FTF Documentation

Appearance

Find records and adjust list columns ​

When to use it ​

Find an order, receipt, bill, credit note, farmer, or supplier without opening every record.

Before you start ​

  • You need access to the Sourcing screen you want to search.

What this changes ​

The list shows records matching your choices. Changing visible columns changes the display; it does not change the records.

Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.

Steps ​

  1. Open the relevant screen under Sourcing. Enter a reference or name in the search field where available.
  2. Choose the available status, supplier, product, date, or other filters. Some screens put additional options under More Filters.
  3. On Supplier Bills, choose All bills to search beyond the current page. This page searches only the page already shown.
  4. Use the page controls to see more results. Where Manage columns is available, open it and choose the columns to display; Show all restores all available columns.
  5. Select Clear where available to remove filters. Use View on the required record to inspect it.

Screenshot placeholder: Find records and adjust list columns. Show the list filters and Manage columns menu, with the controls described above visible.

Screenshot to add: Find records and adjust list columns. Show the list filters and Manage columns menu, with the controls described above visible. Capture filename: images/find-sourcing-records.png.

Restrictions and help ​

  • Purchase Receive starts with approved, dispatched orders. Change its status filter when looking for completed receipts.
  • An empty page can mean that filters are too narrow or that you do not have access. Check both before asking for a new record.