Using the Finder

The Finder is a tool for looking up records using the key fields in Sage 300 records. When you click the Finder button, a dialog box appears that lists the records you can choose from.

The Finder lets you:

• Select a record from the displayed list for use in a screen.
• View all records or filter the list of records available for a field.
  • Select a Find By field, then search the beginning(search using Starts With) or the middle (search using Contains) of the code or description for certain letters or numbers. To find records using a date field, you specify a date and an operator, such as "=" or ">".
  • Apply selection criteria to limit the list to records whose contents meet specific conditions. You can also remove criteria set previously. (See Setting Criteria.)

• Use key fields to sort the list of records and to highlight certain attributes.

  The Key menu in the Finder lists the key fields by which you can sort the list of records. (The primary key field is selected as the default.)

  • To sort the list another way, click a different key field, if any others appear on the Key menu.
  • To display key fields against a shaded background, click Highlight Key Fields.
  • To display negative amounts in the Finder, click Highlight Negative Amount.
• Customize the Finder's appearance.

  The Settings menu provides choices that let you:

  • Select the fields to display and the order in which they appear in the Finder.

    Click Settings > Column to open a dialog box where you can include or remove selected fields from the Finder, and change their order in the Finder list.

  • Change the color of the text or background in a Finder result field. (See Changing Color in the Finder.)
  • View fields as they will appear in a SAP Crystal Reports® report, if you are creating customized reports.

    Click Settings > Field Name As Column Heading to change the column headings to internal field names.

• Save filter settings for the Finder.

  If you apply a Find By Filter, you set the Finder to display the same filter automatically the next time you search this type of record.

  Click Global Settings > Go To Filter First.

注释：The Finder does not display information that you do not have security authorization to view.

提示：If the Finder shows unexpected results, click the Set Criteria button to check whether selection criteria were set previously. Only records that match the criteria appear in the Finder, if any criteria are specified.

To search for a record by applying a filter:

1. Select a search field from the Find By list.
2. In the next field:
   • If the search field is for a code or a description, select Starts With or Contains.
   • If the search field is for a date, select an operator, such as "=" or ">".
3. If you want the Finder to search for characters as you enter them, select the Auto Search option.
4. In the Filter field, enter part of the code, description, or date you are searching for.
   • If you selected Starts With, type the first letter or number.
   • If you selected Contains, type some of the letters, numbers, or words.
   • If you did not select the Auto Search option, click the Find Now button to start the search.
   • If the displayed list is still very long, you can use selection criteria to refine the search. For instructions on searching using criteria, see Setting Criteria.

To select a record:

• Highlight the record on the list, and then click the Select button,

  Or

• Double-click the record.