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This material was adapted from , documentation for the KFS 4.x releases.

Note
titleWork in Progress

This information will continue to be updated.

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(warning) 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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E-Doc Screen Layout

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  1. To restrict the search to documents that meet criteria of your choice, enter search data as appropriate.
  2. 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.

  3. 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.

  4. Choose from among these options.

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Using special characters in search

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Character(s)

Function

Use with

Example (Account Number field)

Or

All types of data

1111500

1123400
Matches on either of these two account numbers:
1111500
1123400

&&

And

All types of data

1111500&&1123400
Matches on records that contain both of these account numbers:
1111500
1123400

!

Not equal to

Alphanumeric characters

!1031490
Matches on all account number except 1031490

?

Match on any single character

Alphanumeric characters

103?490
Matches on all seven-digit account numbers that start with 103 and end with 490 (1030490, 1031490, etc.)

*

Match on any character or characters

Alphanumeric characters

103*
Matches on all account numbers that start with 103 (1030000, 1039765, etc.)

>

Greater than

Alphanumeric characters

>1031490
Matches on all account numbers greater than 1031490

<

Less than

Alphanumeric characters, numbers, dates

<1031490
Matches on all account numbers less than 1031490

>=

Greater than or equal to

Alphanumeric characters, numbers, dates

>=1031490
Matches on all account numbers greater than or equal to 1031490

<=

Less than or equal to

Alphanumeric characters, numbers, dates

<=1031490
Matches on all account numbers less than or equal to 1031490

..

Between (inclusive range)

Alphanumeric characters, numbers, dates

1031490..1111500
Matches on account numbers equal to or greater than 1031490 and on account numbers less than or equal to 1111500

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