Each time the Orders module is open, the Search tab is displayed to allow the operator to search for existing orders using various search criteria described below:
Search by:
Code - Enter the starting characters of the principle of the order(s) to be filtered
Description - Enter the description of the order(s) to be filtered
Order No. - Enter the entire ID of the order(s) to be filtered
Line ID - Enter the entire ID of the order line(s) to be filtered
Customer ref. - Enter the customer's reference code of the orders to be filtered.
Do.Ma. - Narrow the search to orders having virtual documents (attached from the Notes tab) containing the given string. Moreover, the [Full text] button allows using boolean operators.
NB: For detailed information on the full-text search, please refer to the Full-text Search chapter.
Other Filters:
Sort by - Select the criteria by which retrieved orders will be arranged.
Customer - Narrow the search only to orders related to a particular customer.
Agency - Narrow the search only to orders related to a particular agency.
End-user - Narrow the search only to orders related to a particular end-user.
Media centre - Narrow the search only to orders related to a particular media centre.
Date - Specify the validity period of the order(s) to be retrieved.
Payment - Narrow the search to orders with a specific Payment code.
VAT - Narrow the search to those orders with a specific VAT code.
Bank - Narrow the search to those orders with a specific Bank code.
Search also expired orders - If enabled, retrieved expired orders will be highlighted with an asterisk.
Prepaid - If enabled, only prepaid orders will be retrieved from the list of results.
Note:
Commercial Orders, as all Etere modules, are managed under a rights-based approach, so to access retail orders, the user must count on the related rights.