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cats:procedures:quicksearch [2023/02/05 02:27] – enhanced description of quick search skills wiki_admin | cats:procedures:quicksearch [2023/02/05 04:04] (current) – wiki_admin |
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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 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:\\ |
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* Accounts (a): find counter-party accounts by account code. \\ example **"a BREW"** lists accounts that start with "BREW". | * **Accounts** ''a'': find counter-party accounts by account code. |
* Reports (r): list user designed reports by their save name. \\ example **"r MTM"** lists all reports saved with "MTM" in their name. | * (example) ''a BREW'' lists accounts that start with "BREW". |
* 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". | * **Reports** ''r'': list user designed reports by their save name. |
* 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". | * (example) ''r MTM'' lists all reports saved with "MTM" in their name. |
* Delivery Order (do): list delivery order traffic forms by counter-party account code or DO number. | * **Invoices** "i": find active purchase/sale invoices using counter-party account code and/or invoice number. |
* Sampling Order (so): list sampling order traffic forms by counter-party account code or SO number.\\ | * (example) ''i 515'' lists all invoices with numbers starting with "515". |
* Shipping Advice (sh): list shipping advice traffic forms by counter-party account code or SH number.\\ | * (example) ''i BREW'' lists all invoices for counter-parties with account codes that start with "BREW". |
* Shipping Instructions (si): list shipping instruction traffic forms by counter-party account code or SI number.\\ | * (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. |
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