The Office and Industrial Search Criteria tab allows you to set as much data as you need to identify an order record.
Figure 12: Find dialog
The option is available in the Find dialog through the following areas:
Credit Card/Bank Payment or Authorization
Described in the table are the fields available within the Office and Industrial tab of a Find Order(s) By find. Refer to the Find topic for information on Find functionality, such as the Use search criteria from previous Find flag.
Search Option |
Description |
Notes: • Not all options described here are available to all versions of the Find. • Refer to the Find topic for description of function available to you, such as the “Use search criteria from previous Find” and “Include Archived Orders” functions. • All the following fields are Quick Find enabled, so if you know what the Company name starts with, you can start typing that name and after three characters the application produces a list of matches. • You can also employ a % character to skip unknown data in all the non-date fields in this tab. For example, if you know the Location Description contains “subway” somewhere in the text, you can enter “%subway” to search for corresponding entries. | |
Job Start Date |
Provide a valid Job Start Date through this date selector. |
Job End Date |
Provide a valid Job End Date through this date selector. |
Company |
Select a company from this dropdown. |
Contact |
Select a contact from this dropdown. |
Operational Plan |
Select an operational plan from this dropdown. |
Project Manager |
Select a project manager from this dropdown. |
Description |
Enter a description (location name) to search from. |
Address |
Enter complete address in this field to search from. |
City |
Enter city name in this field to search from. |
State |
Enter state name in this field to search from. |
RELATED TOPICS:
Billing Information (Revenue Entry)
The search results grid displays the following columns:
Last Name/Company Name
First Name/MI
VL
Order Number
Start Load
End Load
From City/State
Move Type
Order Status
O&I Job Start Date
O&I Job End Date