Using the Order Processing Search Feature

Overview

The Search feature is available throughout Order Processing and allows you to easily find information that you might not know by memory. Any time you see the search icon to the right of a field, a search is available for that field. Let’s take a look at an example:

Scenario 1

You want to access an order in Order Maintenance, but you don’t know the order number.

1. Click the Search button.

2. Enter as much information as you know about the customer. In this example, the customer’s name is “Jonathan Smith” so we will enter that information in the appropriate fields.

3. Click Refresh.

4. Orders for the entered customer appear.
• If the More button is active (not grayed-out), click it to include all of the customer’s orders in the results. You might have to click it more than once.

5. Click a customer order to access it.

Scenario 2

You are adding a line to an order in Order Maintenance, but you can’t remember the item number.

1. Click the Search button.

2. Enter as much information as you know about the item. For this item, you know that the brand is Sony and that the product type for the item is TV.

3. Click Refresh.
• Any time the search criteria changes, you must click Refresh to update the search results.

4. Items that match the search criteria appear.
• If the item you are looking for is not in the list, enter new criteria and click Refresh.

5. Click on an item line to select that item for the transaction.