Wild card for Inquiries?

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Posted on by Community Member Microsoft Employee

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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Community Member Microsoft Employee on at

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RE: Wild card for Inquiries?

OH!!! This might work. Thank you so much!!!!
Tim Wappat 5,701 on at

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RE: Wild card for Inquiries?

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.
Community Member Microsoft Employee on at

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RE: Wild card for Inquiries?

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?
Mike Bufano 1,480 on at

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RE: Wild card for Inquiries?

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.