Search: Difference between revisions

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* Items
* Items


[[File:Sage 100 search.png|thumb]]
[[File:Sage 300 search.png|thumb]]


There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).
There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).
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ContactName (FullNAME) ''Ascending''
ContactName (FullNAME) ''Ascending''
----3. AR Customer Orders
----3. AR Customer Orders
'''Exact'''
* Order Number (ORDNUMBER)
* Order Reference (REFERENCE)
* Billing Zip Code (BILZIP)
* Billing City (BILCITY)
* Customer Code (CUSTOMER)
* Order Date (ORDDATE)


'''Like'''
'''Like'''


* SalesOrderNo
* (BILNAME)
* CustomerPONo
* Address 1 (BILADDR1)
* Billing Phone (BILPHONE)
* Comment (COMMENT)


'''Default Order''''
'''Default Order''''


OrderDate ''Ascending''
OrderDate (ORDDATE) ''Descending''
----4. AP Vendors
----4. AP Vendors


'''Exact'''
'''Exact'''
* VendorNo
* VendorNo (VENDORID)
* City
* City (NAMECITY)
* ZipCode
* ZipCode (CODEPSTL)


'''Like'''
'''Like'''


* VendorName
* VendorName (VENDNAME)
* PrimaryContact
* PrimaryContact (NAMECTAC)
* AddressLine1
* AddressLine1 (TEXTSTRE1)
* TelephoneNo
* TelephoneNo (TEXTPHON1)
* FaxNo
* EmailAddress (EMAIL1)
* EmailAddress


'''Default Order''''
'''Default Order''''


VendorName ''Ascending''
VendorName (VENDNAME) ''Ascending''
----5. Invoices
----5. Invoices


'''Exact'''
'''Exact'''
* InvoiceNo
* InvoiceNo (INVNUMBER)
* CustomerNo
* Reference (REFERENCE)
* CustomerNo (CUSTOMER)
* Billing Zip (BILZIP)
* Shipping No (SHINUMBER)


'''Like'''
'''Like'''


* BillToName
* BillToName (BILNAME)
* Invoice Date (INVDATE)
* Description (DESC)
* Comment (COMMENT)
* Billing Email (BILEMAIL)


'''Default Order''''
'''Default Order''''


InvoiceDate ''Ascending''
Invoice Date (INVDATE) ''Descending''
----6. Prospects
----6. Prospects


'''Exact'''
'''Exact'''
* City
* City (NAMECITY)
* ZipCode
* ZipCode (CODEPSTL)


'''Like'''
'''Like'''


* CustomerName
* CustomerName (NAMECUST)
* CustomerContact
* CustomerContact (NAMECTAC)
* EmailAddress
* EmailAddress1 (EMAIL1)
* EmailAddress
* EmailAddress2 (EMAIL2)
* AddressLine1
* Phone No1 (TEXTPHON1)
* Phone No2 (TEXTPHON2)
* AddressLine1 (TEXTSTRE1)


'''Default Order''''
'''Default Order''''
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'''Exact'''
'''Exact'''
* ItemCode
* Item No (ITEMNO)
* PrimaryVendorNo
* Formatted Item no (FMTITEMNO)
* ProductLine
* Default Pricelist (DEFPRICLST)
* Default Pricelist Code (DEFPRICLST_raw)
* WarehouseDesc
* WarehouseDesc


'''Like'''
'''Like'''


* ItemCodeDesc
* Description (DESC)
* Comment1 (COMMENT1)
* Comment2 (COMMENT2)
* Comment3 (COMMENT3)
* Comment4 (COMMENT4)


'''Default Order''''
'''Default Order''''


ItemCodeDesc ''Ascending''
''Item No (ITEMNO) Ascending''

Latest revision as of 11:09, 8 April 2024

You can search across

  • AR Customers
  • AR Customer Contacts
  • AR Customer Orders
  • AP Vendors
  • Invoices
  • Prospects
  • Items

There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).

How searches work

Here we will outline how the search works per entity.

We break this down to EXACT and LIKE matching.

  1. AR Customers

Exact

  • Customer ID (IDCUST)
  • City (NAMECITY)
  • ZipCode (CODEPSTL)

Like

  • CustomerName (NAMECUST)
  • Customer Contact (NAMECTAC)
  • AddressLine1 (TEXTSTRE1)
  • TelephoneNo (TEXTPHON1)
  • EmailAddress (EMAIL1 and EMAIL2)

Default Order'

NAMECUST Ascending

2. AR Customer Contacts

Exact

  • Customer ID (IDCUST)
  • Contact ID (IDCONTACT)
  • City (NAMECITY)
  • ZipCode (CODESTTE)

Like

  • ContactName (FullNAME)
  • CustomerName (NAMECUST)
  • TelephoneNo1 (TEXTPHON1)
  • EmailAddress (EMAIL)
  • Comment1 (COMMENT1)
  • Comment2 (COMMENT2)

Default Order'

ContactName (FullNAME) Ascending

3. AR Customer Orders

Exact

  • Order Number (ORDNUMBER)
  • Order Reference (REFERENCE)
  • Billing Zip Code (BILZIP)
  • Billing City (BILCITY)
  • Customer Code (CUSTOMER)
  • Order Date (ORDDATE)

Like

  • (BILNAME)
  • Address 1 (BILADDR1)
  • Billing Phone (BILPHONE)
  • Comment (COMMENT)

Default Order'

OrderDate (ORDDATE) Descending

4. AP Vendors

Exact

  • VendorNo (VENDORID)
  • City (NAMECITY)
  • ZipCode (CODEPSTL)

Like

  • VendorName (VENDNAME)
  • PrimaryContact (NAMECTAC)
  • AddressLine1 (TEXTSTRE1)
  • TelephoneNo (TEXTPHON1)
  • EmailAddress (EMAIL1)

Default Order'

VendorName (VENDNAME) Ascending

5. Invoices

Exact

  • InvoiceNo (INVNUMBER)
  • Reference (REFERENCE)
  • CustomerNo (CUSTOMER)
  • Billing Zip (BILZIP)
  • Shipping No (SHINUMBER)

Like

  • BillToName (BILNAME)
  • Invoice Date (INVDATE)
  • Description (DESC)
  • Comment (COMMENT)
  • Billing Email (BILEMAIL)

Default Order'

Invoice Date (INVDATE) Descending

6. Prospects

Exact

  • City (NAMECITY)
  • ZipCode (CODEPSTL)

Like

  • CustomerName (NAMECUST)
  • CustomerContact (NAMECTAC)
  • EmailAddress1 (EMAIL1)
  • EmailAddress2 (EMAIL2)
  • Phone No1 (TEXTPHON1)
  • Phone No2 (TEXTPHON2)
  • AddressLine1 (TEXTSTRE1)

Default Order'

CustomerName Ascending

7. Email/Phone

This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices). Each column name below can in fact contain any type of data we feel is useful to search with.

Like

  • NAME
  • EMAIL1
  • EMAIL2
  • NAMECTAC
  • TEXTPHON1
  • TEXTPHON2


Default Order'

NAME Ascending

The first column in the result shows what the entity is (based on the icon)


8. Items

Exact

  • Item No (ITEMNO)
  • Formatted Item no (FMTITEMNO)
  • Default Pricelist (DEFPRICLST)
  • Default Pricelist Code (DEFPRICLST_raw)
  • WarehouseDesc

Like

  • Description (DESC)
  • Comment1 (COMMENT1)
  • Comment2 (COMMENT2)
  • Comment3 (COMMENT3)
  • Comment4 (COMMENT4)

Default Order'

Item No (ITEMNO) Ascending

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