Procedure
1 Use the Navigate link to run the program.
2 Enter the search criteria or select them using the Lookups where available.
3 Adjust the display options if required and click Search to retrieve all items meeting the criteria entered.
4 Depending on the nature of your enquiry and on the number of items which need to be displayed, the data will be shown on a screen directly, or on a grid if further drill down selection is called for. If data is retrieved in a grid, you can use commands in the grid's Action column to pursue the enquiry further. The command used most frequently will be visible by default but a command selector button q may be available to give you access to some additional commands.
5 If required, use the Export Grid Data command to save any data retrieved by a grid, at a location and in a format of your choice.
6 Commands located at the top
of the enquiry program will sometimes be available to allow you to process
Attachments or Diary Records. The Options
icon
will give you access to some additional command options, including a Screen Export command, a Restart
Program command which will allow you to abandon any unsaved changes
you've made, and a Quick Import
command which supports the quick entry of data using import templates.
7 As you pursue your enquiry, the breadcrumb trail will help you to keep track of your location and can be used to return to a previous screen.