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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.


8.0-Currencies.PNG
 
2. Enter the keywords in the "Refine Search here" field provided above the list of currencies. A list of relevant currencies is displayed.  
 
8.0-Currencies1.PNG

3. Click the "Select Field" drop-down under "Categories"to apply filters.

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
8.0-CreateCurrency1.PNG

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

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

8.0-CreateCurrency2.PNG

Editing Currency

ICI allows you to edit currencies for your Contract Types.

To edit a currency:

1. Click the "View Details" icon next to the relevant currency. The Currency Details page opens.8.0-EditCurrency.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.
 
8.0-EditCurrency1.PNG

 

 

 

 

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