Searching in the Add Mode 

Use

You search in the Add mode when you create a business transaction. For example, when you create an A/R invoice, you need a customer and an item. Therefore, you actually create an A/R invoice by running a search first.

Additionally, SAP Business One may contain customers with similar names. In such cases, enter more details for the search criteria to find the required results efficiently.

Procedure

Use the example below to search in the Add mode.

       1.      Choose Sales - A/R ® A/R Invoice.

The A/R Invoice window appears in the Add mode.

       2.      Enter the customer details as follows:

·        If you do not know the customer code and name, press Tab or choose  Choose From List.

The List of Business Partners appears displaying your customer codes. Choose the relevant customer from the list.

·        If you know the first character of the customer code or name, enter that character followed by an asterisk (*). For example, enter C* and press Tab. A list of all customer codes that start with C appears. Choose the relevant one.

·        If you know a partial customer code or name, you may surround it by asterisks (*) and SAPBusiness One finds everything that falls in the range.

·        If you know the full customer code or name, enter it in the field and press Tab. SAP Business One displays the appropriate details in the window.

       3.      Once you have filled in the relevant details for a customer and then for an item, proceed with the A/R invoice as described in Creating Sales Documents.

 

See also:

Search Functions in SAP Business One