Searching for requests

Close

Click this to exit.

Show

Click this to display the results 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 obtain the number of requests according to the defined criteria.

Default

Click this to set the search criteria to the default settings.

You will see the following buttons after clicking the Show button.

Search

Click this to define new criteria for your search.

Export

Click this to export the search results into a Microsoft Excel file. This file will be stored as an attachment for a document that is automatically created by Exact Synergy Enterprise. This is done when the SysHrMail background job is performed.

Create letter

Click this to create a letter based on the search results. For more information, see Creating letters with Word Merge on bulk processes.

Note: This button is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, this button will be displayed.

Create email

Click this to create an e-mail based on the search results. For more information, see Creating e-mails with Word Merge on bulk processes.

Note: This button is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, this button will be displayed.

Mail merge

Click to create a mail merge based on the search results. For more information, see Creating Mail Merge for multiple recipients.

Note: This button is available only if the New Word Merge check box under the Word Merge section on the Documents: Settings page is not selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250.

Customise

Click this icon 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. Take note of the following sections, fields, and columns:

Columns section

You can add or remove columns based on the information you want to view. The order of the columns can be arranged by clicking the Up or Down buttons. There are various columns that can be selected, such as Account: Address 1, Stage, Follow-up date, and many more.

Request section

You can define the relevant information on the request, such as the modifier, the modified start and end date, priority, and many more under this section.

Created – Details section

You can define the relevant information on the created details, such as the days, group, cost center, and many more under this section.

Modified – Details section

You can define the relevant information on the modified status under this section.

Workflow section

You can define the relevant information on the workflow, such as the person, manager, cost center, and many more under this section.

Approved – Details section

You can define the relevant information on the approved details, such as the person, division, cost center, and many more under this section.

Realized – Details section

You can define the relevant information on the realized details, such as the person, division, cost center, and many more under this section.

Processed – Details section

You can define the relevant information on the processed details, such as the person, division, cost center, and many more under this section.

Rejected – Details section

You can define the relevant information on the rejected details, such as the person, division, cost center, and many more under this section.

Person – Details section

You can define the relevant information on the person, such as the name, manager, focus, and many more under this section.

Item 1 section

You can define the relevant information on the item 1, such as the item code, serial number, release, quantity, and many more under this section.

Item 2 section

You can define the relevant information on the item 2, such as the customer item code, quantity realized, and many more under this section.

Account section

You can define the relevant information on the account, such as the account, group, reseller, parent account, status, and many more under this section.

Account manager – Details section

You can define the relevant information on the manager details of an account, such as the cost center, division, group, and many more under this section.

Account – Contact section

You can define the relevant information on the contact details of an account, such as the main contact person, title, job description, and many more under this section.

Document section

You can define the relevant information on the document, such as the document name, document ID, and document received under this section.

Numbers section

You can define the relevant information on numbers, such as the our reference, your reference, sales order number, and many more under this section.

Amounts section

You can define the relevant information on the amount, such as the amount in domestic currency (DC), foreign currency (FC), and many more under this section.

Planning section

You can define the relevant information on the planning, such as the start and end dates, realized start and end dates, assets, stage, follow-up date, and many more under this section.

The Stage field contains predefined options, such as Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal, and Negotiation for you to search for the requests with the corresponding stage. However, on the Workflow: Search – Requests page, you must first select the request type definition at Type before you can select the options for the displayed Stage field as part of the search criteria. For more information on how to configure the Stage field for a request type, see Creating and modifying request types - Fields tab and Creating and modifying requests. For more information on how to configure the predefined options for the Stage field, see Customizing request type fields – Stage. You can add this field under the Column section to display the requests matching your search criteria. For more information, see the Columns section.

You can also display the Follow-up date field to search for the requests with the defined follow-up date(s). You can select a type of date range from which the system will automatically generate the exact follow-up dates for the selected period, such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, or Last days 365. Click or to decrease or increase the values for the selected range. Define the first follow-up date field only to search for requests with the defined follow-up date and requests with follow-up dates thereafter. Define the second follow-up date field only to search for requests with the defined follow-up date and requests with follow-up dates prior to the one defined. The system will search only for any requests containing the follow-up date(s) matching the selected criteria. For you to search for such records (requests with follow-up dates), you will have to add the Follow-up date field to the request type definition of the request you want to create. For more information on how to add the Follow-up date field to a request type, see Creating and modifying request types - Fields tab and Creating and modifying requests. To customize the placement of the Follow-up date field in the requests, see Customizing request type fields – Follow-up date. You can add this field under the Column section to display the requests matching your search criteria. For more information, see the Columns section.

Project section

You can define the relevant information on the project, such as the type, status, project manager, and many more under this section.

Free fields section

You can define the relevant types of free fields such as the free text field, free number field, free GUID field, and many more under this section.

Advanced search section

You can perform an advanced search by defining an SQL statement and operators here. For more information, see Defining advanced search criteria.

Request section

Creator

Select a person to search for requests created by this person.

Category

Type or select a request category to search for requests created under this category. For more information, see Creating and modifying request category.

Type

Type or select a request type to search for the requests created under this type. For more information, see Setting up request types.

Person

Type or select the ID to search for requests that are related to this person.

Description / Remarks

Type a description of the remarks column to search for the request. The requests which have the description will be displayed.

Item 1 section

Item

Type or select the item code to search for requests that are related to the item.

Assortment

Select the assortment to search for requests that are related to items in that assortment.

Project section

Project

Select a project to search for requests linked to this project.

Project code (Starts with)

Type a partial or full project code to search for requests linked to this project.

View section

You can define the relevant information pertaining to the order and grouping of the search results in this section.

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:

• Modified (Descending) — This sorts the requests starting with the latest modified request.
• Modified (Ascending) — This sorts the requests starting with the oldest modified request.
• Created (Descending) — This sorts the requests starting with the latest created request.
• Created (Ascending) — This sorts the requests starting with the oldest created request.
• Ranked by relevance — This sort the requests by relevance for Subject or Text search.
• ID — This sorts the requests starting with the latest ID number.

Columns section

This section displays the created, creator, description, type, person, account, item 1, and status of the request that match your search criteria.

Templates section

You can save your search criteria as a template. For more information, see Creating and modifying templates.