Search, Sort & Set Bookmarks

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Conrad Boone
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1 Guidance: As you review this lesson, please note that the title Seller is used to identify Dealers, Suppliers, Vendors, Distributors, Service Providers, etc. The title Buyer is used to identify Fleets, Members, Customers, etc. Contents Objectives... 2 Search, Sort and Organize... 2 Search Methods... 2 Company Name Search... 2 Multi-Select Company Name... 3 Calendar Search... 4 Date Type... 4 Date Range... 4 Expand/Collapse Transaction Search Criteria... 4 Columns... 5 Apply and Reset Filers (version or higher)... 5 Reset button (version or higher)... 5 Apply Filter button (version or higher)... 5 Clear Filter button (version or higher)... 5 Filter a Column... 6 Re-order Columns... 6 Ascending/Descending Ordering... 7 Group by Column... 7 Expand Details... 8 Central Pay Bookmarks (save search criteria)... 8 Create a Bookmark... 8 Load a Bookmark... 9 Update a Bookmark... 9 Bookmark Maintenance... 9 Summary Copyright 2016, Corcentric. All rights reserved. 08/2016

2 Objectives After completing this lesson, you will be able to: Select search criteria Conduct searches Reorganize search results using the group, sort, and filter functionality Create, Edit and Inactivate bookmarks Search, Sort and Organize CorConnect offers well-organized, advanced search capabilities when using the Invoices and Transaction Lookup menu options. Advanced Transaction Finder Search Methods You can search for your transactions by using one or more of the search criteria fields as noted above. For example, if you know the purchase order number you can enter the number in the PO Number field from the Transaction Lookup page, and click the Search button to display the results. The more information entered in the search criteria fields, fewer results will be returned. If your search results return no data, you have entered invalid information. Company Name Search To search by location, click in the Company Name field and a dropdown list will display the locations you have access to. You can search for locations in a couple of ways: Copyright 2016, Corcentric. All rights reserved. [2]

Filter Method: To search for a location, simply enter part of the name in the Display Name field and pause and wait for the program to return the results.

3 Scroll Method: 1. From the dropdown list, scroll through the list of locations and make your selection(s) by clicking in the appropriate check box. 2. After you have made your selections, click outside of the dropdown list to hide the dropdown and select the Search button to begin your search or to add additional search criteria. Filter Method: To search for a location, simply enter part of the name in the Display Name field and pause and wait for the program to return the results. Alternatively, to search by State, enter only the 2 digit abbreviation. In the example below, we searched for a Barry Auto Supply, by entering barr. To clear your filter click the x in the field containing your filter information. Note: If you find you need to clear your selections, click the Clear Selection option located at the top right of the dropdown. Multi-Select Company Name You can select multiple company names to be included in your search results. There is a maximum system limitation of 200 selections. 1. From the dropdown list, click the checkbox next to the locations you would like to review. There is a maximum system limitation of 200 selections. 2. After you have made your selections, click outside of the dropdown list to hide the dropdown and select the Search button to begin your search or to add additional search criteria. To clear your selection re-click the check boxes or select the Clear Selection link. Copyright 2016, Corcentric. All rights reserved. [3]

Calendar Search Date Type The Date Type field contains various search options for narrowing down search results. Click the Date Type dropdown to view the available list options.

Either select one of the frequently used date ranges or enter a specific date range in the From/To fields. The From/To date fields by default are one week back from the current date.

Locate and select the dates Alternatively, you can enter the date(s) manually using the mm/dd/yyyy date format After entering your search criteria, click outside of the calendar to hide the calendar

4 Calendar Search Date Type The Date Type field contains various search options for narrowing down search results. Click the Date Type dropdown to view the available list options. Date Range The date range field contains frequently used date ranges such as last 7 or 14 days and an option to determine your specific date range. Either select one of the frequently used date ranges or enter a specific date range in the From/To fields. The From/To date fields by default are one week back from the current date. (See the User Settings Guide for information on changing the default date range.) To search by a date range, click the From: and/or To: drop-down list to open the calendar. Locate and select the dates Alternatively, you can enter the date(s) manually using the mm/dd/yyyy date format After entering your search criteria, click outside of the calendar to hide the calendar window, and click the Search button to initiate the search and view your results Expand/Collapse Transaction Search Criteria You can collapse the left side to expand the grid viewing area by clicking the arrow in the center divider. To restore the search criteria options, re-click the arrow. Copyright 2016, Corcentric. All rights reserved. [4]

Columns You can group, sort and filter grid Columns in various ways to meet your needs. Note: The sorting and filtering of columns only applies to your active session.

18 or higher) Use the Reset, Apply Filter, and Clear Filter buttons on all grid screens for efficient filtering, sorting, and resetting data. Reset button (version 11.

5 Columns You can group, sort and filter grid Columns in various ways to meet your needs. Note: The sorting and filtering of columns only applies to your active session. The program does not save your preferences. Apply and Reset Filers (version or higher) Use the Reset, Apply Filter, and Clear Filter buttons on all grid screens for efficient filtering, sorting, and resetting data. Reset button (version or higher) After grouping or re-ordering your columns, click the Reset button to return the grid to the default layout. Apply Filter button (version or higher) You can enter filter criteria in multiple columns then click the Apply Filter button to apply multiple filter criteria in one efficient search. Clear Filter button (version or higher) Click this button to clear all filter criteria and revert back to the default grid. Copyright 2016, Corcentric. All rights reserved. [5]

Filter a Column On some grids within the CorConnect program, there are two types of filtering menus depending on the type of data contained in the column.

less than the amount to be entered in the filter field.

