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Contents

    General Search Information
    Custom Search Overview PF7
    SEARCH – BOOLEAN FIELDS
    SEARCH CALCULATIONS

    Advanced Search Information
    CUSTOM SEARCHES, ADVANCED TOPICS 1
    CUSTOM SEARCHES, ADVANCED TOPICS 2
    Saving a Custom Search
    Using Calculations to Show Inventory Quantity Available Now

    Specific Searches
    CUSTOM SEARCH PARTS MOVEMENTS
    CUSTOMER CATEGORY SEARCH
    SEARCH, SALES BY REP AND COLOR
    SEARCH FOR CUSTOMERS BY REGION
    SEARCH FOR EDITED TRANSACTIONS
    SEARCH FOR INVOICES BY PAID IN FULL DATE
    SEARCH FOR INVOICES BY DATE, REP, COUNTRY
    SEARCH FOR INVOICES BY REP, BY SEASON
    Search for Orders Marked as On Hold
    Orders with Terms dictating the On Hold status
    Search for Orders with Terms set for On Hold
    Orders with a check placed in the On Hold checkbox in the Info window, regardless of Terms
    SEARCH FOR RETURN AUTHORIZATION
    SEARCH ON INVENTORY ITEM BY CUSTOMER’S STATE
    Subsequent Cash Collections
    TOP CUSTOMER LABELS AND SEARCHES

    Updated on October 23, 2026

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