Identifying & setting up searchable fields in customer invoices

I hope to add a couple of fields or modify current fields in the Receivable invoice module so I can search on these fields.  My client wants to add additional fields for 2 separate identifier numbers that they can search on, in addition to the standard invoice number.  They get a specific work order number from their automated software which they would like to search on.  Also, when they invoice a big corporate account, this is done on line and another number is created by this software which they would like to be able to search on.  They then repost the invoice in Sage using  their own invoice numbers.

Anyone have any ideas or info I can use?  They don't use shipping date and are currently using Quote/Order for one of the numbers, but I can't find how they can search on this field.

Thanks All

  • 0
    The plain text search in Sage 50 will look at:

    The customer name, the shipping address, the invoice number, the date, and the comment field.

    For Orders / Invoices, any 'cleared' order numbers, item description and item number fields aren't searchable. Filled orders can be opened, but they aren't referenced to the invoices they were invoiced on, and the Purchase Order / Sales Order / Quote Number fields on invoices are not searchable. (and don't print on any reports, although they are stored in the invoice table internally and can be reported on using an ODBC query.

    You can see which fields are searchable by clicking on the 'Advanced' tab of the search window. If you pick Sales Invoice, for instance, you can see a pick list of the Sales invoice fields that are searchable.

    Something you should know about the search is that it seems to parse out 'all fields' search text first as a date, then as a document number, then as an amount number, then as plain text.

    So if you have the text '12-17-34-99234-Banana', a search for:
    12-17-34 will look for a date field containing December 17, 1934
    99234 will look for an invoice or document number 99234, or $99,234.00
    4-9923 will look for text matching '4-9923' and will find the document
    Banana will look for 'Banana'.