Differences

This shows you the differences between two versions of the page.

--- acq:searching-3.6 [2021/02/19 14:13] – tlittle
+++ acq:searching-3.6 [2021/02/19 14:41] (current) – removed tlittle
@@ Line 1: / Line 1: @@
-====== Acquisitions Search in 3.6 ======
-<note>This page is under construction and will be moved to the main Searching page after the PINES upgrade in January 2021.</note>
-===== Search Menu =====
-There are several different ways to access the Search screen for Acquisitions.
-{{:acq:pasted:20201117-111902.png?direct&400}}
-Clicking any of these options will take you to the same Search screen, but just on a different tab.
-{{:acq:pasted:20201117-112216.png?direct&600}}
-===== Search Options =====
-==== Default Searches ====
-Each of the search tabs has a configured default search. For each:
-  * Line items -- [blank] [is] _____
-  * Purchase orders -- Purchase orders at your workstation's org unit that are open
-  * Invoices -- Invoices at your workstation's org unit that are open
-  * Selection lists -- Selection lists owned by you
-However, you can also set your own default search terms. These are individual to each tab, so you can have a specific default search term for line items, but still use the default search set for purchase orders.
-By setting a default search, those search terms will automatically be populated whenever you open that search tab.
-<note>It is recommended to set a default search for each tab, even if you choose to only include your normal ordering agency. That way you won't have to reset it every time.</note>
-**To set a default search:**
-  * From within your chosen search tab (Line Items/Purchase Orders/Invoices/Selection List), select your default search terms.
-  * Click the blue **Set as Default [X] Search** button.
-These search terms will persist each time that you open this search tab.
-If you would like to get rid of your default search, you can click the gray **Reset Default Search** button. This will reset your default search terms to the configured defaults.
-<note tip>You do not need to hit the **Reset Default Search** button every time you do a new search. This is only to be used to discard default search terms.</note>
-==== Retrieve Results Immediately ====
-The **Retrieve Results Immediately** ticky box can be used in conjunction with the Set as Default Search button to automatically retrieve the results of a search anytime you open that search tab.
-Like the **Set Default Search** button, it operates independently on each type of search. So you could have Retrieve Results Immediately set on the Purchase Orders search, but not on the Invoices search.
-<note important>Using the Retrieve Results Immediately ticky box requires you to set a Default Search first.</note>
-==== Search Terms ====
-==== Inline Filters and Sorting ====
-All of the column headers are now sortable. To sort a particular column, click on the column header. You'll see the up/down arrow appear next to the header.
-{{:acq:pasted:20201211-131008.png?direct&400}}
-You can click the header again to sort in the opposite direction (ascending or descending).
-==== Columns and Grid Settings ====
-See: [[admin:workstations:columns|admin:workstations:columns]]
-==== Legacy Search Interface ====
-With the move to the new interfaces in version 3.6 (PINES January 2021 upgrade), the legacy interface is still available. There are a few functions available in the legacy interface that are not available in the new interface, so the old one has been retained.
-If you don't get the search results that you think you should, you can still use the legacy interface to replicate your search. Additionally, tasks you will need to use the legacy interface for:
-  * Receiving line items via Search
-  * Cancelling / marking line items backordered via Search
-===== Search Terms =====
-<note>It is recommended to set a Default Search that includes, at bare minimum, your preferred ordering agency. Since it defaults to your workstation (probably a branch), you will want to change that to your normal ordering agency.</note>
-Each of the types of search have search terms that you can use. You'll see in the first drop-down box the available search terms, divided into different sections.
-{{:acq:pasted:20201211-121254.png?direct&300}}
-Most search terms are fairly self-explanatory, but there are a few nuanced ones to be aware of:\\
-  * **Purchase Order - Owner** - This is the **user** who uploaded the purchase order
-  * **Purchase Order - Creation Time** - The date/time that the purchase order was created in the system
-  * **Purchase Order - Edit Time** - The last time the purchase order was edited. This stops being tracked once the PO is put on-order
-  * **Purchase Order - Ordering Agency** - Your purchasing agency, usually your system
-  * **Purchase Order - Order Date** - The date/time that you placed this PO on-order
-===== Common Searches =====
-Often when you're uploading purchase orders, you may want the search to default to what's been created that day. To set this as a search (or even as a default search), your search terms would look like:
-Purchase Order-Ordering Agency [is] _____\\
-Purchase Order-Creation Time [is] [today]
-If you wanted to set that as a search to run automatically when you open Purchase Orders Search (i.e. tick the Retrieve Results Immediately checkbox), set up your search terms like this:
-Purchase Order-Ordering Agency [is] _____\\
-Purchase Order-Creation Time [age (relative date)] 8 hours