Find Insertion Order
Use Find Insertion Order to search for Insertion Orders already in your database. Insertion Order information is stored in the database by the fields completed in the Add - Insertion Order process. When using the Find - Insertion Order page, you search for a desired Insertion Order using information stored in the database via these fields. Search results viewed on the List-Insertion Order page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Insertion Order are available to you on the Find-Insertion Order page.
Find
To search for Insertion Orders in the database, use the following steps:
- Go to . The Find - Insertion Order page opens.
- For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for the search criteria fields. Use these search options to narrow your search results further.
- Click Go. A list of search results displays in the List - Insertion Order page. If only one result comes of the search, the profile page for that result opens.
Note: The more specific you make your search criteria, the narrower the results returned are. A search for Special Instructions beginning with "F" returns more results than a search for Special Instructions beginning with "Full." And a search for all records with a Bill To starting with a "T" will produce more results than a search of Bill To starting with a "T" with a specific Insertion Order Date.
Find vs. Query
Most Finds and Queries in netFORUM are run in CRM. The Find page is setup with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.
If you are not sure what you are looking for, use thenetFORUM wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Special Instructions or Bill to field.