In several windows including the A/R & A/P Invoice windows and the Purchase Order window, the default way to look up a previously entered record is by the Record# field. In reality, a user is going to want to look up the record by the Invoice# or the Purchase Order#. The Record# shouldn't be tied to anything. It should just be a unique identifier for the table/record. My suggestion is for the ability for a user to be able to use the F5 key from the Invoice# or the Purchase Order# fields that opens a window and then the user can type the Invoice# or Purchase Order#, it finds it in the list and they can select it. The search window then closes and the invoice or purchase order is then displayed in the window. This should be done across all of Sage where the ability is missing. All of the different ways of searching should be available in those fields (F5, drop-down arrow, shift + ?, etc.)
Category: All of Sage is not available for me to select.
by: Kirsten S. | over a year ago | Other
Comments
I found out that this feature is already available. Go to the field. Type in the number you want to look up and then press F9. For example, go to the Order# field in the 6-6-1 Purchase Order window, type the Order# to look up, and then press F9. It automatically loads the purchase order.