Screen flows

• Submit—Perform a search using the entered search criteria and display the results in the grid.
• New Search—Return to the Search screen and clear the search results and the search criteria.
• New—Create a new item related to the application.
• Saved Searches—Display a saved searches menu where you can save a search, rename and delete existing searches. Refer to Using the Screen Interface for more information.

Primary Criteria Tab

The primary criteria for client search.

• Scope

  Search clients by scope:

  • All

  • Laboratory only

  • Organisation only.

• Client Code

  Search clients by code.

• Client Name

  Search clients by name.

• Description

  Search clients by description.

• Client Category

  Search clients by category. Selected from categories with a Category Type of CLIENTS.

• Status

  Search clients by status:

  • All
  • Active only
  • Inactive only.

• Can Submit Samples

  Search clients by whether samples can be registered for it:

  • Either
  • Yes
  • No.

• Priority

  Search clients by the priority. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Parent Client Code

  Search clients by code of the parent client.

• Contained in Client Group

  Search clients by the code of a client group in which a client is a member.

• Alternate Name

  Search clients by an alternate name.

• Label Short Name

  Search clients by a label short name.

Secondary Criteria Tab

The secondary criteria to search for clients.

• Account Manager User Code

  Search clients by the code of the user who is the account manager.

• Invoice to Client Name

  Search clients by the name of the associated invoice-to client.

• Cost Centre Code

  Search clients by the associated cost centre.

• Last Visited

  Search clients by when they were last visited. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Contacted

  Search clients by when they were last contacted. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Submission

  Search clients by when they last submitted a job. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Legal Entity Code

  Search clients by the legal entity code.

• Legal Entity Number

  Search clients by the legal entity number.

Address Criteria Tab

The address criteria to search for clients.

• Address Source

  Search clients by the type of address:

  • Client or contact addresses
  • Client addresses only
  • Contact addresses only.

• Address Category

  Search clients by category. Selected from categories with a Category Type of ADDRESSES.

• Address 1-4

  Search clients by the address details.

• City

  Search clients by city.

• County

  Search a client by county.

• State

  Search clients by state.

• Province

  Search clients by province.

• Postcode

  Search clients by postcode.

• Country Code

  Search clients by country code. A code may be selected from the drop-down list that contains active country codes from System Table Codes with a Table Type of CR—Country Code, as configured in the MSETBL—Table Code Service application. Refer to Maintaining System Table Codes.

Contact Criteria Tab

The contact criteria to search for clients.

• Contact Category

  Search clients by category. Selected from categories of Category Type of CONTACTS.

• Contact Code

  Search clients by code of an associated contact.

• Name

  Search clients by the name of an associated contact.

• Description

  Search clients by the description of an associated contact.

• Salutation

  Search clients by the salutation of an associated contact. A salutation may be selected from the drop-down list that contains active salutations from System Table Codes with a Table Type of CC01—Salutation, as configured in the MSETBL—Table Code Service application. Refer to Maintaining System Table Codes.

• Full Name

  Search clients by the full name of an associated contact.

• Last Submission

  Search clients by when an associated contact last submitted a job. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

Project Criteria Tab

The project criteria to search for clients.

• Project Category

  Search clients by category. Selected from categories with a Category Type of PROJECTS.

• Project Code

  Search clients by the code of an associated project.

• Status Scope

  Search clients by the status of an associated project:

  • All
  • Active only
  • Inactive only.

• Can Submit Samples

  Search clients by whether samples can be registered for an associated project. This can be:

  • Either
  • Yes
  • No.

• Priority

  Search clients by the priority of an associated project. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Name

  Search clients by the name of an associated project.

• Alternate Name

  Search clients by the alternate name of an associated project.

• Label Short Name

  Search clients by the label short name of an associated project.

• Description

  Search clients by the description of an associated project.

• Open Date

  Search clients by when an associated project is open for use on a registered job. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Close Date

  Search clients by when an associated project is closed for use on a registered job. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Last Submission

  Search clients by when an associated project was last used on a registered job. Select start and end dates from the calendars, and a date range option. Select start and end dates from the calendars, and a date range option: Between, Any, Null or Delta.

• Cost Centre Code

  Search clients by an associated cost centre.

Search Results Grid

• Grid flows

  • Export to Report—Report selected records from the search display grid. Available report templates are defined by the SEARCH_REPORT_<ApplicationName> application preference.