6 Filter a Column On some grids within the CorConnect program, there are two types of filtering menus depending on the type of data contained in the column. Click the filter icon in the column you want to filter and select the desired filter Enter the filter value in the text box In this example the filter was selected to find all invoices with a total less than the amount to be entered in the filter field. The program automatically filtered the data and displayed the results matching the value entered You can filter multiple columns and multiple levels deep. For example, once the program filters the results to all invoices with a total less than $ you could move to the Buyer Code field and filter for a specific Buyer. The program will filter and return all invoices under $ for the specified Buyer. To clear the filters and return to the results grid, delete the data from the filter field(s) Re-order Columns To re-order the columns in a way that you want the data displayed, drag and drop a column label to the desired position In the following example, the Program Inv# column label is dragged and dropped in the fourth column position to the right of the Inv# column. Repeat this process until the columns display in an order that works best for you. Copyright 2016, Corcentric. All rights reserved. [6]

Ascending/Descending Ordering Click a column label to toggle between ascending and descending order In the

in descending order (greatest to least).

column label to the lightly shaded gray area to group that column s data In the following example, the

7 Ascending/Descending Ordering Click a column label to toggle between ascending and descending order In the following example, the Inv Total column was arranged in ascending order (least to greatest) then rearranged in descending order (greatest to least). Inv Total Column in Ascending Order Inv Total Column in Descending Order Group by Column Drag and drop a column label to the lightly shaded gray area to group that column s data In the following example, the Status column label is dragged then dropped into the light gray shaded area. The invoices are grouped together according to the Status. Copyright 2016, Corcentric. All rights reserved. [7]

8 In this example, you can expand the Status details by clicking the >. All the invoices associated to a Status display. For more about expanding the details refer to the Expand Details section of this guide. Drag and drop the label back into the column headings to return to the data grid. Expand Details When you see the expand arrow >, click it to expand and open the details for the item you are viewing. Re-click the arrow to collapse the details. In the above example, the invoices were first grouped by Status. The expand arrow on the left was clicked to expand the details and display all invoices associated to the selected Status. Bookmarks (save search criteria) Along with all the advanced search capabilities, once you setup your search you can save your criteria as a Bookmark to reuse, saving you the time and effort of entering the same search criteria repeatedly. Please note that the Bookmark saves the search criteria not the search results. Each time you load a saved Bookmark you will click Search to initiate a new search based on your saved criteria. Create a Bookmark Bookmarks can be created on the Invoices and Transaction Lookup screens. After setting up your search criteria on these screens click the Save As Bookmark button at the bottom of the screen. Simply Name the Bookmark something relevant to you along with a brief Description and click Create. If you edit the saved bookmark by adding or changing search criteria or by changing the Name and or Description click the Update button. Copyright 2016, Corcentric. All rights reserved. [8]

Load a Bookmark From the search criteria, click the Load Bookmark drop-down and select one of your saved bookmarks. Bookmark features are only available on the Invoices and Transaction Lookup pages.

9 Load a Bookmark From the search criteria, click the Load Bookmark drop-down and select one of your saved bookmarks. Bookmark features are only available on the Invoices and Transaction Lookup pages. After selecting the bookmark the search screen will refresh and populate the remaining fields with your saved search criteria. You can easily add additional search criteria to a loaded bookmark but the new criteria will not be saved with the bookmark unless you update the bookmark. Note: Bookmarks are specific to the location where created. For example, if you created a bookmark in Invoices named XYZ you will not see your XYZ bookmark in the Load Bookmark drop-down on the Transaction Lookup page. Update a Bookmark When you load a saved bookmark then change some of the criteria, click the Save As Bookmark button. You will have the option to overwrite and update the existing bookmark by clicking the Update button. If you want to create a new bookmark containing the updated criteria edit the Name and Description fields and then click the Create button to save as a new bookmark. Bookmark Maintenance From the Admin menu option select Bookmarks Maintenance. All active and inactive bookmarks will be stored on this screen. Select a saved bookmark from the Bookmark Name drop-down list to edit an individual bookmark and click the Search button. If you want to see all your saved bookmarks leave the Bookmark Name blank and click the Search button. Copyright 2016, Corcentric. All rights reserved. [9]

10 Locate the bookmark to update and click the Edit option in the Commands column. From this screen you can rename the bookmark, change the description, or if you no longer need the bookmark, deselect the Is Active check box. If the bookmark is inactive it will not display in the Load Bookmark drop-down list. To reactivate the bookmark, simply check the box and the bookmark will be available again to use when searching. After making your edits, click the Update option to save your changes. Summary Having completed this lesson, you are now able to: Select search criteria Conduct searches Reorganize search results using the group, sort, and filter functionality Create, Edit and Inactivate bookmarks Copyright 2016, Corcentric. All rights reserved. [10]

The Fleet page provides you with the tools needed to display, find, and manage your equipment. The page views and elements include:

Using the Fleet Page The Fleet page provides you with the tools needed to display, find, and manage your equipment. The page views and elements include: Assets tab Components tab Asset Details view Add/Modify