Using the Customer and Supplier Index Screen

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When the Index screen is required, either the Standard version or the Expanded version will launch (this is depending on the set configuration – see Index Search Configuration & Change My Configuration)

Users can click the image to the left of the keyin field (3 dots) to toggle between the two screen options which re- performs the search. This also means if any Filters and/or Conditions were used in the Expanded version, when switching to the Standard version they will no longer be applied on the results.

The keyin field will allow the user to perform a new search while within the Index screen. Searches performed in the Index Search screen without a prefix will act as a ? search.

Sorting within both Standard and Expanded searches

Results displayed in the Customer Index screen and Supplier Index screen can be sorted by selecting the column name. The results can then be sorted in the opposite order by selecting the column name again.

  • The Sort used is remembered when bringing up your last search (‘^’ or F9), when performing a new search within the Index screen (keyin at the bottom of the Index screen).
  • New searches done outside of an Index screen will revert back to the default (Sort by ‘Description’ ascending)
  • The first field of the highlighted record can be copied using CTRL+C

Expanded Search

Filters
Filter drop down options on the left allow the User to further refine what they are looking for,

  • When performing a new search, the Filter selections are cleared
  • The Filter options will only include values based on the current search result (prior to applying Filters / Conditions). eg ‘Post Code’ will only show the Customers/Suppliers for the Post Code selected
  • Customers will continue to automatically filter by Business Unit if configured for Site/User.
  • When filtering Customers/Suppliers on Address fields, it will search based on all Address records. ie, If a Customer has a Delivery Address State of NSW, but a Postal Address State of QLD, that Customer will be found if filtered on either NSW or QLD. The State shown if the column is configured will be the first address record found, in the following order: Primary Delivery, Delivery, Postal, Overseas.

Conditions
Conditions on the left can be configured / set meaning the search value must meet the applied condition to be displayed

  • Setting a Condition is now stored per User. (Condition only, not its value). The Condition will automatically be set on new searches done outside of the Index screen, when loading the Expanded Index screen.
  • When a Condition is stored to be set for new searches, if that Condition has a default value in Index Search Configuration, its value will also be set and applied. 

Whilst the conditions are mostly self explanatory, the following options are available:

  • Customer
    • Auto Process Electronic Orders
    • B2B Advice On Receipt
    • B2B Advice On Picking
    • B2B Advice On Confirmed
    • B2B Advice On Invoiced
    • B2B Advice On Despatched
    • B2B Advice On All BackOrdered
    • B2B Advice On Delivery
    • Suspended
    • No Credit Checks
  • Supplier
    • Internal Transfer Supplier
    • Non Stock Supplier
    • 3PL Supplier
    • 3PL Partner
    • Overseas Supplier: True if ‘Overseas Currency’ is set
    • Credit Card Supplier: True if ‘Creditor Terms’ has a ‘Base’ set to ‘After Roll Date’

Last Search

If Users use short key functions ‘^’ or F9 it will invoke the Last Index Screen, within the following conditions:

  • Only shows previous search when performed in the same menu screen 
  • A blank Index form will show if no previous search was performed and / or performed in a different menu screen  
  • If a last search used Filters/ Conditions and a Standard layout is loaded these won’t be applied. 
  • When viewing the last search and it was an ‘Advanced Search’, the qualifier screen will not reload but the results from the previous qualifiers will.