Multiple Search

This module allows the user to search for various documents which were entered in the Phoenix software either from the Purchase Orders Entry, Receiving Slips Entry and/or Purchase Invoices Entry.

This multiple search engine allows the user to see the path of a document from a Purchase Order, to the Receiving Slip(s) to the Invoice. This search engine allows the user to track the transaction(s) through the system.

This module is very flexible, allowing the user to search by Vendor number, Purchase Order number, Receiving Slip Number, or Invoice Number. Please note that all of these fields are optional when performing a multiple search.  If, however, the user wants to follow the path of a specific transaction or for multiple transactions related to a specific vendor, by entering the pertinent information in one of these fields, the user will have a more precise result.

If all of the fields on the top row are left blank, or if a single Vendor is chosen, the system will require the user to select which type of documents are needed by checking the appropriate box(es) (Purchase Orders, Receiving Slips, Invoices) and by specifying a date range. Based on these input parameters, the system will search and display all documents that meet the criteria entered.

Once all the parameters have been selected, the user will need to press the F3 - New Search bottom at the bottom of the screen to start the search.

When the search is complete, and the document numbers are displayed on the screen, the user may double click on the document and the system will display the transaction detail. 

i.e: If the user positions the cursor on the Purchase Order number and double clicks on it, the system will display the Purchase Orders Entry screen with the appropriate information populated for the selected P.O.  Please Note: this is only a viewer, therefore the user can only see the Purchase Order and will not be allowed to make any modifications from here.

If the user double clicks on a document number with the cursor positioned on another field (such as the Receiving Slip or the Invoice) - the system will display all information related to the selected document by opening the respective screen for each type of document.