1. Simple Grid Search

The first and easiest way to find a requisition, purchase order, receipt, refund, invoice etc. is to use the grids and filter on the piece of information you have.

Start a simple grid search using the following search tools:

• =value or .eq value will select all records equal to the value entered

• > value or .gt value will select all records greater than the value entered

• >= value  or .ge value will select all records greater than or equal to the value entered (default behavior for numeric fields)

• < value or .lt value will select all records less than the value entered  

• <= value or .le value will select all records less than or equal to the value entered

• <> value or .ne value will select all records not equal to the value entered

• ~ value or .like value will select all records starting with the value entered (only works for text fields; this is the default behavior for text fields if no operator is entered)

• *= value1,value2,value3 etc. or .oneOf value1,value2,value3 etc. will select records containing one of the values listed (NOTE: only works for numeric fields)

• value1..value2 or .between value1,value2 will select records between the values listed 

Sort Grid Columns

Sort any column by ascending or descending order by simply clicking on the column header name. To filter by more than one column, select the first column then hold down the shift and select the second column you want to filter on.

Open

More Button on Grid

To add or take away filter options in your grid. Click on the carrots to expand search options. Check the box you want and it instantly shows on your grid.

Open

2. Advanced Query

An advanced query is a great way to fine tune your search. Select the button.

Example: You are looking for a receipt that was for the football team and you know it came from the Athletic Boosters but you don't have a date or an amount.

Advanced Query Results

3. Activity Ledger Query

Activity Ledger Query is a query only grid allowing you to filter existing transactions under the TRANSACTIONS menu.  They include:

• Purchase orders

• Invoices

• Disbursements

• Receipts

• Refunds

• Transfers

• Distributions

You can filter your data by entering your search criteria in the filter row. Click on any row of the search results to see a highlight view of the record.   The More button on the grid will allow more properties to be added as a column onto your grid.  The Advanced Query can be utilized to further filter the grid down. The Report option allows you to generate a quick report of your filtered data.

The  will limit the grid results for improved responsiveness.  Grid results minimum range is 100 records and the maximum is 2000.

In the example below, a multi-vendor purchase order was filtered in order to view the transaction history.  A primary sort was done on the transaction 'type' and a secondary sort on the transaction 'date' in order to view sequentially the invoices and disbursements processed against the purchase order.