Both sides previous revision Previous revision Next revision | Previous revision |
cats:procedures:quicksearch [2022/12/12 15:01] – jen | cats:procedures:quicksearch [2023/02/05 04:04] (current) – wiki_admin |
---|
| |
===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 or 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:\\ | 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). | |
| |
| |
| |