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Slide notes: While we work with IES, we naturally and frequently use data lookups to find values and data records. There are some general guidelines that are useful to know. For example, intuitive and automatic searching is invoked by typing some value we are looking for.

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Slide notes: In this example we are attempting to find Ledger Accounts that include the value "cost" in the Account Name, and alternatively we could also type a part of the Account Code.

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Slide notes: The system responds with a list of Accounts, and they all include the word "cost" somewhere in the name.

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Slide notes: Then again, if we type "..cost", we are telling the system to find only Accounts where the name STARTS WITH "cost".

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Slide notes: And the results show exactly that.

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Slide notes: We can also use the dot as an "AND" rule, so '.cost.serv' will find only Accounts where the Name includes both "cost" and "serv".

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Slide notes: And here is the result. We note that the Ledger Accounts are used only as an example, and the same principle applies on many other screens in the system.

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Slide notes: The Lookup function comes with more options though. We can also dbl-click the field to invoke the general lookup function, or press F2, or choose the Lookup icon - all of these actions will invoke the lookup function.

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Slide notes: The lookup function can result in an immediate list of Items to select from, or it can start with a Criteria Screen. A criteria screen always have defaults, so we can just choose NEXT. However, it is an opportunity also to fine-tune the search and we can replace the wildcards with a specific value to search for if we want.

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Slide notes: Now we can just select an Account from the list.

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Slide notes: Here is another example, and this time we are using a lookup on the Jobs Master.

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Slide notes: In this case, the lookup has multiple methods that we can choose from. So our 1st step is to choose whether we will search by Key or by Description. Depending on the choice we make, that will lead to the criteria screen and the options that we will have there.

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Slide notes: Since we have selected the DESCRIPTION method, we can now specify a specific word to look for in the description of the Jobs, in order to find the correct one.

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Slide notes: By specifying "hilux" within the wildcards, we can expect a result where Jobs with the word "hilux" in the name will be produced.

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Slide notes: And that is exactly what we get.

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Slide notes: To find out more about how to use wildcards in data selection, and also the general guidelines for intuitive searching, we can use the "How do I" function.

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Slide notes: Just type "wildcard" at 'How do I" to find the help document.

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Slide notes: Double-click the topic.

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Slide notes: And here we have more information on the use of wildcards in data selection.

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Slide notes: For more information on automatic searching, type 'search' to find the result.

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Slide notes: And here are the general guidelines for intuitive value searching.

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