The fastest way to search the Oracle Advanced Collections database is to use the Lists of Values (LOVs) provided with many fields.
Use the Customer Search window to search for information using multiple search criteria. You can use the window to give you one-click access to information.
You can access the Customer Search window in following ways:
Using the Collections Agent responsibility, the Search link.
The Search option from the Navigator window.
The Find flashlight icon in the form toolbar.
You have to first select the Operating Unit for which the search will be done.
Then you have to select the Customer By option which will decide the search criteria for which you seek information.
The following table lists the Customer By options:
| Search Option | Description |
|---|---|
| Organization | Search results return party by identifying address. |
| Party Relationship | Search results return all the relationships made for the contacts for an organization or a person. |
| Person | Search results return person by identifying address. |
| Customer Key | Search results return all contacts attached to the organization or a person. |
| Transaction | Search results return all transactions for that organization. |
| Account | Search results return all accounts for that organization. |
| Bill To | Search results return all bill-to locations for that organization. |
| Payment | Search results return all payments made by the organization. |
| Dispute | Search results return all disputes made by the organization. |
| Promise To Pay | Search results return all promises made by the organization. |
The Customer Search window has three tabs:
Quick Search: Select one of the predefined quick searches and enter your criteria. See: Performing Quick Searches
Expanded Search: The expanded searches provide a wide range of parameters you can use for your search. See: Performing Expanded Searches
Saved Results: You can save the results of your search as a list or you can save your query for reuse. See: Creating a List and Saving Query for Reuse
You can set the OTS: Default Universal Search Tab profile option to set which tab appears when you open the Customer Search window.
You can search information displayed in dynamic tables by right clicking in the table and making a selection from a pop-up menu. See: Finding Text in Dynamic Tables.
Note: Oracle Advanced Collections does not support the Query Enter / Query Run method of searching common to many Oracle applications.
Many Lists of Values fields let you search for partial words and numbers by using the % sign to indicate missing or unknown characters.
For example, a search for j%n in the First name field retrieves all first names starting with the letter j and ending with the letter n, including John, Jon, and Johann. A search for jo% retrieves all names starting with the letters "Jo". A search for %jo% retrieves all names with the letters "jo" in the middle. To ensure quick performance, it is best not to use this last form of search.