Searching in a pop-up window

When you click the button beside any field, a selection pop-up window specifically for that field (Select a “Name of field”) is displayed as shown below.

  1. At the top of the selection screen either enter a code or enter the description. You can use wildcards to refine to refine your search criteria. See Using Wildcards.

  2. Click to display the results relevant to your search criteria.

  3. From the search results, select the value you want to use.

  4. Click to return to the main screen where the value you selected is inserted in the field.

Search with a code

For example, we want to select an account whose code begins with 23.

  1. Enter 23 followed by an asterisk in the code field (23*).

  2. Click and all accounts beginning with 23 will be displayed in the search results (230986, 230001, 238766, 23091, etc.)

  3. Select the desired account (for example, account with the code 230000).

  4. Click .

Search with a description

For example, we want to select all accounts containing the word “title”.

  1. Enter an asterisk, then the word “title” then another asterisk (*title*). With these criteria, the word "title" can be placed anywhere in the description.

  2. Click and all accounts containing the word “title” will be displayed in search results (entitlements, subtitle, titleholder, etc.)

  3. Select the desired account.

  4. Click .