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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Collection Notes;
locate a specific Collection Note record; and
open a Collection Note record for viewing/editing.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Collection Notes in the Finder:
From the Home tab: under search, select Collection Notes.
Or: Use the search section in the Mega Menu to select Collection Notes.
Or: From the main menu: select Edit > Search, then select Collection Notes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Collection Notes from the menu.
Your Collection Note records will be listed in the Finder. For example:
For further details and column definitions see Working With Collection Notes.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
You may select the Branch which issued the Collection Note using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Sales Credit (i.e. the number of the Credit Note associated with the Collection Note) hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Working With Collection Notes.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Bar Codes have the following Search options:
Sales Credit: Display Collection Notes (and search results) in Sales Credit (i.e. the number of the Credit Note associated with the Collection Note) number order.
Required By: Display Collection Notes (and search results) in Required By date order.
Account: Display Collection Notes (and search results) in Account number order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Sales Credit then enter all or part of the number of the Credit Note associated with the Collection Note.
Note: You may click the down arrow within the Search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Collection Notes:
1. Click Advanced on the Finder Toolbar.
2. By default, Collection Notes of every Status are displayed in the results (i.e. all of the Status fields are checked). To reduce the number of results you may wish to uncheck the following fields:
All: Show Collection Notes of every Status
Confirmed: Show Collection Notes with the Status 'Confirmed'
Unconfirmed: Show Collection Notes with the Status 'Confirmed'
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field then click the search (magnifying glass) icon on the Finder toolbar.
