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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Add a line item phase
- Click Request Management > Line Items > Line Item Phases. A blank line item phase definition form opens.
- Click Search to generate a record list.
- Click the name of a phase definition on which you want to base your new line item phase. The phase definition form opens, containing the definition data of the selected line item phase.
- Clear the name from the Name field, and then type a unique name for the new line item phase.
- In the Parent Area field, select Quotes or Orders as a valid parent area for a line item under this phase. When this field is left blank, all line items under this phase use this phase definition.
- The Modify Dates field in the Model/Line Items tab enables you to change the ordering dates of a line item. To have the ability to change the dates, type true. If you leave this field blank or if it is set to false, you cannot modify the dates.
- Modify the rest of this new phase record with your information in the following tabs:
- Definition
- Alerts
- Approvals
- Model/Line Items
- Scripts/Views
- Reports
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Click Add to add the new phase to the system.
A list of reports opens.
Caution: Make sure that you do not click Save because doing so will replace the existing phase with the new phase you are attempting to add.
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Double-click the report name to add the phase to the report.
A list of events opens.
- To restrict the new line item phase to certain events, select only those events.
- Double-click an event and review the event form to make sure you want to add the phase to this event.
- To go back to the list of events and continue to browse through the events, click Back.
- To add the phase to this event, click OK.
- Continue steps a. through c. to select the applicable events for this new line item phase.
- When you are done, click Back.
- Click OK.
- To add the new line item phase to all events, do the following:
- Click Add to All.
- Click OK.
Related concepts
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