There are four search interfaces that can be used to search acquisitions data. These interfaces are combined into a single tabbed interface.
The Acquisitions Search interface can be reached from the Acquisitions Menu using the following options:
- General Search defaults to the Line Item Search tab
- Purchase Orders defaults to the Purchase Orders Search tab
- Invoices defaults to the Invoice Search tab
- Selection Lists defaults to the Selection Lists Search tab
Search Interface Features
- The Legacy Search Interface link, in the upper right corner, takes you to the old search interface.
- You can search for records that have “any” or “all” of the terms you specify by changing the dropdown.
- Up and down arrows close and open the search form.
- Plus and minus buttons add and remove search terms.
- Each search tab, except for the Line Item Search tab, has a pre-configured default search.
- A custom default search for each tab, can be saved by the user. See Creating Custom Default Searches for more information.
- A Reset Default Search button allow you to restore the default search.
- The Retrieve Results Immediately checkbox is sticky. It can also be set in your default search. If this option is checked, results will be retrieved immediately upon going to the search tab.
Creating a Search
- Choose if your search should match all or any of the search terms you use in your search. Selecting all will conduct a stricter search that must match all of the search terms you indicate. Selecting any will return search results that match any of the search terms you indicate.
- Select a search attribute from the drop down menu. This menu provides search options related to line items, purchase orders, selection lists, and invoices; the search results will return relevant line items.
- The search entry box will display a controlled list of values via a dropdown menu when available. You will see this when searching for an org unit, owner, state, status, and provider, among others. Begin typing to see the values. Search is case-insensitive.
About Search Results
- Search results are presented in a grid format.
- Clicking on a column header will sort the grid by that column.
- Column filters may be used to further refine the search results.
- A Remove Filters button will clear any applied filters.
Grid Controls
From left to right:
- Displays the number of selected rows
- Actions for selected rows
- Go to the first page
- Go to the previous page
- Go to the next page
- Select the number of rows to display
- Expand/Collapse rows vertically
- Show Grid Options
- Column configuration settings to customize your display
- Select from a list of fields to display in the grid
- Download Full CSV
- Print Full Grid
Filters
Filters differ depending on the type of data you are filtering.
If a filter is applied it is highlighted in blue.
Types of Filters
Date/Time Filter
Text Filter
Numerical Filter
Typeahead Filter
Org Unit Filter
