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 |
|---|---|---|
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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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Generate a payment schedule for a contract
Applies to User Roles:
System Administrator
Contract Management tracks each service contract between a customer and service provider, and compiles the individual expenses and costs for those services. Configuration Management allows you to generate a payment schedule for a contract as long as there is an outstanding balance for that contract.
Note The payment schedule you set up should fit within the start and end dates of the contract.
To generate a payment schedule for a contract that is not expired, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Use search or advanced search to find one or more records.
- Select the record that you want to update.
- Open the Financial section.
- Go to the Payment Information subsection.
- Click Generate Payment Schedule to start the Generate Payment Schedule wizard.
- Complete the following required fields:
- No. of Payments: Enter the total number of payments to be made.
- Frequency: Select Daily, Monthly, or Annually.
- Do one of the following to choose the Currency value:
- Select a currency from the list. For example, British Pound.
- If the Currency box is empty, click Fill to choose an ISO currency code. For example, GBP for British Pound.
- Click Find to generate a record list of currency records. Double-click any record to display the record in the Currency form.
- Currency EX Date: Required only if the system currency and payment currency are not the same.
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Click Next to return to the Contract Information form. The pending payments are listed in the payment schedule table at the bottom of the form. For example, if you have scheduled five monthly payments of $100.00 each, these payments are listed with their due dates and a status of pending.
Note Configuration Management verifies that the payment schedule fits within the start and end dates of the contract. If the amount and frequency of payments do not fit within those limits, Configuration Management displays an error message.
Related topics
Configuration Management overview
Contract Management overview
Example: Search for a record
Add a contract
Create a new contract terms and conditions record
Create a contract template
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Schedule a payment for a contract
Submit a payment record
