Advanced Search Article

Advanced Search Article

The Advance search feature provides a more detailed search criteria option.  Click on the Advance icon per below:



The following will appear:



1) Enter the required search fields.


Seg1 to Seg10 refers to the General Ledger Account Number segments as setup and defined in Great Plains Accounting (ERP") software.  Up to 10 segments can be defined and setup in the ERP. 


The General Ledger Account Numbers are displayed on the Manage ERP Accounts.  In the below example, the Account Numbers has three segments XXX-XXXX-XX eg,600-5100-00.


Therefore, "Seg1"  refers to the first segment in the Account Number ("XXX), "Seg2" refers to the second segment in the Account Numbers ("XXXX") and

"Seg3" refers to the third segment in the Account Number ("XX").


2) Search.

3) To clear the search fields, click on this button.



Please note that the use of the Advanced Search by segments will cause the OrgUnit and Object selections to be ignored.


Please note that the display of the Advanced Search function is set in App Config/Menu Editor on the Application Configuration tab:

​

    • Related Articles

    • Search Article

      The Search feature provides the ability to customize the data you wish to view.  1) Make your selection from the dropdown menus.  Please note that fields that are designated with a "*" are required. 2) Then click on the search button. Once the search ...

    • CompanyDB Search Article

      By Drilling down into the "CompanyDB", Tag 1 - 5 will show and can be Searched on.  These Company Tags are defined in Bulk Company Management. Please contact Dynamic Budgets to assist with making any changes to these sensitive tags. To hide these ...

    • Lookup Article

      This standard functionality provides the ability to access data that is within the system and then copy the data to the appropriate Assumption Grid. The general process will be discussed first followed by a review of the available data. The Lookup ...

    • How Do I Add/Delete BudgetIDs on the Budgeting Search Dropdown Menu? Article

      On the Budgeting Dashboard , and Basic Budget Entry   screens the BudgetIDs dropdown menu provides the list of BudgetIDs that are available to be Searched on. The list of  BudgetIDs in the dropdown menu is determined on the Manage Budgets  screen. ...

    • Basic Budget Entry Article

          Tutorial Link   Basic Budget Entry  is used for entering and viewing budgets within two tabs:  Dashboard  Account Details  Other entry and viewing screen options are the  Budgeting Dashboard , and the Custom Budget Entry .  The Dashboard tab ...