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 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. The choice between Alpha, Name, AR Account or AP Account, 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 Client or Supplier. These choices can be combined with selections made in the Company Type,
The Location defaults to the Location of the Profit Centre to which the User belongs to. You can over-ride this or select All Locations.
The Clients or Suppliers "tick boxes" e.g. can be utilised to force a search through either only Clients or only Suppliers. When both have a tick (the default), both Clients and Suppliers will be displayed in the resulting list.
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.