Features specific to the Quick Search window
To look up orders for a Bill To, parent, or prospect on its company profile, click
Search for Orders on the
Orders sub tab. The Scroll Orders window opens.
The window consists of six tabs, each of which provides restriction fields that you can use to limit the list of orders the system retrieves. The system applies all restrictions entered on all tabs, not just the restrictions entered on the tab currently in the front.
Applying restrictions
After you enter your restrictions, click
Find to retrieve all orders that match those restrictions. Records are listed in the Results area below the restrictions fields.
Clearing all restrictions
After you enter restrictions, you may want to clear all restriction criteria so that you can to do another search with different criteria. Use
Reset to do this.
Note: For a Parent company, or a Bill To with a parent, the system automatically enters the Parent's ID in the Parent field. The field is read-only.
Using the Link From Dates feature
Excluding the Reference tab, all tabs have one or more sets of date ranges. For example, the Quick Search tab has a date range for pickup dates, as well as a date range for delivery dates. By default, the system sets the start date for all date ranges to 30 days prior to today.
Your selection in the Link From Dates check box applies to all sub tabs that contain date range fields. It is designed to make date entry easier. Options are:
• Selected (default)
The initial date you enter for one date range is automatically copied as the initial date for the other date range. For example, if you enter a start date of 9/15 for a pickup date range, 9/15 is set as the start date for the delivery date range.
• Cleared
The initial date you enter for one date range is not automatically copied as the initial date for the other date range. For example, if you enter a start date of 10/22 for a pickup date range, the start date for the delivery date range does not change.
Exiting the window
Click
Close.
Note: You also can exit the window by clicking on
Search for Orders in the upper left of the
Orders tab.
