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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Credit Authorisation records;
locate a specific Credit Authorisation record; and
open a Credit Authorisation 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 Credit Authorisation records in the Finder:
From the Home tab: under search, select Credit Authorisations.
Or: Use the search section in the Mega Menu to select Credit Authorisations.
Or: From the main menu: select Edit > Search, then select Credit Authorisations.
Or: In the Finder: click the 'down' arrow on the Search... button and select Credit Authorisations from the menu.
Your Credit Authorisation records will be listed in the Finder. For example:
For further details and column definitions see Credit Release Authorisation.
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 Credit Authorisation using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Code 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 Credit Release Authorisation.
The following hyperlinks are also available in this Finder. Click:
Order - to open the associated Sales Order
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.
Credit Authorisation records have the following Search options:
Code: Display Credit Authorisation records (and search results) in Code (i.e. the number of the Credit Authorisation record) number order.
Date: Display Credit Authorisation records (and search results) in Date order.
Customer Account: Display Credit Authorisation records (and search results) in Customer 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 based.
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 a Credit Authorisation Code then enter all or part of the code number.
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 Credit Authorisation Records:
1. Click Advanced on the Finder Toolbar.
2. By default, Credit Authorisation records 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 uncheck the following fields:
All: Show Credit Authorisation Records of every Status
Unused: Show Credit Authorisation records with the Status 'Unused' (i.e. a Credit Authorisation record which has been created but no details have been entered)
Allocated: Show Credit Authorisation records with the Status 'Allocated' (i.e. a Credit Authorisation record for which details have been entered and saved, but the order it relates to has not yet been Completed)
Used: Show Credit Authorisation records with the Status 'Used' (i.e. a Credit Authorisation record for which details have been entered and saved, and the order it relates to has been Completed but has not yet been invoiced)
Invoiced: Show Credit Authorisation records with the Status 'Invoiced' (i.e. a Credit Authorisation record for which details have been entered and saved, and the order it relates to has been Completed and invoiced)
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.
NEXT: Finding Credit Notes
