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 |
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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". |
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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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- 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 order line items
Consider the following questions when closing and receiving order line items:
- Who will enter receipt information into Request Management when parts arrive at the receiving dock? If you use Get.It resources, you do not need to receive items into Request Management.
- How will inventory be updated by this information?
- Will scripts be used when technicians close order line items for work/service/labor after their task is completed?
Although request processing through Request Management can be considered the front-end component to interface with an external purchasing system, Request Management does receive against the orders within the system.
If you use an external purchasing system, we recommend that you record the other system’s Purchase Order Numbers (usually found on packing slips) on the order in Request Management:
- Create a field on the quote and/or order line item formats associated with the ocml file.
- Add the field to the dbDict.
You can now track the actual order generated through the external purchasing system and associate it with the original quote in Service Manager.
- Order line items for services are closed after the work is completed.
- Order line items for parts marked in the Catalog for receipt are received. These parts can be serialized (have a unique serial number) or non-serialized.
After it receives order line items that are combined from several different quote line items, Service Manager displays a distribution screen to post the receipt information back to the quote line items that generated the order.
You can configure the system to automatically close the original quote line item when you complete the receiving and posting process for an order line item.
Related topics
