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cats:procedures:quicksearch [2022/12/12 14:21] – 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/ | ||
- | Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier. | + | Access invoices, contracts, accounts, traffic forms from the quick menu interface by entering the identifier. |
- | Users can do this one of two ways. Entering | + | 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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===Use One Character Skill Code=== | ===Use One Character Skill Code=== | ||
- | Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier. | + | Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier |
- | Skill character codes: | + | Skill character codes:\\ |
- | a: Accounts | + | * Accounts (a): find counter-party accounts by account code. \\ example **"a BREW" |
- | r: Reports | + | * Reports ('r'): list user designed reports by their save name. \\ example **"r MTM"** lists all reports saved with " |
- | i: Invoices | + | * Invoices (i): find active purchase/ |
- | do Delivery Order | + | * Contracts (p) or (s): find contracts using counter-party account code or contract number. \\ example **"s 160112" |
- | so: Sampling Order | + | * Delivery Order (do): list delivery order traffic forms by counter-party account code or DO number. |
- | sh: Shipping Advice | + | * Sampling Order (so): list sampling order traffic forms by counter-party account code or SO number.\\ |
- | si: Shipping Instructions | + | * Shipping Advice |
+ | * Shipping Instructions | ||
- | For example, **"a BREW" | ||