Sales Order Search Example

(Financial Controller only)

The following example demonstrates how to create a search to find all product and service proformas that have been raised.

1. From the Sales Order Processing window, click Search.

The Search window appears showing either a new search screen or if you have previously created a search request, the last request you created.

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

3. From the New drop down list, choose the Where option.

4. From the Field drop down list, select the Order Type Code.

5. From the Condition drop down list, select Is Equal to.

6. In the Value box, select 5 - Product Proforma

7. Press the TAB key.

8. From the New drop down list on the second line, select And.

9. From the Field drop down list, select Order Type Code.

10. From the Condition drop down list, select Is Equal to.

11. In the Value box, select 7 - Service Proforma.

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

13. To apply the search request, click Apply.

14. To return to the module window to view your search results, click Close.