CobbleStone Documentation Wiki Welcome Guest: 11/21/2024 6:33:40 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Find/Search Purchase Orders   
Page last modified on Tuesday, October 2, 2018 12:15 PM (by Nash DeVita) (initially created on Monday, June 11, 2012 7:06 PM)
Assigned to: Searching Purchase Orders
  Generate Manual Print View
 
Page Content
 
 

Purchase Orders: Find/Search

The Find/Search POs feature allows users to perform field-level searching and reporting for Purchase Orders in your Contract Insight application. This search option is helpful when searching for something such as all POs to which an employee is assigned.

To Navigate to the Find/Search POs Screen

Navigate to Purchase Orders > Find/Search POs.

 

The Find/Search screen for Purchase Orders displays where users can either view all Purchase Orders in the system or perform a field-level search for a specific value populated in a PO field.

 

To View All Purchase Orders in your CobbleStone Application

On the side menu of the Find/Search screen, click View All link to have a grid display listing all Purchase Orders in the Contract Insight application.

 

Field-Level Searching

To perform a field-level search on the Find/Search screen for Purchase Orders, click the Find Where drop-down and select the field on the Purchase Order Details screen by which to search.

 

Depending on the selected field's field type, different options display:

  • For Drop Down Fields: a second drop down will show to select the value you would like to search where the field equals a value.

 

  • For Text Entered Fields (such as Text Box, Currency, Integer, Decimal Field Types): you will be asked to enter text into a text box where you can find where the selected field Is Like

 

  • For Date fields: enter/select (using the calendar icon) two dates within to search via Date is Between.


NOTE: If a Find Where field is selected, View All is not available; click Start Over before clicking View All.


 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.