Searching Data Fields

It is not necessary to enter specific data if you wish to UPDATE, REMOVE, QUERY, or VIEW a particular record. Searching for a record may be easily accomplished with the aid of a ‘pattern matching’ character.

Upon selecting a UPDATE, REMOVE, QUERY, or VIEW from the ring menu, the user may simply use the arrow or return keys to move to the data field to be searched. The user may either enter the specific information or use pattern matching characters to assist in searching for records. Upon completion of entering the data, press v to begin the search.

The following pattern matching characters may be utilized when searching a field for specific information in all programs:

*              An asterisk replaces zero or more characters. This is also known as a Wild Card. When using a wild card the user will push e until the cursor is at a field of known info. Enter the known info with the “¬” and press v. If a wild card was used and there is more than one record that meets those criteria, a specific record will need to be accepted. Select NEXT to scroll for the correct part. Select PREVIOUS to scroll back for the correct record. When the desired record is found select ACCEPT. Select HELP to open a HELP window. Select EXIT from the Ring Menu.

Examples:

0HC*                                     Searches for all records beginning with a “0HC.”

*Z5                                         Searches for all records ending with “Z5.”

*0250C01250Z*                 Searches for all records containing “0250C01250Z.” The user should note that middle searches take longer than beginning or end searches.

*PAINT*                               In a description field this will search for all records containing “PAINT.”

:               The range function causes a search for records within a beginning and ending range.

Example:

3020:4050 Searches for all records beginning at 3020 and ending at 4050.

|               The piping function causes a search for specific values.

Examples:

342|23|9                Searches for the specific records 342, 23, and 9.

ABC|XYZ             Searches for the specific records ABC and XYZ.

ITQ allows you to access specific information on when a part was purchased, invoiced, inventoried, adjusted or transferred.  From a prompt type “ITQ” and press ENTER.  By selecting QUERY form the main menu, entering and item ID and pressing ESC you will pop-up a window for narrowing an item search.  You can press ESC twice to access all information on that item.  In most cases you will want to narrow a search by a Branch ID or Transaction Type.

In most cases the branch will be the branch where you are working.  If you leave a null value, all transactions for all the branches will be selected.  To select a specific branch type the branch ID and press ESC or ENTER.  If you pressed ESC the search will begin.  By pressing ENTER you can narrow the search further by transaction types.  After entering a transaction type press ESC to begin the search.  At present you may select from the following Branch ID’s:

OKC     Oklahoma City

DUN     Duncan

MUSK    Muskogee

JJS          Penn Branch

1108     1108

The next field to narrow the search is by entering one of the following transaction types:

IN     Invoice

BT     Branch Transfer

BR     Branch Receiver

CM    Credit Memo

PR     Purchase Receiver

The ITQ ring menu lists REMOVE and VIEW options along with QUERY.  REMOVE is never used and VIEW is rarely used by the inside sales staff.  VIEW and QUERY are similar, however, VIEW will low you to print a copy of the search results.

IPAI gives information pertaining to the inventory status and pricing structures of a specific part.  At a prompt type “IPAI” and press ENTER to access the program.  Type the item ID number and press ESC to access the specific information pertaining to that part number.

From the Ring Menu select:

ITEM                The ITEM option allows you to select other items  When this option is select a window will pop-up for you to enter criteria for another search.

BRANCH        The BRANCH option is used to select information from other branch inventories.  When BRANCH is selected a window will open.  Use the up/down arrow keys to select the desired branch and press ESC.  If a window does not open or the branch is not listed, the item is not an inventoried item in other branches.

ON ORDER     The ON ORDER will tell what the Purchasing Department has on-order with our vendors and when the product is expected to get to the specified branch location.

CUST ORDER   The CUST ORDER lists all open customer orders pending against that part.  This window tells the date of the order, customer, quantity ordered and the order number.

SUBST                If a substitute item is available, you can use the SUBST option to view substitute or similar parts.

FIND CUST        The FIND CUST option opens a window for the user to select a customer.  This will open a customer’s specific pricing and discount schedule. NOTE: THE LIST PRICE IS NOT ALWAYS THE CUSTOMER’S COST.  YOU SHOULD CONSULT “CISI” OR ASK YOUR IMMEDIATE SUPERVISOR.

CLEAR CUST      The CLEAR CUST option will clear the current selected customer information.

ON HAND          The ON HAND option in the ring menu is a Branch Control option that is not used by the inside sales staff.  However, the ON HAND in the body of the window is what the computer shows to have in inventory.  When an order is entered it will show quantity in the SALES-ORD field.  The computer will subtract sales order quantity form the on-hand quantity to show you the AVAILABLE quantity.