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 |
|
Environment records
Within Request Management, environment records define the overall operating environment and establish features for each functional area: quotes, line items, and orders. The environment records contain information specific to each operator, including the following:
- Access rights
- Numbering format and length
- Enabled/disabled alerts and events
Environment records are required to access each functional area within Request Management.
Edit environment records
The Request Management Environment record defines options that enable or disable Request Management application functionality for all Request Management users. The Request Management Environment record has default settings. However, you can configure these settings to meet your business needs.
To configure the Request Management environment settings for line items, orders, or quotes, do the following.
-
As a System Administrator, click the following to open application environment records:
- System Administration > Ongoing Maintenance > Environment Records > Request Management Line Item Environment
- System Administration > Ongoing Maintenance > Environment Records > Request Management Order Environment
- System Administration > Ongoing Maintenance > Environment Records > Request Management Quote Environment
Or click the following from Request Management:
- Request Management > Maintenance > Administration > Line Item Environment
- Request Management > Maintenance > Administration > Order Environment
- Request Management > Maintenance > Administration > Quote Environment
- Select new options or clear default options. Your changes redefine the Request Management environment for all users.
- Determine the numbering format to establish for quotes, line items, or orders.
- Decide on a separator character between your main quote or order number and the included line items or parts, such as Q1234-001 and O2345-100.
- Determine the length of the unique number to be added (this will determine how often you may need to reset your numbers).
- Stockroom option: When a line item has been completely received, select whether it should be marked as "In Stock" or closed.
- When you have finished making your changes, click Save and OK.
Number controls
Each of the first three following options retrieves the unique sequential number according to the ocmq, ocmo, and ocml records in the number file. The number.reset application can be used to reset this unique number at the beginning of each year, or more often if necessary. These number controls determine how your quotes will be numbered.
| Option | Description |
|---|---|
| Yr/Unique No (YYNNN) |
The current year (system-calculated), followed by a unique sequential number. |
| Yr-Mo/Unique No (YYMMNNN) |
The current year and current month (system-calculated), followed by a unique sequential number. |
| Julian/Unique No (YYDDDNNN) | The current Julian date (system-calculated), followed by a unique sequential number. |
| Unique Number Only | A unique number without prefixes or suffixes, retrieved from the number file (ocmq, ocml or ocmo classes).
Separator causes a separator character to appear between your main quote or order number and the included line items or parts, such as, Q1234-001. Unique Number Length specifies the length of the unique number to be added (determines how often you may need to reset your numbers). |
| Parent No/Unique No (PPPNNN) | The Parent Quote or Order number, followed by a sequential number determined by the total.line.items field in the parent item. This option is only displayed in the line item environment record (environment.ocml). |
Quote options
These options determine the overall behavior of quotes and how they will be processed.
| Option | Description |
|---|---|
| Allow Access without Operator Profile | If true, operators without user profiles can access the area using the area’s default profile. |
| Schedule Alerts? | Enables alerts to be turned on (true) or off (false) for the entire area, such as alerts added to the current alerts file. |
| Schedule Events? | Enables event processing to be turned on (true) or off (false) for the entire area, such as events added to the schedule file, or not. The default setting is false. |
| Operator ID/Full Name | Controls if the Operator’s Login ID or the Full Name is recorded in the application’s records. If true, the Operator ID is recorded; if false, the Full Name is recorded. The default is false. This information is recorded in the variable ocm.ufname. |
