#23845 - 09/01/10 08:27 AM
AR Find Document
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Adagio Maestro
Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
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In AR/View or Edit Customer/Transactions/Receivables/Both we use the Find Document all the time and it is a very helpful and useful tool. There's some sort of glitch where you have to click the entry box where you put in the document number twice to get it to enter the number.
Also, will you be adding this Find Document feature to AP? It would be so helpful to have it there too. I haven't installed the 8.1C upgrade yet. Maybe the Find Document feature has already been implemented??
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Susan Tennier TDL Canada Trenton, Ontario
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#23848 - 09/01/10 08:54 AM
Re: AR Find Document
[Re: Softrak Support]
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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You can type the document number into the "Find" field and press Enter. Adding document lookup is planned for Payables, but requires a significant databse restructure - a task we did not wish to unndertake with this recent upgrade.
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Andrew Bates
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#23855 - 09/01/10 11:18 AM
Re: AR Find Document
[Re: Retired_Guy]
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Adagio Maestro
Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
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Hi,
We are using AR 9.0A (100504).
It works correctly when we select IN, CN or CA, then tab.
What we do is skip the document type altogether and just click with our mouse on the Find Document field and type the number. This won't work on one click. It will not accept any typing. But if you click the Find Document field twice with your mouse, then you can type in the number.
This is a great feature. I don't know how we ever managed without it.
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Susan Tennier TDL Canada Trenton, Ontario
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#23856 - 09/01/10 11:25 AM
Re: AR Find Document
[Re: SusanTennier]
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Adagio Maestro
Registered: 02/22/08
Posts: 1247
Loc: Ontario, Canada
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It seems to be an intermittent glitch. Not sure why. If we hit F on the keyboard, it works everytime.
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Susan Tennier TDL Canada Trenton, Ontario
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#23857 - 09/01/10 11:30 AM
Re: AR Find Document
[Re: SusanTennier]
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Adagio Action Team
Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
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Hi Susan,
Using the version of AR you indicated, I edit any customer, go to the Transactions tab, and click Both to show everything. From here, I only require a single click into the document number field - without a document type, which assumes searching for invoices - and can type the invoice number and then Enter to find it. For me, a double-click was not necessary.
As you indicated, you could also use the Alt-F shortcut to go directly to the Find document field without having to click in it. Hopefully that is a useful shortcut and since it works every time
I suspect that some window other than Adagio has the focus at that moment, and it takes one click to return focus to Adagio and the second click to put the cursor into that field. In any case, that it is intermittent indicates that something else is (sometimes) getting in the way of the expected behaviour.
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Regards, Softrak Tech Support
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