Purchase Ledger - Flipbook - Page 173
Customer/Supplier
Search
Introduction
Throughout the system wherever a customer or supplier account is required and the ellipsis is available, it is
possible to search using the Shortname and Wordsearch facilities.
Short name
Click the Ellipsis button adjacent to the Account field to activate the Short name search. A Customer/Supplier
accounts form will be opened with button prompts to perform Short name or Word Search searches.
Click the Short name button. A list of all accounts will be presented in Short Name order showing the Short
Name, Account Code, Name and part of the Address fields.
Tip: You can limit the search to a specific letter or letters by entering your search criteria into the field to the left of
the Short name button. This search is case sensitive and will search on the Short Name field.
Having found and selected the required account click the OK button.
Word Search
Click the Ellipsis button adjacent to the Account field to activate the Word search. A Customer/Supplier
accounts form will be opened with button prompts to perform Short name or Word Search searches.
The following data is present in the word search index for Sales/Purchase Ledger accounts
•
•
•
•
•
Customer/Supplier Name
Address Lines 1-5
Post Code
Short Name
Phone Number
Once the words have been entered click the Word Search button. A list of matching records will be displayed
showing the Short Name, Account Code, Name and part of the Address fields.
Select a matching record in the search results and click the OK button.
To abort the search, without selecting an account click the Cancel button.
Customer/Supplier Search
01.01.900.01 – pwise – 01/06/06
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