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 |
|---|---|---|
|
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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Catalog operations
Creating the catalog is the first step in the request process and is one of the most important parts of the Request Management setup process.
The catalog includes three primary files: the model, modelvendor, and vendor files. The model table is a list of items and bundled items available for request, the vendor file is a list of vendors, and the modelvendor table connects the two.
An administrator with rights to create catalog items configures the system, and most operators have rights to access existing catalogs only. Operators do not have editorial control; they cannot add items to the catalog that are not already defined.
Model table
The model table is a detailed bill of materials for a part. This includes the hardware, software and services that comprise the item, as well as controls on the part and its components. The table contains information regarding what operators can do with the part, how components of this part are selected, how quote line items turn into orders, and whether to order or to consume from stock. Both the model.g form and the ocmco.g form can be used to display data contained in the model table.
The catalog defines an item’s components and their order generation dependencies. Controlling the order generation dependencies includes the purchase requisition, service, and work orders necessary to obtain the item.
The Type: Category field controls the grouping of similar Catalog items under a common name.
The model file defines the components an operator may order, using the Unique key of Part Number to identify items. It also contains all associated component relationships within the catalog.
The model record contains:
- The rules for processing a component when it is a line item as part of a quote or order
- References to component parts included with a parent part
- The names of approval definitions that a component must have when it is added to a quote or an order
- If a part has components, the rules for selecting the dependent components
- The status of quantities of a component: in use, available, on order
The information in the model record is copied to each line item in a quote.
You can view the model file in two different screens:
- ocmco (the catalog view)
- model (the model view)
Modelvendor table
The modelvendor table combines certain information from the model and vendor tables, such as the vendor’s cost, lead time, time zone, and payment schedules.
Vendor table
The vendor table is shared throughout Service Manager as the source of manufacturer and retail vendor/supplier information. It also holds data on internal and external service providers. A vendor record for a particular manufacturer must exist before items from the manufacturer can be admitted to the Configuration Management and Request Management catalogs.
The vendor table provides contact and services information for a particular vendor/suppler.
Related topics
