Welcome Guest, you are in: <root>AFIweb • Login

Page History: Record Finder

Compare Page Revisions

10 9 8 7 6 5 4 3 2 1 0 Current 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Fri, 29 Jul 2011 09:43

Table of Contents [Hide/Show]    General Information       Search       Results    Mapping    Nearby Tasks

General Information¶

Default Menu Location Transaction >> Address Book >> Record Finder

Search¶

Record Finder - Search

The Search screen is used to find organizations and view nearby tasks.

• Enter any of the known information into the corresponding field and click on Find button
  

• This will automatically switch you over to the Results tab and display the matching search results
  

Results¶

Record Finder - Results

• To schedule a new task for the selected organization, click the New Task icon on the right side of the screen. You may also double-click the organization in the results grid; this will display the Task Entry Screen.
  

• To create a new Sales Order for the organization selected, click the Sales Order button
  

• To create a new Customer Quote for the organization selected, click the Customer Inquiry button
  

• To create a new Purchase Order for the organization selected, click the PO button
  

• To create a new Vendor Inquiry for the organization selected, click the Vendor Inquiry button
  

• Place a check in the Close Form box to automatically close this window when opening a new form
  

• To see a graphical map of all active tasks for the selected organization, click the Mapping tab
  

• To see a text list of all active tasks for the selected organization, click the Nearby Tasks tab
  

Mapping¶

Record Finder - Mapping

• Mapping tab is used to graphically map all of the open tasks/work orders, within a given range for the selected organization.
  

• The Range field at the bottom right-hand side of the screen is used to change the display area shown on the map; the units are in square miles.
  

• To change the area shown on the map, click the Refresh button
  

• To print the map, click the Print button
  

Nearby Tasks¶

Record Finder - Nearby Tasks

• Nearby Tasks tab is used to textually show all of the open tasks, within a given range, for the selected organization. This screen works in the same way as the Mapping Tab, but shows the information in a spreadsheet format, rather than a visual map.
  

• To open a task, select the task you wish to view and click the Display Task button. You may also open the task by double-clicking it. This will take you to the Task Entry Screen.
  

• To see incomplete tasks, click the Active radio button
  

• To see completed tasks, click the Complete radio button
  

• To print the list, click Print