Searching Credit Card Returns
When you click the Find button on any form the Find form will open. You will see tabs available, which change the search criteria. This gives you the most flexible way to search for, or find, the specific record you are looking for. Once you have narrowed your search down to one record, or a smaller list of records, you proceed to either Open Selected, or Open All buttons.
For a more detailed description of using the Find form, look under the index topic Find
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or closing.
The New button will bring you to the appropriate form to enter a new record. For example, if you are working on Customers, clicking on the New button will bring up the Customer form where you will be able to enter New Customer data.
The Save button will only display if you are in the Advanced Search tab of the Find For. This will save the conditions you entered for a specific search.
The Open Selected button will transfer one record (and all the data in that one record that meets all the criteria you have sorted for) to the form you are working on--say the Customer form, for example.
The Open All button will open all records (and all the data in each record that meet all the criteria you have sorted for) to the form you are working on. ----say the Customer form, for example.
The Find Line Items button will enable you to search line items for a certain product id, descriptions, warehouse, job id and so on.
The Print button will print the search result.
The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.
The Group By button will allow you to group the records depending on the header you drag and drop on the top of the grid.
•The Summary button will allow you to view the summation, minimum and maximum value, record count, and average of a the data in the selected column. Click Summary button to show the footer at the bottom part of Find form. You can right click on the footer to display the options.
•The Refresh button will allow you to refresh the form as if it is opened for the first time. See Refresh Button on Find Forms.
•The Settings button will open the Find Form Setting form where you can select the fields you want to be shown in the Find form.
The More button will display the next set of records. This button can be used if the number of records that matches the criteria exceeds the number set in Default Records to Retrieve field in User Preferences form, Setup tab.
The Close button will close the form. You can also press Ctrl+F4 or click the X button at the upper right corner of the form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.
Closing the Find Form
One way you may exit the Find form is by selecting the records you were working on in the Find form and return to your initial form. This may be accomplished by clicking on the Open Selected or Open Displayed buttons.
The other method of exiting the Find form is by clicking on the X box in the upper right hand corner of the form.
Other Useful Tips
Note that you may use keystrokes to operate almost all of the options in the Find form. For example, to open the City tab, you may depress the Alt and the letter "Y" keys since the underline of the letter "Y" in the title of the City tab indicates this is possible.