Journal records can be searched and viewed through this screen.
| A. Toolbar | Actions available on this screen |
| B. Search bar | Enter a search term to browse journal entries |
| C. Open search criteria dialog | Advanced search criteria that can be applied to narrow results |
| D. Search results | The different columns can be rearranged and hidden. See the article Tour RFMS NEXT for information on how to do so. |
The Communications Center can be accessed from the toolbar when a single journal record is selected. For more information please see the article The RFMS NEXT Communications Center.
Search and View Journal Entries
Browse journal entries by entering a term in the search bar, or by using advanced search options within the Search Criteria dialog.
At the very top you can enter a search term and filter by Stores and Account Code. All stores and account codes will be searched by default.
In the General section you can narrow your search further. These search parameters apply to all journal entries regardless of where they stem from (i.e. Account Payable, Order Entry, or Inventory).
| Field | Explanation |
|---|---|
| Transaction Date range | Select the beginning and end dates for when transactions took place to search within |
| Check Number | Search journal entries by a specific check number |
| Batch Number | Search journal entries by batch number |
| Amount Range | Search journal entries by transaction amount |
| Transaction Type | Search journal entries by credit, debit, or both |
| Imported Check box | Check this box if you wish to search journal entries that have been imported |
| Description | Search journal entries by a specific description (Example: Order Number, Supplier, |
| Comment | Search journal entries by a specific comment (For a list of comments and their meaning please see the article Journal Comments) |
Search criteria can be narrowed down to search independently within Account Payable, Order Entry, or Inventory.
| Account Payable | |
|---|---|
| Supplier | Search Account Payable journal entries by a specific supplier |
| Invoice Number | Search by a specific invoice number |
| Detail Comment | Search by a specific comment attached to the journal entry |
| Order Entry | |
| Order Number | Search Order Entry journal entries by a specific order number |
| Order Line Number | Search a specific line number of an order |
| Provider | Search by a specific provider |
| Job Number | Search by a specific job number |
| Inventory | |
| PO Number | Search Inventory journal entries by purchase order number |
| Roll Item Number | Search by a specific roll item number |
| Item Seq Number | Search by a specific item sequence number |
| BOL |
Search by the bill of lading ID |
Search criteria that is frequently used can be saved as a custom filter and reloaded for future searches to speed up the process.
How To:
- After entering all of the desired search criteria, select the Save button in the bottom left of the Search Criteria dialog.
- Enter a name for the custom filter and then select Save.
- To load a custom filter, open the search criteria dialog, and select Load located in the bottom left.
- Locate the filter you wish to use and select Apply.
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