Introducing the Search Window

Searching for Items, Customers or Vendors using Master Data
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Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

With the search window it’s possible to search on items, customers, vendors, lot numbers, serial numbers, et cetera using the Master Data Information that you have setup in the system.

Transcription of video

So in this example, I’ll show you how to search on items and then by customers.

So this is my item list and with my Master Data Information, I have the search item window, and I already entered some criteria here meaning I’d like to see everything where tire type contains 700 and bike type equals city bike as a nice to have criteria meaning when I search, I’ll have 21 matches.

I could select those matches, maybe all of them, and I’d like to add that to my view so I can see that filter on my item list.
So it builds the filter on my item list that I can add to or remove from. Likewise, if I for instance take my customers. I have my customer list. This is all my customers and again I have the search window, it’s the same window but it’s another template so it’s different search criteria that I’m seeing here.

And again, I could search for specific criteria and I can mark those criteria like this. Mark all of them or even deselect some of them and I’d like to add those to my filtering window, to my search window making extract of data that I’d like to work with.

This search functionality is used on the basic tables that contains Master Data and it’s used in the information matrix to import data to work with.