Simon Clive: Created page with "Transactional Search Can you search the entire company file for a Global Ref No or Contact Name? On the bottom right of the ERP Main Screen (as you look at your screen), you wi..."

2011-06-28T05:38:52Z

Created page with "Transactional Search Can you search the entire company file for a Global Ref No or Contact Name? On the bottom right of the ERP Main Screen (as you look at your screen), you wi..."

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Transactional Search

Can you search the entire company file for a Global Ref No or Contact Name?

On the bottom right of the ERP Main Screen (as you look at your screen), you will see Search Text "F5,F6,F7"
This allows you to perform a Full, Starts With OR Like search for the entire database.

The column search choices are by: Contact Name; Global Ref No
For the most part the Global Ref No is the most commonly searched by as all other information can be found
via the relevant lists within ERP.

Pressing "F5" "F6" or "F7" function keys on your keyboard, will search in the following ways for a subject:

F5 "Full"
Opens with the full list of the subject e.g. when finding a client in sales order "F5" will show the full list of all your clients.
Key in the first letter of your subject and the list will drop down and highlight the first subject starting with that letter,
key in further letters to narrow your search further. ie typing "Smi" will find and highlight all names beginning with the
letters "Smi"

F6 "Starts with"
Opens with no list (Great for speed) and when you enter the first letters of the subject, then press F6, a short list of
subjects that start with the letters entered, will appear. These lines will be highlighted. ie typing "Smi" will only display
names beginning with the letters "Smi". No other names will be displayed, so you will not see any names beginning
with "Sma"

F7 "Like"
Opens with no list (Great for speed) and when you enter the any letters of the subject then press F7, a list of subjects
with the like letters you have entered will appear. ie typing "Smi" will find and highlight all names with the
letters "Smi" anywhere within the name so "Mr Smith" will display

Note: If you have selected a list using the "F6" mode, these lines will be highlighted. Then when you further select data
with F7 mode for the "Like" selection the list will increase and show everything with "Like", the orginal selection that
"Starts With", will still be highlighted

Remember: By default the first left hand column in any list or report, is the default search column.

13 Transactional Search - Revision history

Simon Clive: Created page with "Transactional Search Can you search the entire company file for a Global Ref No or Contact Name? On the bottom right of the ERP Main Screen (as you look at your screen), you wi..."