Currencies[edit]


= Currencies =

== Searching&nbsp;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&nbsp;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> 
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{|
|-
| '''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.
|}

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 ==

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 
<div class="image-green-border">[[File:Create Currency- Details.png|720px|RTENOTITLE]]</div> 
3. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.

4. Verify the details&nbsp;and '''click''' ''Save'' to create a currency.
<div class="image-green-border">[[File:Create Currency- Verify details.png|720px|RTENOTITLE]]</div> 
== Editing Currency ==

ICM allows you to edit currencies for your Contract Types.

To edit a currency:

1. '''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|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> 
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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;|