Searching for an Acquisitions Record

As you use Acquisitions, Horizon may prompt you to search when you start an Acquisitions process or do Acquisitions tasks. (For example, Horizon prompts you to search for purchase orders when you choose to find a purchase order, or search for a vendor when opening a statement.)

To search for an Acquisitions record

1 Start the Acquisitions process you want. (For example, start the Find PO by Header process.)

Horizon displays the Compound Search window:

2 Highlight the index you want to search.
3 Enter a search term in the Search for field.

For example, to display purchase orders for a certain vendor, highlight “Vendor Code” and enter the vendor code in the Search for field.

Depending on the index you choose, you can click the Entry Aid button (the button on the far right) to display a list of valid options.

To see all of the available choices for an index, highlight the index and enter an asterisk ( * ) in the Search for field.

4 If you want to do a compound search, use the steps in this table; otherwise, skip to step 5:
a Do one of these options:
Mark AND to narrow a search.
Mark OR to broaden a search.
b Highlight a search index from the list of indexes.
c Enter a search term in the Search for field.
d Click Append List to add new results to the current ones.
e Repeat steps 1 through 4 in this table until your search string is complete.

Horizon displays your search string as you enter it. You can enter up to 300 characters.

5 If you have a search filter available, choose the search filter you want. (For more information on search filters, see the “Searching” section of the Acquisitions Setup Guide.)
6 Click Search.

Horizon displays a list of Acquisitions records that match your search terms.

 


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