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Quantum VS Help: File Maintenance |
You may use the Finder to:
show details of your Supplier Rebate records;
locate specific Supplier Rebate records; and
open a Supplier Rebate 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 Supplier Rebate records in the Finder:
From the Home tab: under search, select Supplier Rebates.
Or: Use the search section in the Mega Menu to select Supplier Rebates.
Or: From the main menu: select Edit > Search, then select Supplier Rebates.
Or: In the Finder: click the 'down' arrow on the Search... button and select Supplier Rebates from the menu.
Your Supplier Rebate records will be listed in the Finder. For example:
For further details and column definitions see Creating A Supplier Rebate Record.
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 required record from the Finder, either:
Click the To 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 Viewing A Supplier Rebate Record.
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.
Supplier Rebate Records have the following Search options:
Supplier Record: Display Supplier Rebate records (and search results) in Supplier Record order.
Supplier Account: Display Supplier Rebate records (and search results) 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 Supplier 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 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 Supplier Rebate records:
1. Click Advanced on the Finder Toolbar.
2. By default, all Supplier Rebate (a) Rebate Types, (b) Order Types and (c) Flags are displayed in the results (i.e. all of the Rebate Type, Order Types and Flags fields are checked). To reduce the number of results you may uncheck the following fields:
Rebate Type:
All: Show Supplier Rebates of every Rebate Type.
Product: Show Supplier Rebates of Rebate Type 'Product'.
Product Group: Show Supplier Rebates of Rebate Type 'Product Group'.
Major Group: Show Supplier Rebates of Rebate Type 'Major Group'.
Price Group: Show Supplier Rebates of Rebate Type 'Price Group'.
Analysis Code 1: Show Supplier Rebates of Rebate Type 'Analysis Code 1'.
Analysis Code 2: Show Supplier Rebates of Rebate Type 'Analysis Code 2'.
Analysis Code 3: Show Supplier Rebates of Rebate Type 'Analysis Code 3'.
Order Type:
All: Show Supplier Rebates of every Order Type.
Stock: Show Supplier Rebates of Order Type 'Stock'.
Direct: Show Supplier Rebates of Order Type 'Direct'.
Both: Show Supplier Rebates of Order Type 'Both' (i.e. Stock and Direct).
Flags:
All: Show Supplier Rebates of every Flags Type.
Absolute: Show Supplier Rebates for which the Absolute flag has been set.
Not-Absolute: Show Supplier Rebates for which the Absolute flag has not been set.
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 Supplier Rebates for Direct orders:
Under Order Type, ensure only the Direct box is checked.
Ensure All or at least one Rebate Type box is checked.
Ensure All or at least one Flags box is checked.
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.
