Advanced search

You can conduct an advanced search to locate records instead of conducting a search in the Search pane. In an advanced search, you can select the criteria to use in your search.

For example, you can only specify the vendor in the Search pane in Vendor Inquiry. If you conduct an advanced search, you can also specify these and other values:

  • City
  • State
  • Zip code
  • Phone number

Advanced search is available primarily in, but not limited to, inquiry functions. If a function is equipped with an advanced search, it is available on the main window of the function.

Select the fields to use for the advanced search from the Criteria field. To clear the fields to conduct a subsequent advanced search, click Reset.
Advanced searches conducted using keywords are limited by the Maximum Record Count for Keyword Lookups setting in SA Administrator Options-System-General. The default setting is 5000, but can be changed to 0 to remove any limits on record count.
Note: The Advanced Search feature in Product Warehouse Product Setup is an exception when keywords are used in searching. When you conduct an advanced search using keywords only, the results that are returned are limited by the value specified in the Record Limit field in the Advanced Search section. (The Record Limit field is displayed when you add Record Limit to the Criteria field.)

When you conduct an advanced search using keywords and other criteria, an initial subset of records is selected that is limited by the Maximum Record Count for Keyword Lookups value. Then, a second search is conducted against that subset that is limited by the value in the Record Limit field.

You can save advanced searches for later use. Saved searches are store in the Distribution SX.e database. You can select saved searches any machine or browser from which you access Distribution SX.e.

You can specify default values in the fields that you selected for a saved advanced search, or you can leave the fields blank. After you load a saved search, click Reset to clear the default values from the fields. You can then conduct another search using different values. To reload the default fields and values, reload the saved search. To modify a saved search, make the changes and then re-save the search.

Date ranges

If you use date criteria, select both the From and To date fields. When you initially specify a date in a From field, the To field is automatically updated with the same date. The value in the From field is used as the To date even if you do not select the To field as criteria.

For example, you only select the Promised From field on Sales Order Inquiry. You specify8/8/2019 in the field, and then click Search. Based on this criteria, you might expect the results to show orders from August 8 to the current date. The results, however, would only include orders from August 8.

You can conduct open-ended searches for date ranges, but you must delete the value in the To field.