Differences

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--- cats:procedures:quicksearch [2022/12/08 17:48] – jen
+++ cats:procedures:quicksearch [2023/02/05 04:04] (current) – wiki_admin
@@ Line 2: / Line 2: @@
 CATS has a search feature that can be used to quickly search and pull up the item/procedure you are searching.
+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 "skill".
-===Access Quick Search===
+===Access Quick Search (all skills)===
 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.
+This will pull up a search bar.
+[{{:cats:procedures:quicksearch_enterterms.png?|Enter a search term in the box}}]
+Enter a search item term and CATS will give a list. Click on the item and continue as usual.
+[{{:cats:procedures:quicksearch_search.png?|Search terms}}]
+(For example, search the term **add contract** and go directly to adding a contract)
+[{{:cats:procedures:quicksearch_addcontract.png?|Search add contract to pull up adding a contract}}]
+===Use One Character Skill Code===
+Accessing Invoices, Contracts, Counter-party 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:\\
+  * **Accounts** ''a'': find counter-party accounts by account code.
+    * (example) ''a BREW'' lists accounts that start with "BREW".
+  * **Reports** ''r'': list user designed reports by their save name.
+    * (example) ''r MTM'' lists all reports saved with "MTM" in their name.
+  * **Invoices** "i": find active purchase/sale invoices using counter-party account code and/or invoice number.
+    * (example) ''i 515'' lists all invoices with numbers starting with "515".
+    * (example) ''i BREW'' lists all invoices for counter-parties with account codes that start with "BREW".
+    * (example) ''i 515 BREW'' lists all invoices with numbers starting with "515" for counter-parties whose codes start with "BREW".
+  * **Contracts** ''p'' or ''s'': find contracts using counter-party account code or contract number.
+    * (example) ''s 160112'' finds the sale contract with number "160112".
+    * (example) ''p BREW'' finds purchase contracts for sellers whose account code starts with "BREW".
+    * (example) ''p BREW 231'' finds purchase contracts for counter-parties whose account code starts with "BREW" with a contract number that starts with "231".
+  * **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.