80 lines
4.5 KiB
HTML
80 lines
4.5 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Basics: Fields">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Lookup Fields</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Lookup Fields</p>
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<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="basic302.htm">Entering Data</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Lookup fields are used to bring data from another file to the document or record in which you are working. An example is the <font class="hcp1">Customer</font> field on sales receipts, as shown below.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text" style="text-align: center;"><img src="../image/cust_list_on_doc.gif" alt="" style="border: none;" width="389" height="196" border="0"></p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">Lookup fields are directly linked to the associated file. You have the following options from a lookup field:</p>
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<ul>
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<li class="p-Help-Bulleted" style="font-size: 9pt;">
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<p class="Help-Bulleted">Search for a record by keyword</p>
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</li>
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<li class="p-Help-Bulleted" style="font-size: 9pt;">
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<p class="Help-Bulleted">With no entry, click  the field to display all records in the associated file</p>
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</li>
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<li class="p-Help-Bulleted" style="font-size: 9pt;">
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<p class="Help-Bulleted">Select <font class="hcp1">Add New <record></font> from the drop-down list to add a new record of this type and list it on the document</p>
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</li>
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</ul>
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<p class="Help-Text">Note: Looking up items from documents is slightly different (see <a href="basic303.htm">listing items on documents</a>).</p>
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<p class="Help-Info-Line">To use lookup fields:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Scan or begin typing an entry in the lookup field. You need only enter enough characters to ensure a unique match in the associated file.</p>
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</li>
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</ul>
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<p class="Help-Indent">The drop-down list is automatically activated and the closest match(es) to what you type is shown. Click a record (<font style="font-weight: bold; font-style: italic;"><Enter></font>) to bring it to the document. Otherwise continue with the following steps.</p>
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<p class="Help-Nested-List"> </p>
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<p class="Help-Info-Line">Lookup alternative (not available from all documents):</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Choose the <font class="hcp1">Select from</font> <font class="hcp1"><record type> List</font> from the <span class="hcp2">I Want To</span> menu to directly access the associated file.</p>
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</li>
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</ol>
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<p class="Help-Indent">Example: <span class="hcp2">S</span><font class="hcp1">elect from</font> <span class="hcp2">V</span><font class="hcp1">endor List</font> to access the vendor file.</p>
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<ol start="2">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">In the list, use standard <a href="basic261.htm">sort</a>, <a href="navigation_find/basic_filter_keys.htm">search</a>, or <a href="basic262.htm">filtering</a> procedures to locate an existing record.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Once the record is selected, choose <span class="hcp2">S</span><font class="hcp1">elect</font> or double-click to add the record to your document.</p>
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</li>
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</ol>
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<p class="Help-Text">When you access the customer, department, or vendor files during a lookup, you have full editing capabilities in that module. This makes it possible to add or edit records without closing the original module.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="basic303.htm">Listing items on documents</a></p>
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</body>
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</html>
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