Parts

Search Criteria

Search Fields

Part Number/Issue– enter the part number/issue, wildcard can be used

Drawing Number/Issue– enter the drawing number/issue, wildcard can be used

Part Category – use the search button to filter by part category

Description – enter the part description, wildcard can be used

Supplier – use the search button to filter by supplier

Part Form – use the search button to filter by part form

Customer – use the search button to filter by customer

Part Specification – enter the part specification, wildcard can be used

Part Records

Active – retrieves all active part records

 Inactive – retrieves all in-active part records

Both – retrieves both active and in-active part records

Made or Bought?

  Made – when ticked will retrieve all parts with a made status

  Bought – when ticked will retrieve all parts with a bought status

Search Button – once all filters have been applied selecting the Search button will retrieve all data.

Search by Batch – select this button to search for part records by the batch number, a search screen will appear

Reset Criteria – all previous filters will be reset

Save Current Criteria – saves the criteria currently set

Advanced Search? – activates advanced search

Advanced Search

Advanced search can be activated to give users more scope for filtering part records.

Within each criteria field there is a double chevron that enables more in depth filtering of data.  Use the Add button and enter the detail of filter required, in the illustration the search will be for two companies Tricorn and Harrods.

Use the drop down menu to filter using the criteria displayed, Exactly, Starting, Containing, Ending or NOT Cont.  When the necessary criteria are displayed these too can be added to the box for more in depth retrieval.

Search Results

Providing all the relevant search criteria has been set, the search results will appear in the lower half of the search window.

Line highlighted in yellow will be selected if the return key is pressed or the OK button selected.

Existing part stock batches can be viewed by selecting the drop down arrow against the record

Append Results

Selecting the Append Results button will add the current search to the tab Appended Search Results, further search results can be added.  To remove all items in the Appended Search tab use the Empty List button

Find Dialogue

The Find Dialogue button opens the Locate Field Value window where searches can be made using the selected criteria.  Once a search has been made using this feature will enable users to search further within the window.

Find Next

Once the Find Dialogue criteria has been set this button will look for the next record.

Search

Entering detail within this field will retrieve the information as per Simple Search in previous versions.  Select the relevant column to search against.

Print Report

Prints the detail contained in the search table

Edit Report

Please contact the system administrator

Export Selected Data

Search table detail can be exported to Excel.  Once the detail has been added to the clipboard open Excel and paste content.

New

The New button opens the Part window where a new part can be created.

OK

Opens the highlighted part record

Cancel

Closes the part search window

Recently Visited Purchase Orders Tab

This table records all the works orders that have been opened enabling easy retrieval if required

Append Search Results Tab

Having selected the Append Results button within the Search screen all records will appear in the Append Search Results table.  To remove records, use the Empty List button.