Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Here are the steps on how to open existing record via Search screen:

  1. Select GL AP screen with Search toolbar button.
    Image Added
  2. Click the menu to open the Search screen. Example below is the Search Voucher screen.
     Image Added
  3. Search for the existing record you want to open manually,
    1. by scrolling down on records using the scroll bar.
      Image Added
    2. by entering a keyword on the Filter field.
      Image Added
  4. Or you can also use the Advance Filter.
    1. Click on the Filter button to show filter field.
      Image Added
    2. Click on the dropdown button to select criteria. Criteria are based on the columns present in the grid.
      Image Added
    3. Select criteria and add conditions.
      Image Added
    4. You can select additional criteria to tighten your search further.
      Image Added
  5. Select from the existing records and click Open button. The screen for the selected record will open.
    Image Added
Expand
title15.3

Here are the steps on how to open existing record via Search screen:

  1. Select AP screen with Search toolbar button.
    Image Added
  2. Click on the menu to open the Search screen. Example below is the Search Voucher  screen.
    Image Added
  3. Search for the existing record you want to open manually,
    1. by scrolling down on records using the scroll bar.
      Image Added
    2. by entering a keyword on the Filter field.
      Image Added
  4. Or you can also use the Advance Filter.
    1. Click on the Filter button to show filter field.
      Image Added
    2. Click on the dropdown button to select criteria. Criteria are based on the columns present in the grid.
      Image Added
    3. Select criteria and add conditions.
      Image Added
    4. You can select additional criteria to tighten your search further.
      Image Added
  5. Select from the existing records and click View button. The screen for the selected record will open.
Expand
title15.2 and below

Here are the steps on how to open existing record via Search screen:

  1. Select AP screen with Search toolbar button.
    Image Modified
  2. Double-click mouse to open screen. If there's already an existing record, Search screen will open. Example below is the Search Pay Bills  screen.
    Image Modified
  3. Search for the existing record you want to open manually,
    1. by scrolling down on records using the scroll bar.
      Image Modified
    2. by entering a keyword on the Filter field.
      Image Modified
  4. Or you can also use the Advance Filter.
    1. Click on the Filter button to show filter field.
      Image Modified
    2. Click on the dropdown button to select criteria. Criteria are based on the columns present in the grid.
      Image Modified
    3. Select criteria and add conditions.
      Image Modified
    4. You can select additional criteria to tighten your search further.
      Image Modified
  5. Select from the existing records and click Open Selected button.
    Image Modified
  6. The screen for the selected record will open.
    Image Modified