If you require a search based on a different set of search criteria than those available on the Quick Search tab, or you want to search by a range of values, then enter queries on the Expanded Search tab instead of performing a quick search.
The following table lists the search criteria for each Customer By sort option.
| Customer By | Criteria Options |
|---|---|
| Organization | Organization Number URL Account Number Customer Category DUNS Number Phone Tax ID Purchase Order Sales Order Country Address Style Address Line 1 Address Line 2 Address Line 3 Address Line 4 City County |
| Party Relationship | First Name Last Name Organization Number Job Title Type Account Number Phone Country Address Style Address Line 1 Address Line 2 Address Line 3 Address Line 4 City County |
| Person | First Name Last Name Tax ID Account Number Person ID Person Number Phone Country Address Style Address Line 1 Address Line 2 Address Line 3 Address Line 4 City County |
| Customer Key | |
| Transaction | Transaction Number Organization First Name Last Name Account Number Type Transaction Date & To Transaction Amount & To Purchase Order Sales Order |
| Account | Organization Address City State Postal Code Province Country (Any two options of the above minimum required.) URL Customer Category Code Phone Purchase Order Sales Order Original System Reference |
| Bill To | Organization Address City State Postal Code Province Country (Any two options of the above minimum required.) URL Customer Category Code Phone Purchase Order Sales Order Original System Reference |
| Payment | Person Last Name Person First Name Organization Account Number Receipt Number Receipt Date & To & Receipt Status Receipt Amount & To & Currency Paid Transaction Installment Purchase Order Sales Order |
| Dispute | Organization Account Number Invoice Number Dispute Request Purchase Order Sales Order |
| Promise To Pay | Organization Contact First Name Contact Last Name Promise Date & To Promise Amount & To Promise Status Purchase Order Sales Order |
Select the Expanded Search tab.
Enter search criteria in any of the fields in the Basic region or in the Advanced region or both. In the Advanced region, select a search term using the Item List of Values (LOV), enter an operator using the Condition LOV, and enter the value of that condition in the Value field.
If you want to include inactive records in the search, then select the Include Inactive Records check box.
Click Search.
The window displays the results of your search as a dynamic table on the same tab where you entered your search criteria. You can sort the results by any column.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, then select the Multiple Windows check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.