Searching for a Hierarchy Entity to which the Terms and Conditions are Associated

Prerequisites

To search for a hierarchy entity to which the terms and conditions are associated, you should have:

  • Hierarchy entity defined in the application

  • Terms and conditions associated with the hierarchy entity

Procedure

To search for a hierarchy entity to which the terms and conditions are associated:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Deal Modelling and Simulation and then click Mapping Terms and Conditions.
    The Mapping Terms and Conditions screen appears.
  3. Select the Hierarchy Entity Details option from the Search By list in the Search Hierarchy Entity or Price Item zone.
  4. Enter the search criteria in the Search Hierarchy Entity or Price Item zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of hierarchy entities (to which the terms and conditions are associated) that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Mapping Terms and Conditions screen Terms and Conditions Mapping
Search Hierarchy Entity or Price Item zone Search Hierarchy Entity or Price Item