Data Entry Tips

Keep these points in mind as you enter data:

•      You may enter data in any or all fields on a custom document search screen. You may also leave all fields blank.

•      After performing a search, you can easily change the search to find any other type of document. In the Document Lookup screen, simply change the code in the Document Type field to reflect the type of document you want to look for (for example, DV or PO) and move your cursor out of the field. The system rebuilds the screen with the proper search criteria fields for the new document type.

•      Dates must be specified in mm/dd/yyyy format. You may also click the calendar tool and then select a date from the calendar.

•      For many fields, the system provides a handy lookup that can help you retrieve a value (for example, a customer number) you want to search on but have not memorized.

To use a lookup:

1.  Click the lookup icon for the field you need a value for (e.g., Customer Number).The system displays a form to help you find the specific value you need.

2.  Enter identifying information (customer name, etc.) in any of the fields provided.

3.  Click Search button to retrieve a list of records that match your entries.

4.  When you find the record you need, click the Return Value link to copy the value into your custom document search screen.

5.  The following table indicates how to use special characters to expand or limit your searches.

Using special characters in search

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 except1031490
?	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 than1031490
<	Less than	Alphanumeric characters, numbers, dates	<1031490 Matches on all account numbers less than1031490
>=	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 than1031490and on account numbers less than or equal to1111500

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