From ICIHelp8.2
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'''Option 1''' | '''Option 1''' | ||
| − | + | <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''' | '''Option 2''' | ||
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| Suffix * to the search term.<br/> It shows existing currencies that start with this term. | | Suffix * to the search term.<br/> It shows existing currencies that start with this term. | ||
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'''Viewing the saved search terms''' | '''Viewing the saved search terms''' | ||
View your saved search terms with the following: | View your saved search terms with the following: | ||
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== Creating a Currency == | == Creating a Currency == | ||
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To create a Currency: | To create a Currency: | ||
| − | + | 1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens. | |
| − | + | <div class="image-green-border">[[File:Cur tile.jpeg|RTENOTITLE]]</div> | |
| − | + | 2. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs: | |
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| + | *Details | ||
| + | *Verify | ||
| + | <div class="image-green-border">[[File:Create Currency- Details.png|RTENOTITLE]]</div> | ||
| + | 3. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens. | ||
| + | 4. Verify the details and '''click''' ''Save'' to create a currency. | ||
| + | <div class="image-green-border">[[File:Create Currency- Verify details.png|RTENOTITLE]]</div> | ||
== Editing Currency == | == Editing Currency == | ||
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To edit a currency: | To edit a currency: | ||
| − | + | 1. '''Click''' [[File:Eyeball.png|RTENOTITLE]] next to the relevant currency. The ''Currency Details'' page opens. | |
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| − | '''Click''' [[File: | + | 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. |
| + | <div class="image-green-border">3. '''Click''' the ''Select Field'' list under ''Search For'' 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> | ||
| + | 4. '''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''. | ||
| − | + | *In the More Searches box, select your saved search, and '''click''' [[File:Fav.jpeg|RTENOTITLE]] to mark the search term as favorite. | |
| − | + | *You can find your marked favorites below the tiles. | |
| − | + | <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> | |
| + | 6. '''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs: | ||
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| + | *Details | ||
| + | *Verify | ||
| + | <div class="image-green-border">[[File:Create Currency- Details.png|RTENOTITLE]]</div> | ||
| + | 7. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens. | ||
| + | <div class="image-green-border">8. Verify the details and '''click''' ''Save'' to create a currency.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Create Currency- Verify details.png|RTENOTITLE]]</div> <div class="image-green-border"> </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"> </div> <div class="image-green-border">[[File:Adm.jpeg|RTENOTITLE]]</div> | ||
| + | 10. '''Click''' ''Edit ''on the ''Details'' page. The ''Edit'' page opens. | ||
| + | <div class="image-green-border"><br/> [[File:Edit Currency details New.png|RTENOTITLE]]</div> | ||
| + | 11. '''Update''' appropriate information, and '''click''' ''Next'' to open the ''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 08:11, 10 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.
Option 1
1. Click the Currencies tile on the User Administration page. The Currencies page appears with existing number of currencies.
Option 2
Type 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. |
Viewing the saved search terms
View your saved search terms with the following:
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
3. Click Next to go to next tab. The Verify section opens.
4. Verify the details and click Save to create a currency.
Editing Currency
ICM allows you to edit currencies for your Contract Types.
To edit a currency:
1. Click 
next to the relevant currency. The Currency Details page opens.
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.
3. Click the Select Field list under Search For 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.
4. Type relevant keyword in the Custom Keyword box to narrow your search further, and click Apply.
- In the More Searches box, select your saved search, and click
to mark the search term as favorite. - You can find your marked favorites below the tiles.
5. Click the Currencies tile on the User Administration page. The Currencies page opens.
6. Click the Create Currency tile. The Create Currency page opens and consists of following tabs:
- Details
- Verify
7. Click Next to go to next tab. The Verify section opens.
8. Verify the details and click Save to create a currency.
9. Click the Currencies tile on the User Administration page. The Currencies page opens.
10. Click Edit on the Details page. The Edit page opens.
11. Update appropriate information, and click Next to open the Verify page.
12. Verify the details you have updated, and then click Update to save the modifications.
Related Topics: Agreement Management |
