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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Create and update contracts
Contract Management enables you to create contracts from contract types or user-defined templates. You can also update the terms and conditions of a contract to meet your business needs.
When you create a new contract, you can:
- Select a contract type by using the Add New Contract wizard.
- Select a template by using the Add New Contract wizard.
- Bypass the wizard by filling in the General Contract Information form directly.
Update the terms and conditions of a contract
Applies to User roles: System Administrator
You can update the terms and conditions of a current contract from a repository of terms and conditions.
To update the terms and conditions for a contract, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Use search or advanced search to find one or more records.
- Double-click a record to display it in the contract information form.
- Open the Terms section.
- Insert the cursor in the Term/Condition table cell, and then click the Fill button in the tool tray. A list of terms and conditions is displayed.
- Double-click the terms and conditions that you want to apply to the selected contract record.
- In the Financial section, make sure the cost information is correct. Because you are updating the terms and conditions of the selected contract, make sure that the cost information, such as the currency expiration date, is current as well.
- Click Save.
Create a new contract terms and conditions record
Applies to User roles: System Administrator
You can create contract terms and conditions records to use with your contract templates. If you add a new contract or update an existing contract, you can choose an applicable set of terms and conditions from the list of available records.
To create a new contract terms and conditions record, follow these steps:
- Click Configuration Management > Contracts > Terms and Conditions.
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Select from the Contract Type list to choose an applicable contract type. You can choose from the following contract types:
- Lease
- Maintenance
- Software
- Support
- Warranty
Note If you want the new terms or conditions to apply to all contract types, leave the Contract Type field blank.
- Type a brief description in the Term/Condition field.
- Click Add.
Configuration Management generates a unique internal system ID for the new contract terms and conditions record. This value is displayed in the Internal System ID field.
