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.

Search criteria

• Scope

  Search price catalogues by scope. The following options are available: All, Laboratory only, Organisation only.

• Created for Quotes

  Search price codes by whether they are associated with quotes:

  • All—No filter is added to the search based upon whether the price code is associated with a quote.

  • Yes—Search price codes where the price code is associated with a quote, that is, include those price codes created by the system when a scheme or analyte in a quote has a quote price schedule created for it.

  • No—Search price codes where the price code is NOT associated with a quote.

• Price Code

  Search price codes by code.

• Name

  Search price codes by name.

• Include Hidden

  Search price codes by whether they are associated with schemes and analytes that are visible to the laboratory:

  • Checked—No filter is added to the search based upon whether the price code is hidden from the laboratory.

  • Unchecked—Search price codes where the price code is associated with a scheme or analyte that is visible to the laboratory. This includes all lab-scope price codes, org-scope price codes that are not associated with any scheme or analyte, org-scope price codes that are associated with a lab-scope scheme or analyte, and org-scope price codes that are associated with a scheme or analyte where the scheme is enabled for use in the laboratory.

• Description

  Search price codes by description.

• Price Type

  Search price codes by price type. This field allows multiple entries. Select one of the options from the list, and click the icon to display all the selected options.

• Status

  Search price codes by status:

  • All

  • Active only

  • Inactive only.

• Base Price Note

  Search price codes by base price note.

• Block Price Note

  Search price codes by block price note.

Scheme Criteria Tab

The scheme and analyte criteria to search for price codes.

• Used by Scheme or Analyte

  Search price codes by whether they are associated with a scheme or analyte:

  • All—No filter is added to the search.

  • Used—Search price codes where the price code EXISTS in active or non-active schemes or analytes in scope.

  • Not used—Search price codes where the price code does NOT exist in active or non-active schemes or analytes in scope, that is, schemes and analytes with org-scope but only those that are enabled for the laboratory, and schemes with lab-scope. The Scheme Name, Scheme Description, Analyte Name, Analyte Description, Section Name and Section Description criteria are ignored if this selection is made.

• Scheme Name

  Search price codes by the name of a scheme that uses it. For example, setting this criteria to X-ray% returns all price codes used on schemes that have a name starting with X-ray.

• Scheme Description

  Search price codes by the description of a scheme that uses it. For example, setting this criteria to X-ray% returns all price codes used on schemes that have a description starting with X-ray.

• Analyte Name

  Search price codes by the name of an analyte that uses it. For example, setting this criteria to Cu% returns all price codes used on analytes that have a name starting with Cu.

• Analyte Description

  Search price codes by the description of an analyte that uses it. For example, setting this criteria to Cu% returns all price codes used on analytes that have a description starting with Cu.

• Section Name

  Search price codes by the name of the section associated with a scheme that uses it or has an analyte that uses it. For example, setting this criteria to Met Lab returns all price codes used on schemes or analytes where the scheme is associated with a section whose name is Met Lab.

• Section Description

  Search price codes by the description of the section associated with a scheme that uses it or has an analyte that uses it. For example, setting this criteria to Met lab returns all price codes used on schemes or analytes where the scheme is associated with a section whose description is Met lab.

Price Book Criteria Tab

The price book criteria tab to search for price codes, based upon how they are associated with price books.

• Used by Price Book

  Search price codes by whether they are associated with a price book. This can be:

  • All—No filter is added to the search. When selected, then the other search criteria within the tab are enabled.

  • Used—Search price codes where the price code EXISTS in active or non-active price books in scope. When selected, then the other search criteria within the tab are enabled.

  • Not used—Search price codes where the price code does NOT exist in active or non-active price books in scope. The Price Catalogue Code and Price Book Code criteria are ignored if this selection is made. When selected, then the other search criteria within the tab are cleared and disabled.

• Price Catalogue Code

  Search price codes by the code of a price catalogue that has a price book associated with it. For example, setting this criteria to AustPrices% returns all price codes used in a price book associated with price catalogues that have a code starting with AustPrices.

• Price Book Code

  Search price codes by the code of a price book associated with it. The drop-down list contains price books, showing the price book's catalogue code, price book sequence and name, ordered by price catalogue code and price book sequence. Where Used By Price Book is selected as All or Used and a Price Catalogue Code is supplied, wildcards included, then the list is filtered by the price catalogue criteria, otherwise the list comprises price books from all price catalogues in scope. For example, setting this criteria to AustPrices20% returns all price codes associated with price books that have a code starting with AustPrices20.

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.