Quantum VS Help: Finder

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Finding Sales Invoices

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 Sales Invoices In The Finder

To show Sales Invoices in the Finder:

 

Your Sales Invoice records will be listed in the Finder. For example:

 

Finder_SalesInvoices.gif

 

For further details and column definitions see Working With Sales Invoices.

 

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

Browsing Sales Invoices

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 Sales Invoice using the Branch menu on the Finder Toolbar.

Opening A Sales Invoice From The Finder

To open the required record from the Finder, either:

Note: An alternative method of opening a Sales Invoice is to open a Sales Order, click the Tracking tab, then click the hyperlink on the Sales Invoice record to open it. See Sales Orders: Tracking Progress After Completion.

 

The record will open in a new tab. For further details see Working With Sales Invoices.

 

Other Available Hyperlinks

The following hyperlinks are also available in this Finder. Click:

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.

 

Sales Invoices have the following Search options:

 

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 Invoice Date fields.

 

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 Account then enter all or part of the Account 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 Sales Invoices

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

 

1.      Click Advanced on the Finder Toolbar.

 

2.      By default, all Sales Invoice (a) Account Types, (b) Document Types and (c) Delivery Types are displayed in the results (i.e. all of the Account Type, Document Type and Delivery Type fields are checked). To reduce the number of results you may uncheck the following fields:

 

Account Type:

 

Document Type:

 

Delivery Type:

 

Order Origin:

 

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 Sales Invoices which relate to Credit Sales:

 

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

 

NEXT: Finding Sales Orders