Search via Document Line

This section describes how to search in the document lines using the Search column.
To search for a record, proceed as follows:

1. Under the Lines tab, in the Type column, select the record type you want to search for.
2. Under the Search Term column, enter a search term to be used for the search.

   

   Figure: Search Term column in a Sales Order

3. To confirm the search, press the Enter key.
4. The Edit - Record Search window is displayed.

   

   Figure: Record Search window

5. Up to 50 search results are loaded at once. To load more search results, scroll down.
6. To insert a record into the document line, double-click the corresponding line in the search results.

You have inserted the record into the document line.