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 |
|---|---|---|
| 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 |
|---|---|---|
|
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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Create and manage vendor catalogs
A vendor catalog is a list that consists of goods available from a certain supplier. You can create and manage a vendor catalog given that right permission is granted.
View a vendor catalog
To view a vendor catalog, follow these steps:
- From the main menu, select Build > Procurement > Vendor Catalogs. Service Management displays a list of vendor catalogs.
- Select the check box of a catalog record to view the summary on the right-handed preview pane, or click the ID link to view the details.
Create a new vendor catalog
To create a new vendor catalog, follow these steps:
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From the main menu, select Build > Procurement > Vendor Catalogs. Service Management displays a list of vendor catalogs, if any.
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Click New.
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Fill in the form.
Field
Description
Title
Mandatory. Name of the catalog
Catalog code
Mandatory. For classification purpose.
Vendor
Supplier of the catalog items.
Owner
The person responsible for the catalog.
Version
The version of the catalog.
Currency
The currency for the catalog items.
Related contract
The contract signed with the vendor of this catalog.
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Click SAVE, SAVE & ADD ANOTHER, SAVE & EDIT or CANCEL as needed.
Update a vendor catalog
To update a single vendor catalog, follow these steps:
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From the main menu, select Build > Procurement > Vendor Catalogs. Service Management displays a list of vendor catalogs.
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Open the catalog record.
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By default, the catalog record is displayed with the General tab selected.
Click the tab you want to update.
Tab Description General Displays general information about the current record.
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Title: Name of the catalog.
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Catalog code: A code for classification purpose.
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Description: A brief description about the catalog.
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Vendor: Supplier of the catalog items.
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Owner: The person responsible for the catalog.
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Related contract: The record number of the related contract with Vendor
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Currency: The currency for the catalog items.
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Version: The version of the catalog.
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Image: A picture representing the catalog.
Vendor Catalog Items Displays the items included in this catalog. Discussions Displays any relevant conversations about the current record. For more information about discussions, see Discussions. History Displays changes to the selected record. For more information about history, see History. -
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Modify the fields as needed.
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Click Save on the toolbar.
You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.
