Having accessed (to be explained in detail below) the Lookup Window, Users are presented with a number of choices which make it possible to define the range of a search.
The most common manipulation of the search criteria is via changes to the Job Code Pattern and Search By selections. The content of the Code Pattern field will determine the "character pattern" (for specific explanation of the use of this field, see the separate item below) to be searched for, while the choice between Code or Name, will determine the specific piece of data which is to be searched. Each of these choices refers to a separate piece of data contained within all the data (known as a data record) held for each Job. These choices can be combined with specific selections made in the Client, Job Manager, Account Manager, Profit Centre, Job Type, and Charge Type fields.
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Having set the criteria for the search using any combination of the available choices, the list can be accessed by expanding the List Box (as explained above). To select and insert your choice into the data entry field, simply click the left mouse button once while the mouse pointer is over the list item.
Gaining Access to Lookups
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A specific search can be initiated from the field from which the Lookup function is accessed. For example, if "20" is entered into the Select Job field on the Maintain Jobs screen the Lookup Window will be displayed showing an expanded list box showing all the Job Codes which commence with "20" –
This same method is consistently applied for all instances where either a Job Number or a Client/Supplier Code is requested. For example, the Client/Supplier Lookup Window can be accessed from the Job Maintenance screen where the User is prompted for a Client Code. Of course, this facility is not required if the Number or Code is known – in this case the Code or Number can simply be keyed directly into the field.
Where a selection is required/available, but the <F4> function does not apply, the list of allowable options is available by expanding the List Box (see Figure Ovr10).
Using The Code Pattern Field
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