Quantum VS Help: Finder

Previous  Next  

Finding Incoming IBTs (Inter Branch Transfers)

The Incoming IBTs Finder is used to find IBTs relating to stock which is incoming. You may use the Finder to:

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.

Displaying Incoming IBTs In The Finder

To show Incoming IBTs in the Finder:

 

Your Incoming IBT records will be listed in the Finder. For example:

 

Finder_IncomingIBT.gif

 

For further details and column definitions see Inter Branch Transfers.

 

Note: You may change the sequence of records displayed - see Changing The Search Sequence.

Browsing Incoming IBT Records

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 relevant to the Incoming IBT using the Branch menu on the Finder Toolbar.

Opening An Incoming IBT From The Finder

To open the required record from the Finder, either:

 

The record will open in a new tab. For further details see Inter Branch Transfers.

Changing The Sequence

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.

 

Incoming IBTs have the following Search options:

 

You may also change the sort order by selecting either A to Z or Z to A.

 

3.      Click the search (magnifying glass) icon  Gen_FinderSearchIcon.gif on the Finder toolbar. The records will be re-sequenced.

Searching For A Specific Record

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 IBT then enter all or part of the IBT 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  Gen_FinderSearchIcon.gif on the Finder toolbar.

 

The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.

Filtering Incoming IBTs

You may use filters to control which records are displayed in the Finder. To filter Incoming IBTs:

 

1.      Click Advanced on the Finder Toolbar.

 

2.      By default, Incoming IBTs of all (a) IBT Types, (b) Statuses, (c) Printed statuses and (d) Stages are displayed in the results (i.e. all of the IBT Type, Status, Printed and Stage fields are checked). To reduce the number of results you may uncheck the following fields:

 

IBT Type:

 

Status:

 

Printed:

 

Stage:

 

You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY 'Confirmed' Incoming IBTs (i.e. Incoming IBTs with the status 'Confirmed'):

 

3.      Click the search (magnifying glass) icon  Gen_FinderSearchIcon.gif on the Finder toolbar.

 

The selected records will be displayed in the Finder.

 

NEXT: Finding Kanban Records