- DIVISION, "ALL" OR "SEL"
This search category applies to all document types except
Exchanges or Warehouse Transactions.
-
- Type ALL to include documents for all divisions, in the
search.
- To generate the document list for a single division, leave this
field blank for the Head Office Division, or enter a specific
division code, or select a division from the drop-down list.
- Type SEL to select a region or a range of divisions to include,
as outlined in Division Select By
Region.
LOCATION, ALL, OR SEL
This search category applies to all document types except
Exchanges.
-
- Type ALL to include documents for all locations in the
search.
- To generate the document list for a single location, leave this
field blank for the Head Office, or enter the specific division
code, or select a division from the drop-down list.
- Type SEL to select a region or a range of locations to include
in the search, as outlined in Division Select
By Region.
BILLING STATUS OF DETAILS
This search category applies only to Contracts.
- Select one of the following billing status options:
- Select Billed to only include contracts on which one or
more items have already been billed.
- Select Unbilled to include only contracts on which one
or more items have not yet been billed.
- Select Both to include contracts regardless of billing
status.
INVOICE TYPES TO INCLUDE
This search category applies only to Invoices.
- A window is provided listing the various types of invoices.
- Check the box beside each invoice type to include it in the
search.
- Uncheck the box beside each invoice type that should not be
included in the search.
SEARCH DOCUMENTS IN
This prompt applies only to Contracts, Invoices, and
Work Orders.
- Select one of the following options:
- Select Current to view only documents in current
status.
- Select Batch to view only Invoices in batch posting
status.
This does not apply to Contracts or Work Orders.
- Select History to view only documents in history.
- Select Both to include all documents regardless of
status.
DOCUMENT STATUS
- This prompt applies only to Contracts,
Reservations, Purchase Orders and Warehouse
Receiving Transactions.
- Select one of the following options:
- Select Open to view only active documents that have not
been filled or closed.
- Select Closed/Honored to view only completed and closed
documents.
- Select Both to include all documents regardless of
status.
A Details Contract Search Default can be setup for
Contract searches in the Company Contract
Parameters.
QUOTATION TYPE
- This prompt applies only to Quotations.
- Select one of the following options:
- Select Rental to view only rental quotes in the
list.
- Select Sales to view only sales quotes.
- Select Both types of quotations.
Document numbers may appear duplicated if the same number has been
used for a sales and also a rental quote.
OPEN ORDERS ONLY
- This prompt applies only to Sales Orders.
-
- Check this box to only include sales orders that have not been
completely filled.
- Uncheck this box to include all sales orders, including open
and completed orders.
BACKORDERS ONLY
- This prompt applies only to Sales Orders.
-
- Check this box to only include open sales orders that have
items that have quantities that been flagged as on backorder.
- Uncheck this box to include all orders regardless of the
backorder flag.
ADDITIONAL OPTIONS
- This search category applies to all document types.
A window is provided to apply further filters to the search,
including selection ranges by document number, for a time period,
by customers, vendors, sites, products, classes, and groups.
A search option is also provide by billing name, shipping name, and
name keyword search option, for all documents except
Exchanges and Warehouse Receiving
Transactions.
Search Results:
The resulting list of documents displays the document number, and
customer/vendor name.
Windows are provided to drill down to the details on each of the
Header, Details, and Totals, portions of the document as outlined
in View Document Information.
This varies according to the type of document requested, and can
include the transactions, or source document, or resulting document
when applicable.
Exchanges and Warehouse Receiving Transactions are
a little different, and include dates and an EXP/CON
button to view details on the product transactions.
Topic Keyword: (3739)