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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Goods Received Notes;
locate a specific Goods Received Note; and
open a Goods Received Note record for viewing/editing.
Note: You may also open Goods Received Notes from the Tracking tab of any document it is associated with, such as a Purchase Order. See Finding Purchase Orders.
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 Goods Received Notes in the Finder:
From the Home tab: under search, select Goods Received Notes.
Or: Use the search section in the Mega Menu to select Goods Received Notes.
Or: From the main menu: select Edit > Search, then select Goods Received Notes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Goods Received Notes from the menu.
Your Goods Received Note records will be listed in the Finder. For example:
For further details and column definitions see Working With Goods Received 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 Goods Received Note using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the GRN No hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
Note: An alternative method of opening a Goods Received Note is to open a Purchase Order, click the Tracking tab, then click the hyperlink on the Goods Received Note record to open it. See Finding Purchase Orders.
The record will open in a new tab. For further details see Working With Goods Received Notes.
The following hyperlinks are also available in this Finder. Click:
Account: To open the Supplier record associated with this Goods Received Note
Purchase Order: To open the Purchase Order associated with this Goods Received Note
Scan *: To scan documents for archiving against this Goods Received Note. See Scanning From The Finder.
View *: To view documents archived against this Goods Received Note. See Retrieving Archived Documents.
* If Document Scanning is enabled. See Scanning And Archiving Documents.
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.
Goods Received Notes have the following Search options:
GRN No.: Display Goods Received Notes (and search results) in Goods Received Note number order.
Purchase Order: Display Goods Received Notes (and search results) in Purchase Order number order.
Supplier Account: Display Goods Received Notes (and search results) in Supplier Account order.
Date Received: Display Goods Received Notes (and search results) in Date Received order.
You may also change the sort order by selecting either A to Z or Z to A.
You may filter records by date range by entering/selecting a date in the From and/or To Date Received fields.
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 GRN No. then enter all or part of the Goods Received Note 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 Goods Received Notes:
1. Click Advanced on the Finder Toolbar.
2. By default, Goods Received Notes of every Type 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:
All: Show Goods Received Notes of every Type
Normal: Show Goods Received Notes of the Type 'Normal'
Haulage: Show Goods Received Notes of the Type 'Haulage'
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 Incoming IBTs
