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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Secretary gets checks. We want to enter into a multiline search as:

Invoice# (space) CompanyName (space) Amount

..then cr then enter next check to search for

Sometimes we know one, two or three things. This would allow her to enter all checks to search for In one whack instead of individually.

Then display all found in a portal that she can select to apply payments. I created a text calculation putting these three together to use for the search but I don't know how to take a multiline and put into the search. And she will enter the full invoice number or amount, but not the full company name.

Is this possible? Right now she uses a table, goes into find, enters one check criteria, then clicks 'new request' and adds the next one, etc. Very time consuming to stop and select new request. How would you all do this? This would be searching an Invoice table. This needs to be fast and easy. Please help us.

Or is there a better way? 80% of checks we receive , we need to search for the correct invoice in which to apply it. We're looking for faster ways. Invoice# is 08009 text field. Amount is number. Amount's search could be limited to unpaid invoices which is InvoiceStatus = blank. Many times one check will apply to several difference invoice numbers and even different Customer numbers and she would enter each line entry from the check as if it was a multiple checks.

Pete

Posted

Define a new calculation field (in the Invoice table), which concatenates all the Invoice fields you want to search and put it on the layout, where you want to do the search. Now you can look for one, two or three search criterias with one request.

Posted

Thank you for helping. I have that part. But she wants (and I tend to agree) to add all lines first then producing a list of results. She wants to put (for example):

070046

Newton 146.50 (where company is The Newton Factory)

074437

Coats 455.20 (where company is Jessica Coats)

If we know invoice number that's all we need but many times we just have company name or invoice amount paid.

She wants to type this quickly into one field and enter all unidentified checks at once. Is this possible? Thanks for helping.

Pete

Posted

If you made a special search layout with just these three fields, she could tab between the three rather than spacing. Put invoice # first if that's sufficient.

I believe on Windows (I'm mac), Ctrl-N will create a new request, so there's no need to mouse around.

Use table-view for this layout and she can see the ones already entered.

This topic is 7493 days old. Please don't post here. Open a new topic instead.

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