Parts
Search Criteria
Search Fields
Part Number/Issue– enter the part number/issue, wildcard can be used
Drawing Number/Issue– enter the drawing number/issue, wildcard can be used
Part Category – use the search button to filter by part category
Description – enter the part description, wildcard can be used
Supplier – use the search button to filter by supplier
Part Form – use the search button to filter by part form
Customer – use the search button to filter by customer
Part Specification – enter the part specification, wildcard can be used
Part Records
Active – retrieves all active part records
Inactive – retrieves all in-active part records
Both – retrieves both active and in-active part records
Made or Bought?
Made – when ticked will retrieve all parts with a made status
Bought – when ticked will retrieve all parts with a bought status
Search Button – once all filters have been applied selecting the Search button will retrieve all data.
Search by Batch – select this button to search for part records by the batch number, a search screen will appear
Reset Criteria – all previous filters will be reset
Save Current Criteria – saves the criteria currently set
Advanced Search? – activates advanced search
Advanced Search
Advanced search can be activated to give users more scope for filtering part records.
Within each criteria field there is a double chevron that enables more in depth filtering of data. Use the Add button and enter the detail of filter required, in the illustration the search will be for two companies Tricorn and Harrods.
Use the drop down menu to filter using the criteria displayed, Exactly, Starting, Containing, Ending or NOT Cont. When the necessary criteria are displayed these too can be added to the box for more in depth retrieval.
Search Results
Providing all the relevant search criteria has been set, the search results will appear in the lower half of the search window.
Line highlighted in yellow will be selected if the return key is pressed or the OK button selected.
Existing part stock batches can be viewed by selecting the drop down arrow against the record
Append Results
Selecting the Append Results button will add the current search to the tab Appended Search Results, further search results can be added. To remove all items in the Appended Search tab use the Empty List button
Find Dialogue
The Find Dialogue button opens the Locate Field Value window where searches can be made using the selected criteria. Once a search has been made using this feature will enable users to search further within the window.
Find Next
Once the Find Dialogue criteria has been set this button will look for the next record.
Search
Entering detail within this field will retrieve the information as per Simple Search in previous versions. Select the relevant column to search against.
Print Report
Prints the detail contained in the search table
Edit Report
Please contact the system administrator
Export Selected Data
Search table detail can be exported to Excel. Once the detail has been added to the clipboard open Excel and paste content.
New
The New button opens the Part window where a new part can be created.
OK
Opens the highlighted part record
Cancel
Closes the part search window
Recently Visited Purchase Orders Tab
This table records all the works orders that have been opened enabling easy retrieval if required
Append Search Results Tab
Having selected the Append Results button within the Search screen all records will appear in the Append Search Results table. To remove records, use the Empty List button.