For those of you who use iDempiere regularly for transaction entries, chances are you frequently use it to search for entries made days, months, or even years ago. Did you know that in addition to searching by the date stated on the document, you can also search based on the exact date and time the data was actually entered? You can also search based on who first created the record or who last edited it. There are still many other search options available in the iDempiere menu, and we will discuss them one by one here.
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<p>Simple' Lookup Record / Search</p>‘Simple’ Lookup Record / Search
First, if you are not yet familiar with how to perform a search in iDempiere, it is very simple: just click the magnifying glass button located in every menu. Depending on your iDempiere configuration, the order and shape of the buttons may vary, but the shortcut remains the same: Alt+F. Once you enter the search interface, there will be two tabs available: Lookup Record and Advanced. This Lookup Record is used for ‘simple’ searches, such as finding a Sales Order based on the Business Partner’s name and the Date Ordered.
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<p>Urutan kolom yang ditampilkan di menu search ini juga bisa diatur melalui System Administrator. Jika kolom yang anda cari tidak ketemu kemungkinan tersembunyi di bawahnya, cukup klik panah yang mengarah ke kanan untuk menampilkan sisa kolomnya. Untuk melakukan search pada halaman ini, cukup isi kolom dengan value yang anda mau cari. Contoh : jika anda ingin mencari Sales Order yang Business Partner nya "Patio Fun, Inc.", maka isi ke kolom Business Partner di search ini dengan "Patio Fun, Inc." (tanpa tanda petik) dan klik OK untuk mencari.</p>
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<p>Ketika menu sedang menampilkan entrian yang di search, tombol search akan kelihatan lebih timbul atau dihighlight. Untuk menghapus semua isi kolom dari search, klik tombol reset yang terletak di sebelah kiri tombol OK.</p>The order of the columns displayed in this search menu can also be configured by the System Administrator. If you cannot find the column you are looking for, it might be hidden; simply click the right-pointing arrow to reveal the rest of the columns. To perform a search on this page, just fill the column with the value you want to find. For example: if you want to search for a Sales Order where the Business Partner is “Patio Fun, Inc.”, simply fill the Business Partner column in this search with “Patio Fun, Inc.” (without the quotes) and click OK to search.
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<p>Mungkin selama ini anda sudah mengetahui cara untuk melakukan search ke berbagai kolom seperti mencari dengan <b>Date Ordered dan Business Partner</b> sekaligus. Bagaimana jika anda ingin mencari dua Business Partner sekaligus? Caranya dengan ke tab Advanced, di dalam tab tersebut anda bisa memilih Field yang mau dicari, dalam contoh ini kita pilih Business Partner. Setelah itu di Query Value, kita isi dengan nama "Patio Fun, Inc." (tanpa tanda petik). Setelah itu klik tombol + di atas untuk menambah pencarian ke field lain, dalam contoh ini karena kita ingin mencari berdasarkan dua Business Partner, kita isi di And/Or nya dengan OR dan Field di bawahnya dengan Business Partner. Isi dengan nama "Seed Farm Inc." , setelah itu klik OK. Sales Order yang ditampilkan adalah Sales Order dengan kedua Business Partner tadi.</p><p>Terakhir, bagaimana jika anda ingin mencari berdasarkan tanggal dan jam Sales Order tersebut di entri di iDempiere? Sama dengan seperti di atas, lakukan pencarian dari Advanced, dan di Field pilih dengan Created untuk mencari berdasarkan tanggal dan jam Sales Order di entri. Isi di Query Value sesuai dengan tanggal dan jam yang anda mau cari. Untuk mengganti AM menjadi PM, klik di tulisan AM dan tekan tombol panah atas atau bawah. Jika anda ingin mencari lebih banyak di Operator, anda bisa mengganti dengan tanda < , <=, > , >= . Contoh jika anda memilih Created >= 07/12/2023 7:00:00 AM , maka anda akan mencari Sales Order yang dientri mulai dari waktu itu dan seterusnya. Untuk mencari dengan nama user yang melakukan entrian, maka di Field pilih Created By dan isi dengan nama login dari user yang ingin di cari.</p>When the menu is displaying the searched entries, the search button will appear more raised or highlighted. To clear all field contents from the search, click the reset button located to the left of the OK button.
Advanced Lookup Record
Perhaps you already know how to search across multiple columns, such as searching by Date Ordered and Business Partner simultaneously. But what if you want to search for two Business Partners at once?
You can do this by going to the Advanced tab. Inside this tab, you can select the Field you want to search for; in this example, we will select Business Partner. After that, in the Query Value, we enter the name “Patio Fun, Inc.” (without quotes). Next, click the + button at the top to add a search criterion for another field. In this example, since we want to search for two Business Partners, we set the And/Or to OR and the Field below it to Business Partner. Enter the name “Seed Farm Inc.”, and then click OK. The Sales Orders displayed will be those associated with both of these Business Partners.
Finally, what if you want to search based on the exact date and time the Sales Order was entered into iDempiere? Just like the steps above, perform the search from the Advanced tab. In the Field section, select Created to search based on the entry’s date and time. Fill in the Query Value with the specific date and time you are looking for. To change AM to PM, click on the AM text and press the up or down arrow key.
If you want to use more operators, you can change it to signs like <, <=, >, or >=. For example, if you choose Created >= 07/12/2023 7:00:00 AM, you will be searching for Sales Orders entered from that specific time onwards. To search by the name of the user who made the entry, select Created By in the Field section and fill it in with the login name of the specific user.
Those are a few examples and functions of the Lookup Record in iDempiere. A Lookup Record that has been created can also be saved so that you can quickly search using those exact criteria without having to set everything up from scratch again. We will discuss how to do this in a future article. For now, happy searching!