Set Lookup Options

When you click Advanced in a lookup program, you can set and change options that determine what the lookup displays. For example, you may know your customers by name rather than number. Your co-worker may want to look up customers by their location. Each of you can set and save the options you prefer.

Hint! Lookups display records that have data in the field you are looking up. For example, if you look up items by Buyer in an item number lookup, only items that have an assigned buyer display.

Your system administrator can run the User Options Maintenance (UOPT) program to set or change options for all users of the program, for all users at a branch, or for specific users.

On the lookup screen, click Advanced.
Select the field you want to lookup for the Lookup by option.
Select Descending if you want the display to be in reverse alphanumeric order.

Hint! If your company uses sequentially assigned order numbers, select Descending to see the newest orders first.
Select your preferences for other lookup options. Following are some examples of options that may be available in various lookup programs:

Field Name

Action / Description

Open orders only

Select which records you want to display:

Select	To
Display open orders only	Restrict the list to open orders
Display all orders	Include all orders

Active only

Select which records you want to display:

Select	To
Display active records	Restrict the list to active records
Display all records	Include both active and inactive records

Scope for inventory quantities

Select whether you want to display available, on hand, and floor stock quantities for a branch or all branches:

Select	To display quantities for
Your login branch	Only the branch you are logged into
Your entire company	All branches throughout your company
Branches in your inventory group	All branches in the inventory group to which you are assigned
Manufacturing branch only	The manufacturing branch

Item status attribute

The item list returned by item lookups can be restricted based the Item status assigned in Branch Item Maintenance. See Item Status Codes for information about item statuses and associated attributes.

Select	To
All items	Include all items
Active items	Include active items (must allow manufacturing, purchasing and sales)
Allow manufacturing	Include items that can be manufactured
Allow purchasing	Include items that can be purchased
Allow sales	Include items that can be sold

Display make items only

Select which records you want to display:

Select	To
All items	Include all items
Make items	Include only items with a bill of material

Serial number

Select which records you want to display:

Select	To
All serial numbers	Include both morgued and not morgued control numbers
Not morgued numbers only	Include only control numbers that have not been morgued

Contract status

Select which records you want to display:

Select	To
Open contracts only	Restrict the list to open vendor contracts
All contracts	Include both open and closed vendor contracts

Asset status

Select which records you want to display:

Select	To
Active assets	Restrict the list to active assets
All assets	Include all assets
Depreciated assets	Restrict the list to depreciated assets
Retired assets	Restrict the list to retired assets
Sold/disposed assets	Restrict the list to sold/disposed assets

Select Save options if you want to save these settings for future use. When run from User Options Maintenance (UOPT), save is selected and cannot be changed.
Choose the appropriate option:

To	Do This
Apply these options	Click OK.
Exit without applying these options	Click Cancel.