Accolent ERP provides a comprehensive Keyword Search that is available from most screens. The Keyword Search uses the empty search bar at the top right of the screen. The Keyword Search, as the name implies, searches certain key fields on the record for the search argument entered.

Using the Keyword Search Functionality

  • From most screens, enter a search string into the Keyword Search field and click Go.
  • This will search certain key fields for the search string entered and returns all records that match.
  • The key fields searched vary by screen and a full list is shown below.
  • In the case of the List Prodicts screen the Keyword Search searches the Product Code, Product Description and Additional References fields.
  • For example, enter the string “two” and click Go to run the Keyword Search.

  • The search will return all products that have the string “two” in any of the Product Code, or Product Description or Add’l Reference fields.
  • The Keyword Search is similar to the standard web page search of Ctrl+F and yields similar results.
  • For other screens, the Keyword Search fields searched are listed below by screen.

Keyword Search Fields Searched by Screen

  • Following is a summary of all the fields searched
 Screens Field searched by Keyword Search
Sales Transactions (Quotes, Orders, Fulfillments, Invoices) Transaction No; Customer Code; Customer Name; Ship-To Code
Salespersons Salesperson Code; Salesperson; Address; City; State; Zip Code; Phone; Email
Prospects Prospect Name; Add’l References; Address; City; State; Zip Code; Phone; Salesperson Code
Contacts Contact Code; First Name; Middle Name; Last Name; Address; City; State; Zip Code; Type
Vendors Vendor Code; Vendor Name; Add’l Reference; Address; City; State; Zip Code; Phone
Purchase Orders PO No; Vendor Code; Vendor Name; Ship-To Customer
Requests for Quote RFQ No; RFQ Name
Back Orders Transaction No; Warehouse; Ship-To Code; Contact
Future Orders Order No
Products Product Code; Product Description; Add’l References
Warehouses Warehouse Code; Warehouse Name; City; State; Tax Jurisdiction
Warehouse Transfers Transaction No; Sending Warehouse; Receiving Warehouse; Packed By; Received By
Voucher Adjustments Adjustment No; Adjustment Description; Voucher No; Vendor Code; Vendor Name
Chart of Accounts GL Account Code; GL Account Description; GL Account Type; Include 1099
GL Adjustments GL Adjustment No; GL Adjustment Type; GL Adjustment Description
Reports Center Report No; Report Name
Printer List Printer Master ID; Printer Name; Printer Type; Printer
Roles Role Name ; Role Description
Users User ID; Full Name; Email

 

  • Was this Article Helpful ?
  • Yes   No
Tagged: