To Set Up a Nominal Ledger Search

Wildcards are special characters that can be used to represent a line of text, or an individual character.
The types of Wildcard available are as follows:
? Represents a single undefined character.
Example - WE?001 will find WEB001 and WET001
* Represents any numbers of valid characters (including spaces) after a specific value.
Example - WE*001 will find WEB001, WET001, WEBSTER001, WEST WOOD001
When using * in the Search option, the text is not case sensitive. For example, entering the search æsupplier *Æ will also find records named æSupplier *Æ.
$ Represents a specific line of text anywhere in the data.
Example û $WE will find WEB001, WET001, WEBSTER001, WEST WOOD001 and others such as SWEDE123 where there is a WE together.

The Search window appears showing a new search, or if you have previously created a search request, the last search you created or recalled is displayed.

2. If a search is already shown, to clear this information to create a new request, click Discard.

3. From the Field drop down list, select the field you require. This will be the field you want to search on, for example Account reference.

The following conditions are available; Is Equal to, Is Not Equal to, Is Less Than, Is Greater than, Is Less Than or Equal To, Is Greater Than or Equal To and Between.

Note: When using the Between condition, the two values must be split by a comma.

Not all of the sorting criteria are applied to every data type, and only those that apply to a particular data type appear on the drop down list.

5. In the Value box, enter the value you want the search request to look for when it is searching the records.

Note: in some cases where a request cannot be assigned a numerical or text value a drop down list is available.

6. If you want to add a second selection to your request, press the TAB key to move onto the next line.

Note: When you add a second line, you need to decide whether you want both selections to be met. If you want both conditions to be met you must choose And from the New drop down list. If you want either condition to be met you must choose OR.

You can then continue to enter the selection. You can enter as many line as you need to refine your search request so that it displays the records you are looking for.

8. When you have finished setting up your search request, you can save it by clicking Save As.