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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- Service Catalog items and bundles
- Add a Service Catalog item
- Add a Service Catalog non-cart item
- Add a Service Catalog bundle
- Add user selections in a Service Catalog item or bundle
- Add multiple selections for Service Catalog item user options
- Edit a bundle or item
- Accessing user selections
- Displaying currency in the Service Catalog
- Format a currency for display
Displaying currency in the Service Catalog
Catalog items prices are stored in the currency in which the item was added to the catalog. This allows the definition of catalogs in a baseline currency. A catalog administrator views the catalog item in the currency in which it was added, which is not necessarily the item's display currency. When editing an item, the catalog manager views the catalog items in the currency in which the items were added.
There is a display currency field defined in the operator record for each operator. The value is selected from a drop-down list of the active currencies in the system. The value of display currency defaults to the root currency of the system as defined in the company record. In addition, the currency information record for a currency defines how to display the currency and any associated currency symbol. There is a currency information record in the system for each of the available currency codes. You can use this record to define how you want a currency to display.
The currency of items in a bundle defaults to the main bundle currency. This means that a bundle cannot have items with different base currencies. For example, a line item of $20 US dollars within a bundle with a currency of Franks will be viewed by the bundle as Franks, and the $20 item then displays as 20 Franks. The system does not convert currencies within bundles.
Warning: You should not configure a bundle with any items (bundles or line items) of a different currency as they will not be converted to the proper currency value. The sub bundles and line items will simply have the face value taken and have the bundle's currency applied to it.
When a users orders from the catalog, the item price displays in the display currency set by the user's operator record. A currency conversion table is used for this display. Conversions are rounded to two decimal places. The conversion rates do not display. Approvers see the cart item price displayed in the display currency setting for the approver's operator record.
The user selection items always displays in the original currency that the requester (operator) used to order the item. For example, if an approver is viewing the request, but the approver uses a different currency than the requester, the item cost displays in the currency of the requester.
New or modified catalog items use the conversion rate available in the conversion table at the time item is added to the cart. The item is not approved at this point in the process. If there is no rate for that date in the conversion table, then the system uses a fuzzy logic to select a rate before the date. Catalog managers are responsible for the maintenance of the conversion table and should update their conversion tables only as often as they need for accuracy. The cart item prices are stored in the root currency of Service Manager as converted from the catalog currency using the rate specified in the conversion table.