Wiki source code of 8.3.6 Search by Status
Last modified by Admin User on 2023/06/30 10:27
Hide last authors
author | version | line-number | content |
---|---|---|---|
![]() |
1.1 | 1 | = Search by Status = |
2 | |||
3 | [[image:1644580316953-330.png]] To search by a document’s status, select ‘**Find by Status**’ in the left navigation panel.[[image:1644580341009-397.png]] | ||
4 | |||
5 | To undertake a search that is refined by status chose one or more of the following options: | ||
6 | |||
7 | * **Order Status –** Choose one of the order statuses from the drop down box. Your search results will be limited to all orders currently matching the status selected. | ||
8 | * **Invoice Settlement Status –** Choose one of the invoice settlement statuses from the drop down box. Your search results will be limited to all orders that contain invoices currently matching the status selected. | ||
9 | * **Receipt Status** – Choose one of the receipt statuses from the drop down box. Your search results will be limited to all orders that match the status selected. | ||
10 | * **Order Settlement Status –** Choose one of the order settlement statuses from the drop down box. Your search results will be limited to all orders that contain invoices currently matching the status selected. | ||
11 | |||
12 | Optionally select a date range to refine your search. | ||
13 | Two dates are available for document searches and may be combined with a date range in order to accurately find the documents you are searching for. First select one of the date radio buttons as the key to your search: | ||
14 | |||
15 | * **Order Date** **(default)** – This is the date of the requisition document | ||
16 | * **Requested Delivery Date** – This is the Delivery Date entered in either the Requisition or Order Delivery and Invoicing screen. | ||
17 | |||
18 | Second,** **select //one of// the following radio buttons: | ||
19 | |||
20 | * **Today **– This will retrieve all documents for the date type selected with the current day’s date | ||
21 | * **Date Range (default) –** Click the calendar icons to open a date picker to select the **‘from’** and **‘to’** date range. It is possible to select a single day or a range of inclusive dates. The default date range will select a two month period up to the current date.((( | ||
22 | To find a date in a month other than the current month, use the arrows in the upper corners of the pop up window to select the correct month and year. | ||
23 | [[image:http://sc1dvman01.elcom.com/xWiki/bin/download/PECOS%20P2P/8%20Document%20Search/8-3%20Search/8-3-1All%20Orders/1644577726116-512.png?rev=1.1||alt="1644577726116-512.png"]] The **forward arrow** symbol will move the month forwards | ||
24 | |||
25 | |||
26 | [[image:http://sc1dvman01.elcom.com/xWiki/bin/download/PECOS%20P2P/8%20Document%20Search/8-3%20Search/8-3-1All%20Orders/1644577753101-215.png?width=34&height=31&rev=1.1||alt="1644577753101-215.png" height="30" width="33"]]The **backward arrow** symbol will move the month backward | ||
27 | |||
28 | |||
29 | [[image:http://sc1dvman01.elcom.com/xWiki/bin/download/PECOS%20P2P/8%20Document%20Search/8-3%20Search/8-3-1All%20Orders/1644577818379-678.png?rev=1.1||alt="1644577818379-678.png"]]The **forward circled arrow** symbol will move the year forwards | ||
30 | |||
31 | |||
32 | [[image:http://sc1dvman01.elcom.com/xWiki/bin/download/PECOS%20P2P/8%20Document%20Search/8-3%20Search/8-3-1All%20Orders/1644577899850-779.png?rev=1.1||alt="1644577899850-779.png"]]The **backward circled arrow** symbol will move the year backwards | ||
33 | Click on the date required to select it. The date will automatically populate the Delivery Date field. | ||
34 | ))) | ||
35 | * If you make a mistake, click __Clear date.__ This will delete the date for an alternative to be selected. | ||
36 | |||
37 | Click the **Reset** button to return to default selections or click the **Find** button to start your search. |