Office & Industrial Search Criteria

 

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:

Cash Receipts

Claims

Container Management

Credit Card/Bank Payment or Authorization

Dynamics GP Order Inquiry

International Orders

Local Dispatch

Long Distance Dispatch

Order Information

Payment Application

Payment Management

Special Services

 

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

Billing Information (Revenue Entry)

Cash Receipts

Claim Detail

Container Management

Dynamics GP Order Inquiry

International Orders

Local Dispatch

Long Distance Dispatch

Military/Government

Name, Address, Phone

Order Number

Order Information

Payment Application

Payment Management

Special Services

 

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