Searching for items

Close

Click this to exit.

Show

Click this to display the result according to the defined criteria.

Note:

• Once you have clicked this, the name of the button will change to Search.
• Once you have clicked this, the Search, Export, Create letter, Create email, and Mail merge buttons will be displayed. The Reset, Count, and Default buttons will not be available.
• Once the search results are displayed, the Expanded, Compressed, and Column icons will be available next to the Page size field for you to select the display views for the search results.

Reset

Click this to clear the defined criteria.

Count

Click this to count the total number of items that match the defined criteria.

Default

Click this to display the default fields and column settings.

Update

Click this to update the division and security level of the items in batches. This button is available only after you have clicked Show to display the items. For more information, see Updating item details in batches.

Request

Click this to create a request for the items. If 10 items are displayed in the list, the request will be sent to the item managers of the 10 items. This button is available only after you have clicked Show to display the items. For more information, see Generating multiple requests for item managers from item search.

Customise

Click Customise at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.

Columns section

You can add or remove columns based on the information that you want to view. You can arrange the order of the columns by clicking the Up or Down buttons.

 

Item section

Type

Select the types of the items to search for the relevant items. The types available are Standard, Phantom, Machine hour, Labor hour, Contract, and Bulk issue.

Code

Type a full or partial item code to search for items with codes that start with a certain letter or word that you typed.

Description

Type a description to search for items that match the description.

Account

Select an account to display the items that are linked to the account.

Person

Select a person to search for items that are under the responsibility of the selected person. This person is also commonly referred to as the item manager.

Status

Select the statuses to search for the relevant items. The item statuses available are Active, Inactive, Future, Blocked, and Discontinued.

Availability

Type or select a date or a range of dates to display the items that are valid within the selected dates. If you enter only the start date, the items that are valid starting from the date is displayed. If you enter only an end date, the items that are not valid after the date is displayed. If you enter a date range, items that are valid within the date range are displayed.

Unit

Select a unit of measurement to display the items that are measured with the unit of measurement.

Division

Select a division to display the items that are linked to the division.

Country

Select a country to search for items that are available in the selected country.

Security level

Type a security level or range of security levels to display the items that the users with the defined security levels can view and edit.

Item code: Account

Select an account to display the items that are linked to the account.

Warehouse

Select a warehouse to display the items that are available in the warehouse.

G/L: Asset

Select a general ledger account to display the items linked to the asset account that matches the selected general ledger account.

G/L: Stock

Select a general ledger account to display the items linked to the stock account that matches the selected general ledger account.

G/L: Cost of goods sold

Select a general ledger account to display the items linked to the cost of goods sold account that matches the selected general ledger account.

G/L (Revenue)

Select a general ledger account to display the items linked to the revenue account that matches the selected general ledger account.

Attributes

Select the relevant item attributes to display the items that possess the item attributes.

 

Assortment section

Assortment

Select an assortment to search for items that are linked to the selected assortment properties. If the selected assortment is linked to assortment properties, you will be able to see the relevant assortment categories and assortment properties.

Keep in mind: The assortment types (from which you can choose the assortment properties) displayed is user defined and available for your items in Exact Synergy Enterprise. For more information, see Overview of assortment properties.

 

Prices section

Sales price

Type a price or a range of prices to display the items with sales prices that match the prices.

Cost price

Type a price or a range of prices to display the items with cost prices that match the prices.

Purchase price

Type a price or a range of prices to display the items with purchase prices that match the prices.

Currency (Sales price)

Select a currency to display the items that are sold in the currency.

Currency (Cost price)

Select a currency to display the items that are valued in the currency.

Currency (Purchase price)

Select a currency to display the items that are purchased in the currency.

 

Attachments section

Uploaded

Select an option to display the items that are uploaded with attachments or the items that are not uploaded with attachments. The options available are Uploaded: Yes and Uploaded: No.

Release

Select a release that is available for the item attachment to display the item attachments that match the release.

 

Configuration section

Child

Select an item to display the items that are parents to the selected child item.

Parent

Select an item to display the items that are children to the selected parent item.

Used in: Documents

Select this to display the items that are currently used in documents.

Used in: Requests

Select this to display the items that are currently used in requests.

View section

This section is displayed by default and cannot be removed.

Sort by

Select a sorting method to display the results of the item search sorted in the order of the sorting method. The following methods are available:

• Item code (+) — Sort the items in ascending order of item codes.
• Item code (+) — Sort the items in ascending order of item codes.
• Item code (-) — Sort the items in descending order of item codes.
• Description (+) — Sort the items in ascending order of description.
• Description (-) — Sort the items in descending order of description.
• Assortment (+) — Sort the items in ascending order of assortment.
• Assortment (-) — Sort the items in descending order of assortment.
• Created date (+) — Sort the items in ascending order of the dates that the items were created.
• Created date (-) — Sort the items in descending order of the dates that the items were created.
• Modified date (+) — Sort the items in ascending order of the dates that the items were modified.
• Modified date (-) — Sort the items in descending order of the dates that the items were modified.

Group by

Select an assortment to display the results of the item search grouped by the assortment.

 

Advanced search section

Search via operators

Select the relevant search criteria, and then type an item code to search for the items that match the search criteria. Click Add, and you will see the search statement displayed in the advanced search display box. You can add more search criteria to a search statement by clicking and or or. For example, if you select “Item code”, “between” and then type “CB1000” and “CB2000”, you will see the search statement “ItemCode Between ('CB1000' And 'CB2000')” after you click Add. This search statement will search for items with item codes that contain the characters “CB1000” until “CB2000”. The search operators available are:

• between — This search operator will search for item codes that contain the characters that fall between two full or partial item codes.
• contains — This search operator will search for item codes that contain the characters of a full or partial item code.
• equal to — This search operator will search for item codes that match the item code exactly.
• greater than — This search operator will search for item codes that are greater than the characters of a full or partial item code.
• greater than or equal to — This search operator will search for item codes that are greater than or equal to the characters of a full or partial item code.
• less than — This search operator will search for item codes that are less than or equal to the characters of a full or partial item code.
• less than or equal to — This search operator will search for item codes that are less than or equal to the characters of a full or partial item code.
• starts with — This search operator will search for item codes that starts with the characters of a full or partial item code.