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NOTE: This information applies to E-Docs and not OLE interfaces (such as loan, transfer, or bound-with). Each interface is described in the appropriate guide. Please refer to the OLE Documentation Portal.
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- To restrict the search to documents that meet criteria of your choice, enter search data as appropriate.
- If desired, save this set of search criteria for reuse later by entering a descriptive name in the Name this search field. Some OLE searches include the option to name and save your searches, so they can be repeated later by the same user. Named searches are available for Requisition, Purchase Order, Receiving and Payment Request searches.
For information about specific fields, see the help documentation for the particular type of document you are searching for in the OLE Documentation Portal.
For tips about data entry, see Data Entry Tips. - Click the
button at the bottom of the screen.
The system retrieves a list of items that match your search criteria.
If you gave your search criteria a name, the system also displays the name of your saved search in the Searches list at the top of the screen.
- Choose from among these options.
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