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Quantum VS Help: Finder |
A Works Order is a type of internal Sales Order generated by the system automatically through Works Order Processing when a product requiring processing or assembly is Sales or Purchase Ordered. For further details see Works Order Processing: Overview.
You may use the Finder to:
show details of your Works Orders;
locate a specific Works Order; and
open a Works Order 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 Works Orders in the Finder:
From the Home tab: under search, select Works Orders.
Or: Use the search section in the Mega Menu to select Works Orders.
Or: From the main menu: select Edit > Search, then select Works Orders.
Or: In the Finder: click the 'down' arrow on the Search... button and select Works Orders from the menu.
Your Works Orders will be listed in the Finder. For example:
For each Works Order, the Document number and details of the 'internal' Customer account are listed, along with the order type, status and other details. For further details see Works Order Processing: Overview.
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 Document 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 Works Order Processing: Overview.
The following hyperlinks are also available in this Finder. Click:
Customer Account: To open the Customer record associated with this Works Order
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.
Works Orders have the following Search options:
Document: Display Works Orders (and search results) in 'Works Order' Sales Order number order.
Account: Display Works Orders (and search results) in Account order.
Required By: Display Works Orders (and search results) in Required By date order.
Product: Display Works Orders (and search results) which contain a named Product - see below.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Delivery Name: Display Works Orders (and search results) in Customer Delivery Name order.
Reference: Display Works Orders (and search results) in Reference order.
Order Date: Display Works Orders (and search results) in Order Date order.
Address: Display Works Orders (and search results) in Delivery Address order.
Sales Rep: Display Works Orders (and search results) in Sales Rep order.
Staff Code: Display Works Orders (and search results) in Staff Code order.
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 Document Date fields.
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 Document then enter all or part of the document number.
To find a Works Order which contains a specific product: select Product in the Search menu before entering a product-related search term.
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 Works Orders:
1. Click Advanced on the Finder Toolbar.
2. By default, Works Orders of all (a) Sales Types, (b) Order Statuses, (c) Order Types and (d) Order Origin types are displayed in the results (i.e. all of the Sales Type, Order Status, Order Type and Order Origin fields are checked). To reduce the number of results you may uncheck the following fields:
Sales Type:
All: Show Works Orders of every Account Type
Credit Sales: Show Works Orders which relate to Credit Sales
Cash Sales: Show Works Orders which relate to Cash Sales
Order Status:
All: Show Works Orders of every Order Status
Open: Show 'Open' Works Orders
Parked: Show 'Parked' Works Orders
Held: Show 'Held' Works Orders
Complete: Show 'Complete' Works Orders
Partly Complete: Show 'Partly Complete' Works Orders
Cancelled: Show 'Cancelled' Works Orders
Order Type:
All: Show Works Orders of every Order Type
Normal: Show Normal Works Orders/lines
Order Origin:
All: Show Works Orders of every Order Origin
Application: Show user-added Works Orders (i.e. non-web-derived Works Orders generated by a user within the Quantum VS application)
Highway: Shows Works Orders derived from Quantum VS Highway
Web: Show web-derived Works Orders (i.e. orders added via a website)
Kanban: Show Works Orders auto-generated from Kanban bar code scans (see Kanban Maintenance)
Standing Order: Show Works Orders auto-generated from Standing Orders (see Working With Standing Orders)
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 Parked Works Orders:
Under Order Status, ensure only the Parked box is checked.
Ensure All or at least one Sales Type box is checked.
Ensure All or at least one Order Type box is checked.
Ensure All or at least one Order Origin 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) and edit the Date Range fields as necessary then click the search (magnifying glass) icon on the Finder toolbar.
