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== Searching a Currency ==
 
== Searching a Currency ==
  
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In ICM, you can use various options given below, including the dynamic search feature, to find the desired currency.
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In ICI, you can use various options given below, including the dynamic search feature, to find the desired currency.
  
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There are two ways of searching currencies.
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1. '''Click''' the "Confguration" tile and then '''click '''"Currencies". The "Currencies" page appears with existing list of currencies.
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<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>
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3. 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.
  
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'''Option 1'''
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4. '''Click '''the "Clear All" button to remove all the filters at the same time.
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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:Admin - Currency tile.png|RTENOTITLE]]</div>
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'''Option 2'''
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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:
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{|
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|-
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| '''Search Term'''
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| '''Result'''
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|-
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| "..."
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| Type the search term in double quotation marks.<br/> It shows existing currencies that include the exact search term.
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|-
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| *...*
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| Type the search term in star characters.<br/> It shows existing currencies that include the exact search term.
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|-
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| *...
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| Prefix * to the search term.<br/> It shows existing currencies that end with this term. For example, *INR
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|-
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| ...*
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| Suffix * to the search term.<br/> It shows existing currencies that start with this term.
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|}
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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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ICM allows you to create currencies that you can use while creating Contract Types.
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ICI allows you to create currencies that you can use while creating Contract Types.
  
 
To create a Currency:
 
To create a Currency:
  
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1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.
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1. '''Click'''&nbsp;"CREATE" on the "Currencies" page. The "Create Currency page&nbsp;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:
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&nbsp;The "Create Currency" page opens and consists of following tabs:
  
 
*Details  
 
*Details  
 
*Verify  
 
*Verify  
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<div class="image-green-border">[[File:Create Currency- Details.png|RTENOTITLE]]</div>  
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<div class="image-green-border">[[File:CreatingCurrency.png|500px|CreatingCurrency.png]]</div>  
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3. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.
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2. '''Click'''&nbsp;"Next" to go to next tab. The "Verify" section opens.
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4. Verify the details&nbsp;and '''click'''&nbsp;"CREATE" to create a currency.
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4. Verify the details&nbsp;and '''click''' ''Save'' to create a currency.
 
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<div class="image-green-border">[[File:Create Currency- Verify details.png|RTENOTITLE]]</div>
 
 
== Editing Currency ==
 
== Editing Currency ==
  
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ICM allows you to edit currencies for your Contract Types.
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ICI allows you to edit currencies for your Contract Types.
  
 
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''' the "Confguration" tile and then '''click&nbsp;'''"Currencies". The "Currencies" page appears with existing list of currencies.
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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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&nbsp;
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&nbsp;
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'''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;|
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2. '''Click'''&nbsp;the "View Details"&nbsp;icon&nbsp;next to the relevant currency. The Currency Details page opens.
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<div class="image-green-border">[[File:ViewCurrencyDetails.png|720px|ViewCurrencyDetails.png]]</div>
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2. '''Click '''the "Edit"button. The 'Edit Currency' page opens. Edit the necessary details.
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<div class="image-green-border">[[File:EditingACurrency.png|720px|EditingACurrency.png]]</div>
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3. '''Click '''"Next". The "Verify"page opens.&nbsp;Verify the details you have updated.&nbsp;
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<div class="image-green-border">[[File:EditingACurrency1.png|500px|EditingACurrency1.png]]</div>
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4. C'''lick'''&nbsp;"Update" to save the modifications.
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<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>

Latest revision as of 11:24, 9 June 2022

Currencies

Searching a Currency

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

1. Click the "Confguration" tile and then click "Currencies". The "Currencies" page appears with existing list of currencies.

CurrenciesLandingPage.png
 
2. A list of currencies is displayed. Use the "Refine Search" option to search for a specific currency.
 
ListofCurrencies.png

3. 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.

4. Click the "Clear All" button to remove all the filters at the same time.

Creating a Currency

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

To create a Currency:

1. Click "CREATE" on the "Currencies" page. The "Create Currency page opens.

 The "Create Currency" page opens and consists of following tabs:

  • Details
  • Verify
CreatingCurrency.png

2. Click "Next" to go to next tab. The "Verify" section opens.

4. Verify the details and click "CREATE" to create a currency.


Editing Currency

ICI allows you to edit currencies for your Contract Types.

To edit a currency:

1. Click the "Confguration" tile and then click "Currencies". The "Currencies" page appears with existing list of currencies.

2. Click the "View Details" icon next to the relevant currency. The Currency Details page opens.

ViewCurrencyDetails.png

2. Click the "Edit"button. The 'Edit Currency' page opens. Edit the necessary details.

EditingACurrency.png

3. Click "Next". The "Verify"page opens. Verify the details you have updated. 

EditingACurrency1.png

4. Click "Update" to save the modifications.

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