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Quantum VS Help: Finder |
The Outgoing IBTs Finder is used to find IBTs relating to stock which is outgoing. You may use the Finder to:
show details of your Outgoing IBTs;
locate a specific Outgoing IBT record; and
open an Outgoing IBT 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 Outgoing IBTs in the Finder:
From the Home tab: under search, select Outgoing IBTs.
Or: Use the search section in the Mega Menu to select Outgoing IBTs.
Or: From the main menu: select Edit > Search, then select Outgoing IBTs.
Or: In the Finder: click the 'down' arrow on the Search... button and select Outgoing IBTs from the menu.
Your Outgoing IBT records will be listed in the Finder. For example:
For further details and column definitions see Inter Branch Transfers.
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 relevant to the Outgoing IBT using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the IBT No. 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 Inter Branch Transfers.
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.
Outgoing IBTs have the following Search options:
IBT: Display Outgoing IBTs (and search results) in IBT 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 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 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 Outgoing IBTs:
1. Click Advanced on the Finder Toolbar.
2. By default, Outgoing 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:
All: Show all IBT types
Outgoing: Show Outgoing IBT records
Incoming: Show Incoming IBT records
Status:
All: Show all Status types
Unconfirmed: Show Outgoing IBT records with the Status 'Unconfirmed'
Held: Show Outgoing IBT records with the Status 'Held'
Confirmed: Show Outgoing IBT records with the Status 'Confirmed'
Cancelled: Show Outgoing IBT records with the Status 'Cancelled'
Printed:
All: Show all Printed types
Unprinted: Show Outgoing IBT records which have not been printed
Printed: Show Outgoing IBT records which have been printed
Stage:
All: Show all Stage types
Allocation: Show Outgoing IBT records at the Allocation stage
Request: Show Outgoing IBT records at the Request stage
Despatch: Show Outgoing IBT records at the Despatch stage
Receipt: Show Outgoing IBT records at the Receipt 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' Outgoing IBTs (i.e. Outgoing IBTs with the status 'Confirmed'):
Under Status, ensure only the Confirmed box is checked.
Ensure All or at least one IBT Type box is checked.
Ensure All or at least one Printed box is checked.
Ensure All or at least one Stage box is checked.
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
NEXT: Finding Packs
