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 quote phase
- Click Request Management > Quotes > Quote Phases. A blank 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 quote phase. The phase definition form opens, containing the definition data of the selected quote phase.
- Clear the name from the Name field, and then type a unique name for the new quote phase.
- Modify the new phase record by providing your information in each of the following tabs.
The information should be relevant to the system behavior and level of control you want an operator to have on a quote in this phase.
- Definition
- Controls - When updating or adding a new phase definition record, you can provide both the button label and the balloon help text in the Close Description field. The format is
Button label;Balloon help
. - Alerts
- Approvals
- Model/Line Items
- Scripts/Views
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Click Add to add the new phase to the system.
A list of events 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.
- To restrict the new quote 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 quote phase.
- When you are done, click Back.
- Click OK.
- To add the new quote phase to all events, do the following:
- Click Add to All.
- Click OK.
Related concepts
We welcome your comments!
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