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.

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