Epicor 101: Using Searches
Search programs are available throughout the application. Use these programs to find and select the specific records to display within another program. In each search program, you can filter and organize search results through record specific criteria. You can then select a single record or a group of records.
You launch a search window by clicking a Search button next to a key field. These buttons are found on sheets throughout the interface. The button label indicates what specific records this search program locates.
There are several different types of searches available in the search interface:
- Base Search
- Quick Search
- BAQ Search
- Advance Search
- Data Tags Search
Basic Search Features
- Sort By: Select an option on this drop-down list to organize the search results by a specific field found in the record. The results display in descending order.
- Starting At: Enter a character or characters to indicate where in the dataset you would like to begin your search.
- Additional Filters: Many Basic searches offer addition types of filters to further specify the criteria
- Combobox/Dropdown: Select from a predefined list of values.
- Search: Click on the Search button to search for an additional filter.
- Radio Button: Select a radio button that best matches what you are looking for.
A Quick Search is a custom designed search based on a BAQ (query), that can be developed to provide custom searches that fit a specific workflow or business process. After selecting the Quick Search from the list and clicking on ‘Search,’ then enter the Quick Search criteria and click ‘Search’ again to view the results. See the IT Department if you have an idea for a Quick Search.
A BAQ search is a predetermined search based on a BAQ (query), that can be developed to provide custom searches that fit a specific workflow or business process. After selecting the BAQ Search from the list and clicking on ‘Search,’ the results of the BAQ will be displayed. BAQ searches do not require any criteria to be entered since the predetermined criteria was already provided. See the IT Department if you have an idea for a Quick Search.
An Advanced search uses a custom dashboard to search for the desired data. After selecting the Advanced Search Dashboard from the list and clicking on ‘Search’ button, the dashboard will be loaded. If applicable, enter the Dashboard search criteria and select ‘Search.’ See the IT Department if you have an idea for an Advanced Search.
Data Tags Search
Data tag searches allow you to search for records that are grouped by private or shared tags. The tags are unstructured text values that provide a way to associate otherwise unrelated records so that you or other users can search for them. You may Tag any record by Right-Clicking on the data field and selecting ‘Tag Record’ from the context menu. You can add as many data tags as needed to a record, each separated by a space. Because the tags are space delimited, you cannot include a space as part of a data tag.
Epicor provides several tools that can get you to your data faster.
Use the Named Search program to create a series of pre-set search options. You may create Named Searches for Basic, Quick & BAQ Searches. Named Search Options also allow you to define a default Named Search, if the named search should Auto Execute, set the maximum rows returned and if a single value is returned if it should be auto selected. You create Named Searches by selecting the ‘Named Search’ button in the Search dialog and setting up the named search criteria. You may have as many named searches as you wish and they are displayed in the Named Search drop down. When selected the search criteria defaults are set on the appropriate search form.
Options > Auto Populate Data/Auto Load Search
For each program in Epicor can be configured to either automatically populate the program with data or automatically load a Named Search. These options can be accessed by selecting ‘Options’ from the ‘Tools’ menu within each Epicor Program. On the General tab there is a ‘As the Form Opens’ section, here you can select what you want to happen when you open the program.
- No Action is the default and nothing will happen when you open the program
- Auto Populate Data will automatically execute and select the data specified by the criteria of the Named Search specified. If you do not select a Named Search then ALL the records for the program in the database will be loaded into the program. This is generally a bad idea.
- Auto Load Search will automatically open the Search window with the selected Named Search. If a named search is not select then the Base Search form will be loaded when the program is opened.
In the Main Menu you can use Enterprise Search to search for common or basic business objects across the database. Other search programs within the Epicor application are limited to querying records for a specific record type, but Enterprise Search locates a search item throughout the database. Enterprise Search can be customized to index specific Business Objects and by default all business objects are NOT indexed. Many of the common business objects that are indexed include, Customer, Contacts, Ship To, Sales Orders, Shipments, Quotes, Purchase Orders, Parts, Invoices, Cases & Service Calls. Users can enter the search criteria they are looking for and return results with links to open the business object in its native program.