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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.
  
 
There are two ways of searching currencies.
 
There are two ways of searching currencies.
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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: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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'''Option 1'''
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&nbsp;
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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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'''Viewing the saved search terms'''
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3. '''Click''' the ''Select Field ''drop-down under ''Categories ''to apply filters.
  
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View your saved search terms with the following:
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4. '''Click '''the ''Clear All'' button to remove all the filters at the same time.
  
 
== 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:
  
 
1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page opens.
 
1. '''Click''' the ''Currencies'' tile on the ''User Administration'' page. The ''Currencies'' page 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:
 
2. '''Click''' the ''Create Currency'' tile. 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:Create Currency- Details.png|720px|RTENOTITLE]]</div>  
 
3. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.
 
3. '''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.
  
 
4. Verify the details&nbsp;and '''click''' ''Save'' to create a currency.
 
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>  
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<div class="image-green-border">[[File:Create Currency- Verify details.png|720px|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'''&nbsp;the ''View Record'' icon&nbsp;next to the relevant currency. The ''Currency Details'' page opens.
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<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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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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&nbsp;
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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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'''Related Topics: '''[[Agreement_Management|Agreement Management ]]|
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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;|

Latest revision as of 09:35, 12 September 2020

Currencies

Searching a Currency

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

There are two ways of searching currencies.

1. Click the Currencies tile on the User Administration page. The Currencies page appears with existing number of currencies.

RTENOTITLE
 
2. Enter the keywords in the Refine Search here field 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.

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 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
RTENOTITLE

3. Click Next to go to next tab. The Verify section opens.

4. Verify the details and click Save to create a currency.

RTENOTITLE

Editing Currency

ICI allows you to edit currencies for your Contract Types.

To edit a currency:

1. Click the View Record icon next to the relevant currency. The Currency Details page opens.

RTENOTITLE

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.
RTENOTITLE

 

 

 

 

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

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