Lookups

Lookups help you find information without having to know an exact name or number. A lookup icon is displayed wherever a master file field (e.g., item number, customer number, order number) is prompted.

Clicking the Lookup icon at an empty field lists all records in the lookup window.
To limit lookup results to records that start with a specific character or characters, enter the string before clicking Lookup. For example, if you enter A and click Lookup, records starting with A will be listed in the lookup window.
Use wildcard characters for additional flexibility in refining lookup results. For example, if you enter *A and click Lookup, records that end with A will be listed in the lookup window.

The Lookup Window

When a Lookup icon is clicked, a lookup window displays a list of records with several fields to help you identify each.

The Search for field displays the search criteria applied to the Lookup by field to return the currently displayed data set.

Choose the appropriate options:

To	Do This
Select a record	Highlight the line and click OK or double click the line. The lookup window closes and the record is displayed.
Exit the lookup without selecting a record	Click Cancel.
Display additional records	Use the vertical scroll bar on the right side of the lookup window. If the number of records exceeds what can be reasonably be loaded into the list, the Page up and/or Page down buttons will be active.
Search for a different string or pattern	Click the Search for field, make changes, and click the adjacent Refresh icon. Search for finds words or numbers with records displayed starting with the characters you enter. Use wildcard characters for pattern-based criteria in searches.
Change the field you are searching	Click the Lookup by field to list the fields that can be searched. Click the field you want to search to select it. Confirm your entry in the Search for field and click the adjacent Refresh icon. Matching records are listed with the lookup by field in the first column. Notes Lookups do not remember when you change the Lookup by field; it is retained only until you exit the lookup. To retain the lookup field permanently (e.g., you always want to sort by customer name rather than customer number or by item description rather than item number), you need to save your preference. See Set Lookup Options. If a record has a blank value in the lookup by field, it is not displayed. For example, if you lookup items by Buyer, records with no buyer specified are excluded.
Review lookup options	Click Advanced. See Set Lookup Options.
Some lookups offer additional options such as:
View related information	Click View image. See The View Button.
Display receiver lines in the receiver lookup	Click Lines.
Display orders or invoices that have been moved to history	Click By history.
Display branches in the branch ship-to lookup	Click By branch.
Display customers in the customer ship-to lookup	Click By cust.
Display the item number lookup from the parent item lookup	Click By item.
Display parent items from the routing revision level lookup	Click By BOM.
Display all vendors from the vendor ship-to and manufacturer ID lookups	Click By vendor.