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[Expand]User Manual for DataLab PANTHEON 5.5
[Collapse]Datalab PANTHEON 5.5
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Find Item

Find Item

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

 

Using the find item function makes search for items recorded in the Items register easier.

83761.gif

000001.gif You can use the function in individual document (orders, invoices, packing slip).
  • Here you just click the lookup button.
  • Or, use a shortcut press the 005059.gif005715.gif key combination.
000001.gif Enter any value to the criteria field.
You need not use wildcard character "%" (for more information see topic Wildcard Characters) for general search.
Use field values in the Items register as criteria.
000001.gif See Taskbar for a general description of its functions.

 

SEARCH CRITERIA

Enter any of the following criteria:

Active Set item status:
  • All - Selects and includes all items.
  • Active - Selects and includes only active items.
  • Inctive - Selects and includes only inactive and disabled items.
Auto-Refresh Check the Auto-Refresh checkbox for on-the-fly updating of the list after having changed criteria. If you leave it unchecked, the entered criteria will only be applied after you move to the next field.
Find Items in Specs Check it to include only items with specification.
21150.jpg Having launched the function with set criteria move to any line in the Items register and click the Select and Close button. The item appears in line of document and the lookup window closes. Otherwise, select an item by double-clicking a line or by using the following 006901.gif006897.gif key combination.
72030.gif Having launched the function with set criteria in a document move to any line and click the Select and Add Line button. The item appears in line of document and the lookup window remains open.
   
Item Enter any number of characters of item ID.
Name Enter item name. It is not restricted by number of characters.
Item Type Enter an item type. You can also select it after clicking 005369.gif on the right.
Prim. Categ. Enter an ID of primary category. You can also select it after clicking 005369.gif on the right.
Sec. Categ. Enter an ID of secondary category. You can also select it after clicking 005369.gif on the right.
ID Enter an ID of primary supplier.
Subject (ID) Enter or select an ID from the Subjects register.
Subject (ID) Enter or select a subject from the Subjects register.

RESTRICTIVE CRITERIA

Here you can enter additional restrictive criteria. You can set them optionally.

000001.gif You can set additional 9 fields. You can view two additional fields by default. To see more, you have to expand the panel (for detailed treatment of the procedire see Sliders and Resizing).

Thus you can look up all items with set revenue account 7700:
46944.gif

(field from the Items register) To select restrictive criteria click the arrow icon to for the dropdown to appear: 46945.gif

Only fields set for SQL query in settings are listed in dropdown.

(Operators) Select an operator for use with the expression in the selected field from the Items register. For text fields you can only use the equals sign (=): 21152.jpg
(expression in the selected field of the Items register) Enter the expression used in search. Here you can use wildcard characters:
21153.jpg

 

000001.gif Trying to search by date criteria, you have to enter the date in YYYY/MM/DD format.

 

LIST OF ITEMS MATCHING the SELECTED CRITERIA

An overview (list) of items matching the criteria can be modified in search parameters by using authorizations in order to meet ndividual users or user group requirements. The following can be observed in the overview:

ID Displays an item ID from the Items register.
Active It marks item status. If checked, then the item is active.
Desrcription Displays description from the Items register.
External ID Displays an external ID from the Items register.
U/M Displays a primary U/M (unit of measurement from the Items register.
Category Displays an ID of item category.
Type Displays an item type from the Items register.
Wholesale Price Displays the item's wholesale price.
 000100.gif Click this button to create a report. It displays name and ID of item.

83762.gif

 

Available Stock

The section shows available stock. All warehouses that have the item on stock are displayed here.

 

Warehouse Displays a warehouse with available stock.
Stock Displays available quantity (that is, available stock at the warehouse).
Allocated Displays hard allocations of the item as well as the warehouse (for more information see Hard Allocations).
Remaining The quantity of stock which can be shipped, sold, allocated after having considered all hard allocations (=current available stock + allocated stock quantity).

 

000001.gif For more information see also Find Item - an Example.

 




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