Setting Subject Finder on POS Issue Document
This chapter describes the functionality of setting the subject finder for subject search on POS issue documents.
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Case summary
The person responsible would like to set the subject finder on POS invoices so that in the search drop-down menu, the fields Subject ID, Subject Name, and Tax number are mandatory. Also, the person responsible wants to set the parameters by which PANTHEON searches subjects so that the Tax number is the first criteria used to search and find Subjects and that PANTHEON user must enter a minimum of 2 characters in the search field in order for the program to start searching for the subject. This is done as follows:
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POS X Settings
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Reviewing Search Drop-Down Menu with New Settings
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To set the subject finder in a different way than predefined on POS issue document, the person responsible first needs to define adequate POS Settings.
For that purpose, the person responsible first clicks the POS settings button.
The program opens the POS Settings panel, in which the person responsible selects the panel Appearance | Subject finder and then marks the fields Subject ID, Subject Name, and Tax number as mandatory.
In order to set Tax number as the first criteria the search uses to find a Subject, the person responsible enters number 1 in the Priority field by the Tax No. checkbox as shown in the image below:
After the priority is set, the person responsible defines that PANTHEON users must enter a minimum of 2 characters into the search field before the program starts searching for the subject:
The process is finished by clicking the Save button.
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Next, the person responsible wants to review the effects of the previously defined settings.
After saving the changes, the person responsible re-opens the POS issue documents and the new subject search by Tax number is ready to use:
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Warning
After making changes to the POS Settings, the changes must be saved to be seen on the POS issue document.
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