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From the Maximo Support Desk - Configure the Invoices Advanced Search to allow Searching for a Range of Invoice Numbers

Technical Blog Post


Abstract

From the Maximo Support Desk - Configure the Invoices Advanced Search to allow Searching for a Range of Invoice Numbers

Body

This is a great trick to set up a configuration that allows you to search on a range of invoice numbers.

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The Invoices | Advanced Search can be customized to allow searching for a range of Invoice numbers with the following procedure:

  • Open the Invoice application in Application Designer:
  • Go to System Configuration | Platform Configuration | Application Designer
  • Enter "invoice" in the Application field and press Enter
  • Click on the INVOICE record to open it
  • Click on the Edit Dialogs icon on the menu bar (fifth one in from the right)
  • Click on the record that shows searchmore in the Control ID column and Search More Fields in the Label column
  • Close the Edit Dialogs box by clicking on the X in the top right corner
  • Click on the Control Palette icon on the menu bar (seventh one in from the right)
  • Click on the Textbox control and drag it onto the More Search Fields form, in the top section, until the Original Invoice field is highlighted in orange; this will place the new Textbox control above the Original Invoice field on the form
  • Repeat this step to drag another textbox onto the form above the Original Invoice field; you will now have 2 new textboxes under the Invoice field. These will be used for the starting and ending range of the Invoice number query
  • Close the Controls dialog box
  • Highlight the first Textbox control on the More Search Fields form
  • Click on the Control Properties icon on the menu bar (sixth one in from the right)
  • In the Label field enter "Start of Range:" (or enter any other suitable text that will indicate that this field is for the start of the range of Invoice numbers)
  • At the Attribute field use the Select Value button; enter "invoicenum" in the Attribute field and "invoice" in the Object field, then press Enter
  • Click on the value that shows INVOICENUM in the left column and INVOICE in the right column
  • In the Input Mode box use the down arrow to select Query
  • In the QBE Prepend field enter ">=" (greater than or equal to)
  • Close the Textbox Properties dialog; the "Invalid Binding" value should not be in this Textbox field anymore
  • Highlight the second Textbox control on the More Search Fields form (this should show "Invalid Binding" in the field)
  • Click on the Control Properties icon on the menu bar (sixth one in from the right)
  • In the Label field enter "End of Range:" (or enter any other suitable text that will indicate that this field is for the end of the range of Invoice numbers)
  • At the Attribute field use the Select Value button; enter "invoicenum" in the Attribute field and "invoice" in the Object field, then press Enter
  • Click on the value that shows INVOICENUM in the left column and INVOICE in the right column
  • In the Input Mode box use the down arrow to select Query
  • In the Advanced tab | QBE Prepend field enter "<=" (less than or equal to)
  • Close the Textbox Properties dialog; the "Invalid Binding" value should not be in this Textbox field anymore
  • Save the record
  • Go to Purchasing | Invoices
  • Click on Advanced Search
  • Enter a valid range of Invoice numbers in the From and To fields and then click the Find button to verify the configuration

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Tom Richardson is an IBM Maximo Support Engineer and frequent contributor to the Asset Management Blog community.  For a complete index of links to his articles, visit
Index of articles by Tom Richardson, Support Engineer

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ibm11112121