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This text refers to program version 8.5  

Operations Menu - Work Orders - Item Search

This page describes the 'Item Search' function on the Operations menu in the Work Order record window. If you are using iOS or Android, the 'Item Search' function is on the Tools menu (with 'wrench' icon).

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You can use the 'Item Search' function to search for Items that you can then add to the Work Order. This function is therefore an alternative to the 'Paste Special' feature. Note however that in most cases Items in Work Orders will have been copied there from Service Orders. It is not recommended that you add Items to Work Orders if those Items are not included in the originating Service Order.

To use the 'Item Search' function, place the insertion point in the Item field in any row and then select 'Item Search' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). The following window opens:

Search for
Enter here the string (e.g. part of an Item Number or Name) that you are looking for. You must make an entry in this field, otherwise no search will be carried out.

Classification
Paste Special    Item Classifications setting, Sales Ledger
If you enter an Item Classification here, the search for the string that you specified in the field above will be restricted to Items belonging to that Classification.

Search In
Specify the field in which you want to search.
Press [Run] to activate the search. A report will be printed to screen, listing the Items found. If you click (Windows/macOS) or tap (iOS/Android) on an Item Number in the report, the Item will be added to the Service Order in the first empty row.

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The Work Order register in Standard ERP:

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