Using Select Screens

Locating the right items in a long, complex list can be a difficult task. However, you can enter your own search criteria on some system screens.

Access search screens from applicable system screens by using a Find or Select hot key. On the search screen, enter your search criteria. The system uses these criteria to search for matching items. It then displays all items which match the search criteria.

For example, you are searching for a certain kind of copper tubing in the product file. Access the search screen and enter COP as the word pattern to match on the search. The system searches for any matching items and returns products with COP in their description, such as copper tubing or copper elbow.

Similar screens are available throughout the system. Their titles and prompts may differ. For example, a similar screen may be titled Find, and have an additional prompt of Select Source.

To find or select items:

  1. From any Select menu, use a Find or Select hot key to display a search screen.

Note: This screen may be accessed from different menus throughout the system.

  1. Enter your search criteria in the following fields:

Field

Description

Select Pattern/ Search String

Enter a string of characters to display entries that contain only those characters.

Select Line

Do one of the following to display entries for the price or buy line:

  • Enter a price or buy line.

  • Press F10 and select a price or buy line.

Select User ID

Enter a user ID to display entries for that user.

Select Sec Level

Enter a security level to display entries assigned that security level.

Select Source

Enter a source, such as phone, to display entries associated with that origin.

Select Open Only

Enter Y to display entries that are currently open on the previous screen.

Select As Of Date

Enter a date to display the last item entered on or before this date.

Product Select Code

Enter a product select code to display products matching that code.

  1. Press Enter.

The system displays a list of all matching items.

  1. Select the correct item or perform a new search.

See Also:

Common Screens Overview