Quantum VS Help: Finder

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Finding Suppliers

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 Suppliers In The Finder

To show Suppliers in the Finder:

 

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

 

Finder_Suppliers.gif

 

For further details and column definitions see Supplier Maintenance.

 

Note: Additional User Defined Fields will display in the Finder if the 'Show In Finder?' option was selected when Creating User Defined Fields. Fields will display data if it has been entered for a Supplier.

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

Browsing Supplier 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.

Opening A Supplier Record From The Finder

To open the required record from the Finder, either:

Note: An alternative method of opening a Supplier record is to click the Supplier account hyperlink on an open Purchase Order, Supplier Return Note, Purchase Invoice Registration record (Registered Purchase Order) or within the Supplier tab of a Direct Sales Order.

 

The record will open in a new tab. For further details see Supplier Maintenance.

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.

 

Suppliers 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 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 Suppliers

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

 

1.      Click Advanced on the Finder Toolbar.

 

2.      By default, all Supplier records - normal and Temporary - are shown (i.e. all of the Include fields are checked). To reduce the number of results you may uncheck the following fields:

 

Options:

 

Supplier Source:

 

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 Supplier Part Number Records