Page History

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• Enter known information
  This includes information like Party ID, User Login, Last Name, First Name, Party Group Name, and Role Type.
  • Adding data focuses search
    The more information entered, the more specific will be the find. However, only one of the boxes need be completed to do a search. The search returns all Party IDs sharing the entered information. For example, if only 'Chicago' were entered under the City box, all Parties with a Chicago address are returned.
  • To expand your search ...
    Conversely, the less information entered, the broader the results. For example, if only two letters of a last name is entered, all the Parties with the last name containing those letters will be returned.
  • Show All Records
    Check this box to show all Party records, even if no search criteria are entered. Image Removed

• Click on Lookup Party(s)
  Returns a table of all Party(s) found matching your input. If more than a screenful, you may need to scroll through the pages of results using the Previous and Next links.
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• Wiki Markup
  Parties found The table of information for Parties found includes the Party ID #, User Login, Name, Type of party, and links to the \[Details\], \[Orders\], and \[New Order\]..2.1.1.7 Select desired party Must click on one of the links.

  • Party # or Details
    • Party Profile screen
      Takes you to the Party Profile screen from either of these links.
    • Continuity of selection
      Once a Party is selected, subsequent screen choices will be relative to the selected Party. If you wish to, for example, view the orders from another Party, first identify/specify the party before searching for orders.
  • Orders
    Takes you to the Order Manager and the Find Order(s) - (Order(s) Found screen, even if there are no orders existing. See Find Orders, below.
  • New Order
    Takes you to the Order Manager application, the first Order Entry screen, populating the Party ID box.