Item Search
This page describes how you can quickly and easily search for items in TRASER DMS 365. The contents on this page are divided into the following sections:
- Searching for Items via the Role Center
- Searching for Items via the Document Lines
- Setting up Default View for Item Search
Searching for Items via the Role Center
To search for items via the role center, please proceed as follows:
- In the role center of TRASER DMS 365, navigate to the Advanced Search area.
- In the Item Search field, enter a part of an item number or a description of the item you want to search for. You can either enter full item numbers or only a part of an item number (e.g. 16). If you want to search for an item by its description, you have to add a # at the start (e.g. #Paris).
- To start the search, confirm your search with ENTER.
- The page contains all items that match your search. To change the search result view to more detailed information, select Expanded View in the Page View field.
- To open the item card for an item, select an item from the table and click on Card in the menu bar.
Tip
You can also set up the default view for users in the system. More information on this can be found in the Setting up Default View for Item Search section.
You have successfully searched for an item via the role center.
Searching for Items via the Document Lines
The item search is described below using a sales order as an example, but can also be used in all other documents. To search for items via the document lines, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Create a new sales order or select an already existing sales order.
- Navigate to the Lines FastTab.
- In the Lines FastTab, click on Functions > Item Search in the menu bar.
- In the Search Value field, enter a part of an item number or a description of the item you want to search for. You can either enter full item numbers or only a part of an item number (e. g. 16). If you want to search for an item by its description, enter a description and then activate the Search Description Only toggle switch.
- To start the search, confirm with ENTER.
- All items that match your search will be displayed.
- Select an item and click on OK to add this item to the document line.
You have successfully searched for an item via the document lines.
Setting up Default View for Item Search
This section describes how to set up the default view for item search results for specific users. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the User Setup page.
- Select a user from the list.
- Open the user card by clicking on Card in the menu bar. For more information regarding user cards, click here.
- Navigate to the Item Search Page Default field in the General FastTab. You can choose between the following page view:·
| Value | Description |
|---|---|
| Basic View | Choose this value for the selected user if the search results should be displayed using the Basic View. If you use the Basic View setting, the search results will only contain basic information. |
| Expanded View | Choose this value for the selected user if the search results should be displayed using the Expanded View. If you use the Expanded View setting, the search results will contain additional information. In addition to the information from Basic View, the search results will also contain information on unit, price list and an additional field (Order Date) to narrow down the search. |
You have successfully set up the default page view for users.