Application Console: search window

Most consoles begin at a search window. A search window provides you with a means to locate a specific entity. You can perform a broad search or refine the search criteria to return a narrowed set of results. For example, you can perform a general search for all order lines that exist for your organization or you can perform a search for all order lines in their organization that contain a particular item.

Depending on the Console you are in you can select different entities and search views from the entity and search view drop-down lists. For example, in the Order Console, you can search for an order release (entity) that contains a particular item (search view).

Some search criteria fields let you select from a drop-down list of available criteria while others require you to enter criteria. For fields that you must enter criteria, you can enter the complete criteria, choose Is, Starts with, or Contains, and enter the applicable information, or you can leave the field blank and a general search is performed.

When performing a search for an order document, such as a sales order or return, if you enter the specific order document number, the specific order document is displayed as opposed to the list screen. However, if you perform such a search with the History option in the Order State field selected, a list window is displayed.

If you choose Contains and leave the criteria field blank, the application assumes you are searching for entities that contain a space for that criteria. If you want to perform a general search for a criteria field do not select Is, Starts With, or Contains. For example, if you want to perform a search for all alerts in which an Owner contains a space, you would select Contains from the Owner drop-down list and leave the entry field empty. Also note that you can use Contains and '%' to perform a wild card search. For example, Customer Contains 'Retail%'.

If there is a particular search that you perform frequently, you can give the search a name and save it as a Favorite Search. This Favorite Search can then be accessed from both the Home page and the applicable search window.

Once you have performed the search for the applicable entity and criteria, the search window collapses to the left side of your screen and a list window appears displaying the search results.

The appearance of fields on search screens depends on the number of entities you can access, as described below:

• Access to one - the field displays that single specific entity. The display is protected and cannot be changed.
• Access to 2-20 - the field displays a drop down from which you can select an entity.
• Access to more than 20 - the field is protected and can only be changed by using the lookup button.