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= Create a Currency =
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= Creating Currency =
  
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:
<div><div style="float:left;width:68%;">
 
#'''Click''' the ''Currencies'' tile on the ''User Administration'' page,. The ''Currencies'' page appears.
 
  
[[File:Cur tile.jpeg]]
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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>
</div>  
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<div class="image-green-border">&nbsp;</div> <ol start="2">
&nbsp;
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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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&nbsp;
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&nbsp;
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&nbsp;
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&nbsp;
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<ol start="2">
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<li>'''Click''' the ''Create Currency'' tile. The ''Create Currency'' page opens.</li>
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</ol>
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The ''Create Currency'' page consists of following tabs:
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<ul style="margin-left: 40px;">
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<li>Details</li>
 
<li>Details</li>
</ul>
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<li><div class="image-green-border">Verify<br/> <br/> [[File:Create Currency- Details.png|RTENOTITLE]]</div> </li>
<ul style="margin-left: 40px;">
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</ul> </li>
<li>Verify<br/> &nbsp;</li>
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</ul>
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<div class="image-green-border">[[File:Create Currency- Details.png|RTENOTITLE]]<br/> &nbsp;</div> <ol start="3">
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<li>Provide appropriate information as follows, and then '''click''' ''Next'' to go the next page.</li>
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</ol>
 
</ol>
 
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<div class="image-green-border">&nbsp;</div> <ol start="3">
In the ''Details'' section,
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<li>'''Click''' ''Next'' to go to next tab. The ''Verify'' section opens.</li>
<ol start="1" style="list-style-type: lower-alpha;">
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<li>Verify the details&nbsp;and '''click''' ''Save'' to create a currency.[[File:Create Currency- Verify details.png|RTENOTITLE]]</li>
<li>'''Type''' the name of the currency in the ''Name'' field. For example, Japanese Yen.</li>
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<li>'''Type''' the code of the currency in the ''Code'' field. For example, Yen.</li>
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<li>'''Type''' the symbol of the currency in the ''Symbol'' field.&nbsp;</li>
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<li>'''Type''' the name of the country in the ''Country'' field. For example, Japan.</li>
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</ol>
 
</ol>
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<div>
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&nbsp;
  
'''Click''' ''Next'' to go to next tab. The ''Verify'' section appears.
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'''Related Topics:&nbsp;'''[[Edit_a_Currency|Edit a Currency]]
  
=== Details&nbsp; ===
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&nbsp;
 
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{| class="wikitable"
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|- style="vertical-align:top;"
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! style="height:10px; width:200px; text-align:left;" | '''Field'''
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! style="height:10px; width:300px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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| style="height:10px; width:200px; text-align:left;" | '''Name'''
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| style="height:10px; width:400px; text-align:left;" | '''Type''' the name of the currency. For example, South African Rand.
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|- style="horizontal-align:top;"
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| style="height:10px; width:200px; text-align:left;" | '''Code'''
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| style="height:10px; width:350px; text-align:left;" | '''Type''' the code of the currency. For example, ZAR.
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|- style="horizontal-align:top;"
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| style="height:10px; width:200px; text-align:left;" | '''Symbol'''
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| style="height:10px; width:350px; text-align:left;" | '''Type''' the symbol of the currency. For example, ZAR.
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|- style="horizontal-align:top;"
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| style="height:10px; width:200px; text-align:left;" | '''Country'''
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| style="height:10px; width:350px; text-align:left;" | '''Type''' the name of the country. For example, South Africa.
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|}
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=== '''Verify&nbsp;''' ===
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4. Verify the details, and then '''click''' ''Save'' to create a currency.<br/> <br/> [[File:Create Currency- Verify details.png|RTENOTITLE]]<br/> &nbsp;
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'''Related Topics:&nbsp;'''[[Edit_a_Currency|Edit a Currency]]
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&nbsp;
 
&nbsp;
 
</div>
 
</div>

Latest revision as of 11:11, 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