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.

'''Option 1'''

#<div class="image-green-border">'''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page appears with existing number of currencies.<br/> [[File:Admin - Currency tile.png|RTENOTITLE]]</div>  

&nbsp;
<ol start="2">
<li>'''Search''' for a particular currency using one of the following options: 
*<div class="image-green-border">'''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.<br/> [[File:Search currency record.png|RTENOTITLE]]</div>  
*
'''Click''' the box to select specific item. A list of currencies relevant to the item is displayed.
 </li>

<ol start="3">
<li>'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.</li>
</ol>

'''Option 2'''

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:

{|
|-
| '''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.
|}

&nbsp;

=== '''Viewing the saved search terms''' ===

View your saved search terms with the following:

*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. 

== Creating a Currency ==

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

To create a Currency:

#<div class="image-green-border">'''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.<br/> [[File:Cur tile.jpeg|RTENOTITLE]]</div>  
#'''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs: 
#*Details 
#*<div class="image-green-border">Verify<br/> <br/> [[File:Create Currency- Details.png|RTENOTITLE]]</div>    
#'''Click''' ''Next'' to go to next tab. The ''Verify'' section opens. 
#<div class="image-green-border">Verify the details&nbsp;and '''click''' ''Save'' to create a currency.[[File:Create Currency- Verify details.png|RTENOTITLE]]</div>  

= Editing Currency =

ICM allows you to edit currencies for your Contract Types.

To edit a currency:

#<div class="image-green-border">'''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.[[File:Adm.jpeg|RTENOTITLE]]</div>  
#
'''Click''' [[File:Eyeball.png|RTENOTITLE]] next to the relevant currency. The ''Currency Details'' page opens.

#<div class="image-green-border">'''Click''' ''Edit&nbsp;''on the ''Details'' page. The ''Edit'' page opens.<br/> [[File:Edit Currency details New.png|RTENOTITLE]]</div>  
#'''Update''' appropriate information, and '''click''' ''Next'' to open the&nbsp;''Verify'' page. 
#'''Verify''' the details you have updated, and then '''click''' ''Update'' to save the modifications. 

&nbsp;

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'''Related Topics: '''[[Agreement_Management|Agreement Management ]]|