SAP Business One lets you search menus, master data, and documents using the search bar below the tool bar. The lookup function provides you with quick access to window-level menus, master data, and marketing documents:
Data and document search
You can search for the following data and documents using the lookup function:
Item master data
Business partner master data
Documents
Menu search
You can locate all the windows listed in the SAP Business One Main Menu by searching the window name.
Looking Up Data and Documents
To search data and documents, in the search bar, do one of the following:
Choose (Search) and then choose Search Data (F2).
On your keyboard, press F2.
In the search box, enter the relevant information for the data you want to find.
The following table explains what information you need to enter in order to find a particular kind of data or document:
Looking Up |
User Action |
---|---|
Business Partners |
Enter the full or partial value for any of the following fields in the business partner master data:
|
Items |
Enter the full or partial value for either of the following two fields in the item master data:
|
Documents |
Enter the full or partial value of the No. field in the document. |
Currently, the following document types are supported in the search function:
Purchase Order
Sales Quotation
Sales Order
Sales and Purchase Document Drafts Report
Delivery
Goods Issue
Goods Receipt
Goods Receipt PO
Return
Incoming Payments
Outgoing Payments
Goods Return
Correction Invoice
Inventory Transfer
A/P Invoice & A/P Reserve Invoice
A/R Invoice & A/R Reserve Invoice
A/R Credit Memo
A/P Credit Memo
A/P Down Payment Request & A/P Down Payment Invoice
A/R Down Payment Request & A/R Down Payment Invoice
Incoming Excise Invoice (only in India)
Outgoing Excise Invoice (only in India)
A/P Correction Invoice (only in Czech Republic, Slovakia, Hungary, Russia, and Poland)
A/P Correction Invoice Reversal (only in Czech Republic, Slovakia, Hungary, Russia, and Poland)
A/R Correction Invoice (only in Czech Republic, Slovakia, Hungary, Russia, and Poland)
A/R Correction Invoice Reversal (only in Czech Republic, Slovakia, Hungary, Russia, and Poland)
After you specify the correct information, launch the search using either of the following two ways:
On the keyboard, press Enter.
Choose the Search button located to the right of the search box.
The system displays results in the Lookup Results window in three groups:
Items
Business partners
Documents
To view results from only one group, choose Show All Results for this Group.
To return to the original Lookup Results window, choose Go Back to All Results.
From the results, select the data or document you want to locate.
Looking Up Menus
To locate a window listed in the Main Menu, in the search bar, do one of the following:
Choose (Search) and then choose Search Menus (F3).
On your keyboard, press F3.
Enter the name of the window you want to locate.
The system filters the window names as you type and displays the results in a floating window.
From the result list, choose the window you are looking for.