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Quantum VS Help: Finder |
You may use the Finder to:
show details of applied Forward Prices (i.e. historical forward price/cost changes which have been applied to a product); and
open an associated Product 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 Forward Price History in the Finder:
From the Home tab: under search, select Forward Price History.
Or: Use the search section in the Mega Menu to select Forward Price History.
Or: From the main menu: select Edit > Search, then select Forward Price History.
Or: In the Finder: click the 'down' arrow on the Search... button and select Forward Price History from the menu.
Forward Prices which have been applied to a product will be listed in the Finder. For example:
Historical Forward Price update records are listed, showing the date on which the price/cost was entered and applied, the Price Type (whether the selling price or Supplier cost was updated), Supplier details (for Supplier cost changes) and the Section/Order code for each product. For further details see Updating Product Prices And Costs.
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.
To open the Product record linked to each price/cost change, click the Product Code hyperlink of the record you wish to open.
The record will open in a new tab. For further details see Updating Product Prices And Costs.
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.
Forward Price History records have the following Search options:
Applied Date: Display Forward Price History records in Applied Date order.
Product Code: Display Forward Price History records in Product Code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Supplier Account: Display Forward Price History records in Supplier Account 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 Product then enter all or part of the Product Code.
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 historical/applied Forward Prices:
1. Click Advanced on the Finder Toolbar.
2. By default, all of the historical Forward Price types listed below are displayed in the results (i.e. all of the Type fields are checked). To reduce the number of results you may uncheck the following fields:
Include:
All: Include historical Forward Prices of all types in the search results.
Promotional Price: Include historical Forward Prices which are Promotional Price changes.
Selling Price: Include historical Forward Prices which are Selling Price changes.
Main Supplier: Include historical Forward Prices which are Main Supplier Cost changes.
1st Alternate Supplier: Include historical Forward Prices which are 1st Alternate Supplier Cost changes.
2nd Alternate Supplier: Include historical Forward Prices which are 2nd Alternate Supplier Cost changes.
Quantity Breaks: Include historical Forward Prices which are Quantity Break changes.
Supplier Movements: Include historical Forward Prices which are Supplier Movement changes.
Bonus Points: Include historical Forward Prices which are Bonus Point changes.
Promotional Discount: Include historical Forward Prices which are Promotional Discount changes.
Align Std. Cost: Include historical Forward Prices which are Standard Cost Alignment changes.
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(s) then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Forward Prices
