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Procedure documentationSearching Menus, Master Data, and Documents Locate this document in the navigation structure

 

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.

Procedure

Looking Up Data and Documents

  1. To search data and documents, in the search bar, do one of the following:

    • Choose Search (Search) and then choose Search Data (F2).

    • On your keyboard, press F2.

  2. 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:

    • Code

    • Name

    • Foreign Name

    • Tel 1

    • E-Mail

    • Remarks

    Items

    Enter the full or partial value for either of the following two fields in the item master data:

    • Item Number

    • Description

    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)

  3. 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

  4. To view results from only one group, choose Show All Results for this Group.

  5. To return to the original Lookup Results window, choose Go Back to All Results.

  6. From the results, select the data or document you want to locate.

Looking Up Menus

  1. To locate a window listed in the Main Menu, in the search bar, do one of the following:

    • Choose Search (Search) and then choose Search Menus (F3).

    • On your keyboard, press F3.

  2. 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.

  3. From the result list, choose the window you are looking for.