Search on Keys

Your Trading Grid service might enable you to target a document search by using primary and secondary keys, or only by primary keys. These are data keys such as PO Number and SAP IDOC Number or Type.

You might also be able to modify the Search page to allow key searches at the file tracking level. See “Configure the Search Page” on page 436.

To search on keys

1	In the Primary Key and/or Secondary Key fields type the first character(s) of the key type. For example, for Purchase Order Number you could type P.

TGMS users — always type D or doc for document. This applies to any type of document identification number (Purchase Order Number, Invoice Number, Ship Notice Number, etc.) that you will enter in the next step.

2	When Active Documents displays available options (PO Number, Product ID, etc., click one to insert it in the field.

TGMS users — select DOCUMENT ID for any type of document identification number (Purchase Order Number, Invoice Number, Ship Notice Number, etc.) that you are entering in the next step.

3	In the Primary Key Value and/or Secondary Key Value fields, type the specific value to search for the selected key. For example, type the actual PO Number or Product ID to use in the search.

In the Value field, if you type a partial key value followed by an asterisk (*), the system searches for any files or documents with the selected key value that begins with that sequence of characters.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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