Introduction to Voyager Acquisitions for Production Staff
Lets get a little practice searching for different kinds of records.
Click on the Orders tab on the list bar; now click on the
Search orders icon.
First lets use the Quick search. Open the drop down box
and you will see all the indexes by which you can search for purchase
orders. Choose the option PO number from the "Search
by" drop down list. Note that the "equal"
button is active. Now type "122122" in the "search for"
box. and click on Search.
To look at a purchase order, double-click on the line. Note that an
independent button opens up on your task bar at the bottom of your
screen. You can go back and forth between the search results and the
purchase order by clicking on those two buttons, or using the Alt-Tab
Now lets pull up the Invoices area of the List bar and click
on Search invoices.
Open the drop down list and see what the available indexes are for
searching for invoices. Choose the option vendor code from the "Search
by" drop down list. Note that the "equal" button is active.
Now type "ap-bna" in the "search for" box. and click
Notice that the arrows at the top of your screen are now active. You
can go back and forth between the PO search results and the Invoice
search results. This will be the case until you click on the Clear
workspace button at the top right of your screen. Clear workspace
clears search results and gives you a blank Acquisitions screen.
Lets return to the Orders area and click on Search orders.
Choose Status in the "Search by" drop down
list. Now your only option is the "Equal" button; and
you see another drop-down list in "search for". Choose
Approved/sent. Notice that to the right of the search area, you
have search results displayed with a "Next" button.
If you have a large result set, the first 200 will display, along with
a "Next" button. As you page through the list using
the Next button, you can see how much of the search result remains,
and how many records you have reviewed.
Finally lets do one more search and choose Line item instructions.
Notice that you have another searching option besides equal, less &
greater. "Phrase" is the equivalent of "keyword"
in Voyager 99. Lets search by phrase Micawber. This will look
for the string "m-i-c-a-w-b-e-r" anywhere in the line item
notes of all orders.
Now lets do a standard search
Find the search icon and click on the down arrow to the right. Choose
purchase orders. Here you see the familiar acquisitions box which will
allow you to search by up to four different terms, using Boolean operators.
Try a search for operator id cjf and vendor code ebna.
[Introduction to Acq for Production
& Icons] [Defaults/Preferences] [Workflows] [Approve
Creation] [Searching] [Interpreting