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[[ICM Help|Home]] > [[Administrator]] <br/>
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= Creating&nbsp;Currency =
ICM allows you to create currencies that you can use while creating contract types.<br/>
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'''To create a Currency:'''<br/>
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ICI&nbsp;allows you to create currencies that you can use while creating Contract Types.
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To create a Currency:
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#<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> 
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<div class="image-green-border">&nbsp;</div> <ol start="2">
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<li>'''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens and consists of following tabs: <ul style="margin-left: 40px;">
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<li>Details</li>
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<li><div class="image-green-border">Verify<br/> <br/> [[File:Create Currency- Details.png|RTENOTITLE]]</div> </li>
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</ul> </li>
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</ol>
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<div class="image-green-border">&nbsp;</div> <ol start="3">
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<li>'''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.</li>
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<li>Verify the details&nbsp;and '''click''' ''Save'' to create a currency.[[File:Create Currency- Verify details.png|RTENOTITLE]]</li>
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</ol>
 
<div>
 
<div>
      <div style="float:left;width:68%;" >
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&nbsp;
  
1. On the '''User Administration''' page, click the '''Currencies''' tile. The '''Currencies''' page appears. <br/>
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'''Related Topics:&nbsp;'''[[Edit_a_Currency|Edit a Currency]]
  
[[File: adm.jpeg]]<br/>
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&nbsp;
  
[[File: cur tile.jpeg]]<br/>
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&nbsp;
 
</div>
 
</div>
 
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
 
<p> '''Video: Create Currency''' </p>
 
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-ae8b7e22-a2aa-439c-b100-814b2395cdc6/xc/H3EYL/v2/embedded?autoplay=true?iframe=true|200|120}}
 
 
</div></div>
 
<div style="clear:both"></div>
 
2. Click the '''Create Currency''' tile. The '''Create Currency''' page appears.<br/>
 
 
The create currency page consists of two tabs:<br/>
 
 
* '''Details'''<br/>
 
 
* '''Verify'''<br/><br/>
 
 
[[File:Create Currency- Details.png]]<br/><br/>
 
 
3. Provide appropriate information as follows, and then click '''Next''' to go the next page.<br/>
 
 
On the '''Details''' tab,<br/>
 
:a. In the '''Name''' field, type the name of the currency. For example, Japanese Yen.<br/>
 
:b. In the '''Code''' field, type the code of the currency. For example, Yen.<br/>
 
:c. In the '''Symbol''' field, type the symbol of the currency. For example,....<br/>
 
:d. In the '''Country''' field, type the name of the country. For example, Japan. <br/>
 
 
Click '''Next''' to go to next tab. The Verify tab appears.<br/>
 
 
<font size= "2"> '''Details tab''' </font>
 
 
{| class="wikitable"
 
|- style="vertical-align:top;"
 
!style="height:10px; width:200px; text-align:left;" | '''Field'''
 
!style="height:10px; width:300px; text-align:left;" | '''Action'''
 
 
|- style="horizontal-align:top;"
 
|style="height:10px; width:200px; text-align:left;" | '''Name'''
 
|style="height:10px; width:400px; text-align:left;" | Type the name of the currency. For example, South African Rand.
 
|- style="horizontal-align:top;"
 
|style="height:10px; width:200px; text-align:left;" | '''Code'''
 
|style="height:10px; width:350px; text-align:left;" | Type the code of the currency. For example, ZAR.
 
|- style="horizontal-align:top;"
 
|style="height:10px; width:200px; text-align:left;" | '''Symbol'''
 
|style="height:10px; width:350px; text-align:left;" | Type the symbol of the currency. For example, ZAR.
 
|- style="horizontal-align:top;"
 
|style="height:10px; width:200px; text-align:left;" | '''Country'''
 
|style="height:10px; width:350px; text-align:left;" | Type the name of the country. For example, South Africa.
 
 
|}
 
 
<font size= "2"> '''Verify tab''' </font>
 
 
4. Verify the details, and then click '''Save''' to create a currency.<br/><br/>
 
[[File:Create Currency- Verify details.png]]<br/><br/>
 
 
 
'''Related Topics:'''<br/>
 
[[Edit a Currency]]<br/>
 
 
</font>
 
<link-page pagebefore="Search_a_Currency|Search a Currency" pageafter="Edit_a_Currency| Edit a Currency" />
 

Latest revision as of 10:11, 18 November 2020

Creating 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.
    RTENOTITLE
 
  1. Click the Create Currency tile. The Create Currency page opens and consists of following tabs:
    • Details
    • Verify

      RTENOTITLE
 
  1. Click Next to go to next tab. The Verify section opens.
  2. Verify the details and click Save to create a currency.RTENOTITLE

 

Related Topics: Edit a Currency