cats:procedures:quicksearch

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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 (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 term in the box

Enter a search item term and CATS will give a list. Click on the item and continue as usual.

Search terms

(For example, search the term add contract and go directly to adding a contract)

Search add contract to pull up adding a contract

Use One Character Skill Code

Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the identifier or skill code.
Skill character codes:

  • Accounts (a): find counter-party accounts by account code.
    example “a BREW” lists accounts that start with “BREW”.
  • Reports ®: 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.
  • cats/procedures/quicksearch.1675564052.txt.gz
  • Last modified: 2023/02/05 02:27
  • by wiki_admin