Hello everyone. This John Grande from DimeSoft, coming to you once again to talk about Acumatica ERP, because frankly, that's what I do. Today we are going to talk about doing a search within a form using the magnifying glass icon, or your F3 key. So, let's go ahead and take a look at a sales order form like we often do, and in this sales order form, like you'll see in many forms here in Acumatica are fields, and in those fields you will many times see a magnifying glass.
So, that magnifying glass means there's data that can be populated there. So, the question is how do we find that data to populate those forms? Well, there's a couple of ways, or more than a couple of ways. One of which is we can click inside of the form and just start typing. So if I was to type USA for example, now I'm pulling up all of our customers, and the reason why it's customers is because it's the customer field, that have the letters USA in it. In this case it's two, and I can just left click, or use my up or down arrows to select, and then click enter. It will populate that field, and then it will populate other fields that are related to that.
So that's one way. The other way, let's go ahead and jump in here again, is to click on either click on the magnifying glass icon itself, or the same exact function can be achieved by hitting your F3 key. So, let's click on that field and you'll notice that it brings us to a whole new window with all of my customers. It even says customer at the top, and once again the reason why it's my customers is because it came from my customer field, and I can click through if I'd like. I could even go through setting up predetermined filters. I'm not going to go through that, but here's the window where that would be managed. Or, like I did earlier is I can go into this magnifying field and I can click, type in my letters, in this cause USA once again, and there are the two that are coming up.
Or I can click on the magnifying class icon and it'll bring me right to where I started. So, let's go ahead and type in USA, click USA Bartending School, and you'll see that it populated. Now we're ready to go ahead and get started on a sales order.
Thank you very much once again for attending. I'm very excited to provide these short little demonstrations for you here on YouTube. Feel free to call me if you should have any questions. I'm at 951-928-1990, extension 212, or drop me an email at JGrande@DimeSoftInc.com. Thank you very much everyone, and have a great day.