Searching

As you use Acquisitions, you can accumulate up to hundreds of certain types of records (for example, vendor records, purchase orders, purchase requests, and so forth). To avoid manually scanning search results to find the record you want, you can set up different search filters. A search filter is a type of search criteria or search limit so that Horizon returns a targeted group of records. (For example, you can set up search filters that return these types of search results: only open purchase orders; only purchase orders created since January 1, 2013; only vendors that you use more frequently; and so forth.)

Here are the records for which you can set up search filters:

Purchase orders
Purchase requests
Statements
Vouchers
Vendors

When you set up search filters, you can enable any of the search filters that Horizon delivers, change a delivered search filter to meet your library needs, or create your own search filters by copying existing ones and enable them.

After you enable a search filter for a record type (such as purchase orders), Horizon adds a “Search Filter” list to the related Compound Search window. (For example, if you enable search filters only for POs, then Horizon adds a “Search Filter” list only to the Compound Search window for the “Find PO by Header” process.) From this window, you can choose an enabled search filter by which to limit search results.

Here is an example of a Compound Search window for the “Find PO by Header” process:

Horizon uses these pieces to construct a search filter, of which you should be aware:

Columns from a Horizon table or SQL view
SQL query string
Your search criteria

Here is how Horizon uses the table or SQL view name and the query string:

SELECT a list of columns FROM table or SQL view name WHERE search criteria produced by the search involved AND Query String

From this depiction, you can see that Horizon must know the table or SQL view name before the searching even begins. This way, Horizon produces a search filter for that particular search. Because of this complex combination of knowing the correct Horizon table name and SQL query string, you should create a search filter by copying an existing one. This way, you should not typically have a problem discovering the table or SQL view name, or modifying parts of an existing query string.

This section explains these topics:

 


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