Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Vendor workflow
This section describes the metaphases and subordinate phases in the life cycle of a vendor (company).
The workflow relies on business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase. For more information about the out-of-the-box business rules defined for the Vendor workflow, see Vendor (Company) process - Business rules.
Metaphase: Active
Phase | Transition |
Description |
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Active | Manual |
Vendor is active; maintain close relationship with vendor Next phase: Caution or Inactive |
Metaphase: Caution
Phase | Transition |
Description |
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Caution | Manual |
Vendor is active, but must be closely supervised. A cautionary note must be added. Next phase: Active or Inactive |
Metaphase: Inactive
Phase | Transition |
Description |
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Inactive | Manual |
Vendor is inactive Next phase: Active |
Related topics