Search: Difference between revisions

From Apps for Sage 100
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We break this down to EXACT and LIKE matching.  
We break this down to EXACT and LIKE matching.  
----
# AR Customers
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''
CustomerName ''Ascending''
----2. AR Customer Contacts
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''
CustomerName ''Ascending''
----2. AR Customer Orders
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''
CustomerName ''Ascending''
----2. Invoices
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''
CustomerName ''Ascending''
----2. Prospects
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''


# AR Customers
CustomerName ''Ascending''
----2. Email/Phone
 
This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices)


'''Exact'''
'''Exact'''
* City
* ZipCode
'''Like'''
* CustomerName
* AddressLine1
* TelephoneNo
* EmailAddress
'''Default Order''''


CustomerName ''Ascending''
----
2. Items
'''Exact'''
* City
* City
* ZipCode
* ZipCode

Revision as of 09:46, 26 March 2024

You can search across

  • AR Customers
  • AR Customer Contacts
  • AR Customer Orders
  • AP Vendors
  • Invoices
  • Prospects
  • Items

There is also a specific lookup for Email and Phone numbers. This is also used for the Microsoft Outlook and Microsoft Office 365 email integation (in MobileX for Sage 100).

How searches work

Here we will outline how the search works per entity.

We break this down to EXACT and LIKE matching.


  1. AR Customers

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending


2. AR Customer Contacts

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending


2. AR Customer Orders

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending


2. Invoices

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending


2. Prospects

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending


2. Email/Phone

This is a special look up table only that covers (AR Customer/AR Customer Contacts/AR Customer Orders/AP Vendors/Invoices)

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending



2. Items

Exact

  • City
  • ZipCode

Like

  • CustomerName
  • AddressLine1
  • TelephoneNo
  • EmailAddress

Default Order'

CustomerName Ascending