Wild card for Inquiries?

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Sales>>Inquiry>>Sales Documents

Is there a wild card that can be placed to see all order/invoices unposted/history that have a base/root number?

Such as, if my invoice uses a base/root number of 3000 for a project and each invoice number has that root in addition to another sequence. Let's say date. Ex. 3000-07152016, 3000-07312016. is there a wild card that I can use to see all the orders/invoices in the search field under Sales>>Inquiry>>Sales Documents?

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Mike Bufano 1,484 on at

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I am not aware of a wild card. However, could you accomplish the same search using Smartlist? With Smartlist, you can query the posted or unposted Sales/orders and then from the resulting list, open the documents inquiry windows to see those specific orders or invoices.

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Thanks, I tried the smartlist, but there is only 4 search options and I need to have more so that Returns are included along with invoices and orders and specific period of time. because I need only posted items (history). Is there a way to open more search options?

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Tim Wappat 5,711 on at

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If you get into the habit of using navigation lists for this, it is more powerful for searching.

Select Sales, then all sales transactions

Then build a query

You can also type free-form search text into the "type to filter" box at the top right as well.

From your original question i'm uncertain of your exact root-document format, but this may help?

Clicking on the drop down arrow of the red title lets you save these filters too for next time.

Use the various "calls to action" along the menu with an item selected.

Tim.

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Community Member on at

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OH!!! This might work. Thank you so much!!!!

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