Page History

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• Select the Find link
  "Find is the default screen in the Party Manager.

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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.

• 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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• Parties found
  The table of information for Parties found includes the Party ID, User Login, Name and Type of party.

• Links:
  • Party ID or Details
    Takes you to the Party Profile screen. See: Edit Customer
  • Orders
    Takes you to the Order Manager and the Find Order(s) - Order(s) Found screen, even if there are no orders existing.
  • Quotes
    TODO
  • New Order
    Takes you to the Order Manager application, the first Order Entry screen, populating the Party ID box.
  • New Quote
    TODO

Edit Customer

Continuity of selection

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