1. Click the Home tab, then click Search Orders and Results in the secondary menu. The Search Orders and Results Home screen appears.

 

Search Orders and Results Home Screen

From the Search Orders and Results screen, you can start a new search by clicking the New Search button.

Step 1: Define search period

2. Specify the search period using the From Period* and To Period* drop-down lists.

Step 2: Select Primary and Secondary results to display

3. Choose the information to display in the top pane using Primary* drop-down list.

4. Choose the information to display in the bottom pane using Secondary*

Step 1: Define search period

2. Specify the search period using the From Period* and To Period* drop-down lists. Step 2: Select Primary and Secondary results to display

3. Choose the information to display in the top pane using Primary* drop-down list.

4. Choose the information to display in the bottom pane using Secondary* dropdown list. The results include Processed Orders, Credits, Commissions, Bonuses, Draws, and Payments.

Step 3a: Define basic search criteria

5. Type the values in the Order Code, Item Code, Person’s Last Name, or Employee ID fields.

Step 3b: (Optional) Define advanced search criteria

6. Choose the Object from the drop-down list. You can choose from among the following: OrderItem, Person, or Position.

7. Click the button next to the Field, select a field for the search criteria, and click OK.

8. Choose an Operator from the drop-down list.

9. Type or choose a value in the Value field.

10. Click Add Row to add to the search criteria; click Delete Row to remove the last row in the search criteria list.

11. Click Search. Alternatively, click Clear to clear the search form.