Using Lookups

Lookups are activated using the Show Lookup button or using the F9 key or, depending on your User Settings, by double-clicking on a field. On some lookups, there may be more than one tab, with a different set of initial records being retrieved by each tab. Lookups allow you to search for and retrieve records quickly.

Here, a lookup on register references has been activated. You can sort a column by clicking the column header; clicking it a second time will reverse the sort order. You can use the navigation buttons at the bottom to navigate the grid. You can return a record to the program by clicking the Select button or by double-clicking on the required record. The Export Grid Data command can be used to export the grid data and save it in a format of your choice. Note however that all the underlying records will be exported, not just those immediately visible. If there are is large number of records, there will be a delay while the export is processed.

Finding Records: You can enter search strings immediately underneath the column headings. In the illustration, the entry 313 filters the records to display a shortlist of items which contain the search string entered. Use the Clear button to clear the search string.

Advanced Filtering: For some fields, as well as the standard lookup, there will be an Advanced Selection option which can be activated using the Advanced Selection button.

GL Codes and Postcodes: Lookups on some GL Code fields cater for Automatic GL Code Creation on the fly, and some Postcode Field Lookups can be set to support searches for valid postcodes.

Searches on Grids: You can enter search terms immediately below the column headings on program grids and press Enter to initiate a search. Use the Clear button to clear all entries. On some transaction grids, you can enter either a code or the associated description to retrieve the required transactions quickly.