Differences

This shows you the differences between two versions of the page.

--- cats:procedures:quicksearch [2022/12/12 14:37] – 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.
-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 the one-character code for the "skill" or "?" to search all skills.
+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.
@@ Line 17: / Line 17: @@
 ===Use One Character Skill Code===
-Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier.
+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:\\
-a: Accounts\\
+  * **Accounts** ''a'': find counter-party accounts by account code.
-r: Reports\\
+    * (example) ''a BREW'' lists accounts that start with "BREW".
-i: Invoices\\
+  * **Reports** ''r'': list user designed reports by their save name.
-do Delivery Order\\
+    * (example) ''r MTM'' lists all reports saved with "MTM" in their name.
-so: Sampling Order\\
+  * **Invoices** "i": find active purchase/sale invoices using counter-party account code and/or invoice number.
-sh: Shipping Advice\\
+    * (example) ''i 515'' lists all invoices with numbers starting with "515".
-si: Shipping Instructions\\
+    * (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.
-For example, **"a BREW"** in demo will pull up a link to the BREWERS account (which will also match any reports that have BREW in their save file name).