how to use the searchow to use the search facility h facilityh

HOW TO USE THE SEARCH FACILITY

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All lookup screens have the search facility / button, and many other screens have a

Filter button which provides some or all of the same functionality.

These procedures can apply to almost any screen/data in GlobalBake, but here we will

use the Debtor (also called Customer) Invoice Lookup screen as our starting point.

From the GlobalBake main menu select Debtor > Invoices and click the Search button.

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SIMPLE SEARCH

Select Simple Search.

click in the <Select Field> box to display a list of available fields.

Pick the appropriate field

Select the search criteria

Type the appropriate text or numbers in the third box.

Further search fields can be added by clicking +.

Click OK to begin the search. A progress bar will appear.

The next screen will show the search results. (This is the original screen, but with only

the records matching the search)




If a Report is required, click on the Report button and setup as required.

See http://www.globalbake.com/help/Downloads/General/HowToUseTheReportButton

There is one more handy feature, when you next click on the search button, it will also

show the last five searches. This means you can easily find your previous searches and

adjust them if needed and run them again.




FULL SEARCH

Select Full Search. This displays a Search/Enquiry screen.

Criteria - Click the Criteria button to display Customer Invoice screen. (or whatever

screen the data you are looking at originates from)

Click in the Customer Alpha Key box. This displays a new screen, Search Criteria for To

Alpha Key. (clicking in any field will bring up the ‘same’ screen, but for that property)




Select the search criteria from the drop-down list.

In the box to its right, press F8 or double click and choose your Customer. There is

always the option of typing something into this box, but for some fields a list of

available options is available, for others a date can be selected.

If a number of criteria are being added, you can select from the drop-down list whether

the search must meet all criteria (AND) or includes records meeting any criteria. (OR)

Click Accept and you will see the criteria appear in the top row of the screen.




Click Exit to return to the Customer Invoice screen. You will notice the Alpha Key field

is now yellow, this shows there is criteria entered into this field.

It is possible to enter criteria for a number of fields, and each field with criteria

entered will be highlighted.

Save Filter and Load Filter - are for saving filter criteria for later use.

Tree – displays a list of available fields, (including those not on the form) which can be

selected, showing the above screen for adding criteria for that field.

Done - returns to Search/Enquiry screen.

In the large box in the centre you will now see the criteria for the search/s entered




Select - Click the Select button. When the progress bar gets to 100% the ‘No of Records’

that match the criteria will be displayed.

Reset – Undoes the Select, removes the application of the search criteria

Save/Get - to save the search for later use. (You will rarely ever want to reuse a

search, as this will not find any new records that have been added after you did the

search.)

Exit – Takes you back to the original lookup screen, with the search results displayed

Sort By: – displays the records sorted by this/these fields in ascending order, unless Dec

is checked, in which case they will be sorted in descending order.

Sort – applies the selected sort criteria

If a number of criteria are being added, you can select from the drop-down list whether

the search must meet all criteria (AND) or includes records meeting any criteria. (OR)

You can now use the report function to create a report

See http://www.globalbake.com/help/Downloads/General/HowToUseTheReportButton


how to use the searchow to use the search facility h facilityh

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