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cats:procedures:quicksearch [2022/12/12 14:07] – jen | cats:procedures:quicksearch [2023/02/05 02:27] – wiki_admin | ||
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CATS has a search feature that can be used to quickly search and pull up the item/ | CATS has a search feature that can be used to quickly search and pull up the item/ | ||
+ | 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. | ||
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(For example, search the term **add contract** and go directly to adding a contract) | (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.\\ | ||
+ | |||