Finding Records with Lookup
Fields
Lookup fields are designated with 
and allow you to search
for specific records from a list of related data available within the
system. During data entry, these fields will only accept valid values
that have been setup and activated in the associated master data list
or library. When the user knows the exact value, it can be entered
in manually or values can be searched and selected using the lookup functionality.
The search options are designed to speed up this process by allowing
users to narrow down your search criteria and avoid paging through hundreds
of records just to locate the one they want.
Advanced search options are available by clicking
the zoom icon to open the lookup page. In addition
to providing users the ability to search and select records, the lookup
pages also provide ad hoc reporting capabilities with the find by and
export options available.
Find by
Search Type, which can be any of the following;
Starts with
Contains
Ends With
Is Equal to
Is Not Equal to
Is Greater Than
Is Greater Than
Or Equal To
Is Less Than
Is Less Than Or
Equal To
Entry Fields
Maximum Records
You may select the maximum number of records
to be displayed, by entering a number in the maximum records entry field
this will overwrite the established System
or user Default rows to
return on zoom. If you type in 5, when the zoom is launched by selecting
search, no more than 5 results will be displayed on your screen.
Export Screen
Clicking this exports all the rows seen on
the screen to a CSV formatted file.
Export All
Clicking this exports all the rows in the database
that match the filter criteria to a CSV formatted file.
Search Type
This field is on certain zooms that have active
and historical records. The options available are: Both, Active
and Historical.
Find by
Enter the criteria you want to find the record
by; for example if looking for a particular vendor you may want to Find
By Vendor Name.
Field Find by options will vary depending on the search
being conducted.
Search Type
Select the type of search desired from the
pull-down menu.
Value
Enter the value of the search criteria.
For example, you want to search for the Vendor Mass
Marketing Company, Inc., but it is not displayed
as one of the visible records. You could select 'Vendor Name' in the Find
by field and type 'Mass' in the Starts With field, and all Vendor codes
(depending on your Default Rows to Return on Zoom setting) that begin
with an 'Mass' will be returned.
Entry Toolbar
Search
Select this button or press enter to refresh
the data and records returned to the page.
Lock
This button allows users to remember (or 'lock')
the selected Sorting, Find By options and criteria for that user, field,
company combination. When clicked the Find By, Search Type and Values
will be saved and available the next time the zoom is opened. Clicking
the button again will 'unlock' the zoom and the default options will appear
for the user the next time it is opened.
Locked: Will remember the
selected Find By, Sorting, Search Type and Values the next time the zoom
is opened.
Unlocked: Default Find By,
Search Type and Values options will be displayed the next time the zoom
is opened.
Display Fields
The fields displayed within each lookup will
depend on the specific field or transaction that is being searched. The
column headings for each field are displayed and can be selected to sort
the results with a click of the button. An arrow icon will appear
next to the column heading for the field currently being sorted indicating
if it is being sorted in ascending (up) or descending (down) order. The
selected sort option will be saved when using the lock feature for the
user, field, company combination.
When the 'Enable Lookup Suggestions' general
System Setting is activated, a list of available values will appear when
a lookup field has been selected, providing an alternative entry method
for supporting data without opening a separate lookup page. The
lookup suggestions displayed are updated as users type into the field
to display possible matches. By restricting the suggestions immediately
based on matches for the associated ID or Description, users may take
advantage of the auto-complete feature once a value is highlighted or
choose an alternative suggestion. The first value in the suggestion
list will be automatically selected once a user begins to type into the
field.