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cats:procedures:quicksearch [2022/12/12 14:21] – jen | cats:procedures:quicksearch [2023/02/05 04:01] – 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 one or two-character skill code and then a space followed by the search criteria for that skill.\\ |
- | Skill character codes: | + | Skill character codes:\\ |
- | a: Accounts | + | * Accounts "a": find counter-party accounts by account code. |
- | r: Reports | + | * (example) **"a BREW" |
- | i: Invoices | + | * Reports "r": list user designed reports by their save name. |
- | do Delivery Order | + | * (example) **"r MTM"** lists all reports saved with " |
- | so: Sampling Order | + | * Invoices "i": find active purchase/ |
- | sh: Shipping Advice | + | * (example) **"i 515"** lists all invoices with numbers starting with " |
- | si: Shipping Instructions | + | * (example) **"i BREW" |
+ | * (example) **"i 515 BREW" | ||
+ | * Contracts " | ||
+ | * (example) **"s 160112" | ||
+ | * (example) **"p BREW" | ||
+ | * (example) **"p BREW 231"** finds purchase contracts for counter-parties whose account code starts with " | ||
+ | * Delivery Order " | ||
+ | * Sampling Order " | ||
+ | * Shipping Advice | ||
+ | * Shipping Instructions | ||
- | For example, **"a BREW" | ||