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There is a set of general functions that apply when
we are looking to retrieve an Account Code in IES Business. For example, we can
apply these principles when retrieving Creditor Account Codes.
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And we can apply the same principles for retrieving
Stock Account Codes.
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And we will now demonstrate some of these
principles while retrieving Debtor Account Codes.
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There is always a Lookup function available, and it
can be requested from the lookup icon, by pressing the F2 key or a dbl-click.
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The lookup may offer multiple methods that are
available for the specific type of Account Code, and the selected method may
lead to Selection Criteria that we may adapt to apply the rules to find only
that data which we are looking for.
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In this case, we can retain the wildcards 'as is'
or we can specify an Account Name pattern or a Group Number pattern, or both.
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And this may result in a list of Account Codes that
we may select from.
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We can also just type some lead-in characters in
the Account Code, where in this example we'd like to see Account Codes that
start with '00'.
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And we have a result.
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The lead-in characters may also be stated with a
'/' character.
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So in this case, all listed Account Codes start
with '07'.
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We can also start with a slash, wishing to retrieve
Codes that 'end with'.
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All these Account Codes end in '06'.
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Or, we may simply type some text that appear in the
Account Name.
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All these Accounts clearly include the text we have
typed.
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When we prefix the text we type with '..', then it
means the Account Name must START WITH that text.
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As we see here, all the Account Names starting with
the specified text.
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We can use the START WITH text with another 'AND'
rule, meaning the text following another '.' MUST also be a part of the Name
somewhere.
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Like this.
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Or, we can just use a single '.' between any number of text pieces, and that
means that ALL of these TEXT patterns must be in the Name somewhere, in any
order.
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Like in this case.
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Or as in this case.
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Or, we can use the comma as the 'OR' rule, meaning
that the Account Name should include ANY OF the text specified between commas.
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Each of these Accounts includes at least 1 of the
Text patterns that we have specified.
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So, we have many tools to easily and quickly
retrieve an Account Code that we are looking for.