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
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Orders
- Order generation process
- Batch ordering
- Processing control fields
- Routing orders to external purchase systems
- Prepare for background ordering requirement
- Closing and receiving
- Closing and receiving order line items
- Receipt verification
- Confirmation
- Receiving log
- Link records
- Format control and link records
Closing and receiving
After the quote is officially entered into the system, approvals are made, and the associated orders are generated, the order process moves into a receiving mode and closes the individual line items.
Line items, which make up orders, are traced back to the initiating quote which can be closed after all items (parts and services) are received and closed. Several automatic and manual procedures track and associate related processes.
Related topics
Closing and receiving order line items
Receiving log
