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.
Words and Phrases
| 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". |
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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. |
Using Boolean Operators
| 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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End-to-end workflow to fulfill a purchase order created on a request for an vendor catalog item
This section provides an example end-to-end workflow to help you understand the process to fulfill a purchase order created on a request, starting from vendor catalog creation, through purchase request, to purchase order and purchase order line creation and fulfillment including asset receiving.
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Vendor Catalog Administrator creates a vendor catalog titled HP Laptop for vendor Hewlett Packard. For details about creating a vendor catalog, see Create and manage vendor catalogs.
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Vendor Catalog Administrator adds a vendor catalog item HP EliteBook 850 to HP Laptop. For details about creating a vendor catalog item, see Create and manage vendor catalog items.
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Vendor Catalog Administrator publishes the item as an offering with the display label "Request HP EliteBook 850". For details about publishing a vendor catalog as offering, see Publish a vendor catalog item as offering
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Vendor Catalog Administrator sets for this offering "Request HP EliteBook 850"an automated fulfill task by applying the "Create purchase order" business rule. Procurement Manager sets the delivery location to Sunnyvale and delivery stock to Pheonix A.For details about applying the "Create purchase order" business rule, see"Create purchase order" business rule.
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An end user Amy Lopez requests this offering from Service Portal. Service Management then automatically creates an request with a unique ID, which by default is unassigned to any owner.
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Procurement Manager opens the request generated in step 5 and set Current Assignment from unassigned to Service Desk for automatic approval.
Note Automatic approval is supported only when Current Assignment is set to Service Desk or Expert Group.
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Service Management then automatically creates a purchase order titled "Request HP EliteBook 850", with a purchase order line "Request HP EliteBook 850".
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Upon financial and administrative approval, Procurement Manager issues the purchase order titled "Request HP EliteBook 850" to Hewlett Packard. For details about issuing a purchase order, see Issue a purchase order.
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Hewlett Packard delivers the HP EliteBook 850 to stock Pheonix A, Sunnyvale.
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Procurement Manager creates a receiving slip and add a receiving line for the received HP EliteBook 850. Service Management automatically creates an asset record with a unique ID for the received HP EliteBook 850. For details about creating a receiving slip, see Create and manage receiving slips.
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The purchase order titled "Request HP EliteBook 850" is then fulfilled.
