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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Account code workflow
This section describes the metaphases and subordinate phases in the life cycle of an account code record. All transitions between phases are manually triggered.
Metaphase: Initial
Phase | Transition | Description |
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New | Manual |
This is the starting point for the account code. An account code is in this phase after being created. To make the account code active, manually transition it to the Open phase. Next phase: Open |
Metaphase: Active
Phase | Transition | Description |
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Open | Manual |
The account code is available for selection. Next phase: Close |
Metaphase: Inactive (End)
Phase | Transition | Description |
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Close | Manual |
The account code is not available for selection. Next phase: None |
Related topics