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cats:procedures:quicksearch [2022/12/08 17:31] – jen | cats:procedures:quicksearch [2023/02/05 02:27] – wiki_admin | ||
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====CATS Quick Search Feature==== | ====CATS Quick Search Feature==== | ||
- | CATS has a quick search feature that can be used to quickly search and pull up the item/process | + | CATS has a search feature that can be used to quickly search and pull up the item/procedure |
+ | Access invoices, contracts, accounts, traffic forms from the quick menu interface by entering the identifier. | ||
+ | Users can do this one of two ways: Search all skills or enter the one-character code for the " | ||
- | ===Access Quick Search=== | + | ===Access Quick Search |
There a few ways to access this feature. Go to **? > Search** or press **F5 (Ctrl + F5 on web-based)** while in CATS. | There a few ways to access this feature. Go to **? > Search** or press **F5 (Ctrl + F5 on web-based)** while in CATS. | ||
+ | This will pull up a search bar. | ||
+ | [{{: | ||
+ | Enter a search item term and CATS will give a list. Click on the item and continue as usual. | ||
+ | [{{: | ||
+ | |||
+ | (For example, search the term **add contract** and go directly to adding a contract) | ||
+ | [{{: | ||
+ | |||
+ | ===Use One Character Skill Code=== | ||
+ | Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier or skill code.\\ | ||
+ | Skill character codes: | ||
+ | |||
+ | * Accounts (a): find counter-party accounts by account code. \\ example **"a BREW" | ||
+ | * Reports (' | ||
+ | * Invoices (i): find active purchase/ | ||
+ | * Contracts (p) or (s): find contracts using counter-party account code or contract number. \\ example **"s 160112" | ||
+ | * Delivery Order (do): list delivery order traffic forms by counter-party account code or DO number. | ||
+ | * Sampling Order (so): list sampling order traffic forms by counter-party account code or SO number.\\ | ||
+ | * Shipping Advice (sh): list shipping advice traffic forms by counter-party account code or SH number.\\ | ||
+ | * Shipping Instructions (si): list shipping instruction traffic forms by counter-party account code or SI number.\\ | ||
+ | |||
+ | |||