
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2. '''Search''' for a particular currency using one of the following options: '''Click''' the box to select specific item. A list of currencies relevant to the item is displayed.
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<div class="image-green-border">3. '''Click''' the ''Select Field'' list under ''Search For''&nbsp;and '''select''' appropriate item. Search results relevant to the item are displayed with a number in bracket. The number denotes the number of currencies that meet the search criteria.</div> <div class="image-green-border"><br/> [[File:Search currency record.png|RTENOTITLE]]</div>  
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4. '''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.
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*In the More Searches box, select your saved search, and '''click''' [[File:Fav.jpeg|RTENOTITLE]] to mark the search term as favorite.
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*You can find your marked favorites below the tiles.
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<div class="image-green-border">5. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.</div> <div class="image-green-border">[[File:Cur tile.jpeg|RTENOTITLE]]</div>  
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6. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs:
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*Details
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*Verify
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<div class="image-green-border">[[File:Create Currency- Details.png|RTENOTITLE]]</div>
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7. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.
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<div class="image-green-border">8. Verify the details&nbsp;and '''click''' ''Save'' to create a currency.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Create Currency- Verify details.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Adm.jpeg|RTENOTITLE]]</div>
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10. '''Click''' ''Edit&nbsp;''on the ''Details'' page. The ''Edit'' page opens.
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<div class="image-green-border"><br/> [[File:Edit Currency details New.png|RTENOTITLE]]</div>  
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11. '''Update''' appropriate information, and '''click''' ''Next'' to open the&nbsp;''Verify'' page.
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12. '''Verify''' the details you have updated, and then '''click''' ''Update'' to save the modifications.
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Revision as of 09:45, 14 May 2019

Currencies

Searching a Currency

In ICM, you can use various options given below, including the dynamic search feature, to find the desired currency.

There are two ways of searching currencies.

1. Click the Currencies tile on the User Administration page. The Currencies page appears with existing number of currencies.

RTENOTITLEType the keywords in the box provided above the list of currencies. A list of relevant currencies is displayed. Narrow your search results as follows: 
Search Term Result
"..." Type the search term in double quotation marks.
It shows existing currencies that include the exact search term.
*...* Type the search term in star characters.
It shows existing currencies that include the exact search term.
*... Prefix * to the search term.
It shows existing currencies that end with this term. For example, *INR
...* Suffix * to the search term.
It shows existing currencies that start with this term.

 

Creating a Currency

ICM allows you to create currencies that you can use while creating Contract Types.

To create a Currency:

1. Click the Currencies tile on the User Administration page. The Currencies page opens.

2. Click the Create Currency tile. The Create Currency page opens and consists of following tabs:

  • Details
  • Verify
RTENOTITLE

3. Click Next to go to next tab. The Verify section opens.

4. Verify the details and click Save to create a currency.

RTENOTITLE

Editing Currency

ICM allows you to edit currencies for your Contract Types.

To edit a currency:

1. Click the View Record icon next to the relevant currency. The Currency Details page opens.

Edit Currencies 7.8.PNG

2. Click the Edit button. The Edit Currency page opens. Edit the necessary details.
3. Click Next. The Verify page opens. Verify the details you have updated. 
4. Click Update to save the modifications.
Edit currency Update button 7.8.PNG

 

 

Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Application Settings | Notification Settings | Reasons | Deleting an Agreement | Search Sync | Legacy Upload |

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