Invoice Detailed Notes Phrase Search

** This utility is under development and is not yet available. **

This option generates a list of product details from Invoices in Current, Batch, or History, having product notes containing a specific word or phrase. The selection criteria uses a search/exclude process to identify invoices in the date range that have the specified word(s). The report can be generated to list just the selected Sales parts and Rental Equipment, or to list the products and the product notes.

Using the SEARCH STRING
There are three lines provided for possible word(s) or phrases for which to search. These are labeled "search strings".
Each search string can have two separate word/phrases. These are separated on the screen by the word OR.

• If only Search String 1 is used, then the search is made for any invoice product notes that contain either/or both of the word/phrases in Search String 1.

• If Search String 1 and Search String 2 are used, then the product notes must have at least one of the phrases from each of the search strings. (For this type of search, there must be a value in the first position of Search String 2.)

• If the first word/phrase field in Search String 2 is left blank, and the second has a value, then this second word/phrase is considered part of Search String 1. This means the search is made for any invoice product notes that contain any of the word/phrases from the three fields.

• Search String 3 can be used similarly to Search String 2.

A help note at the bottom of the selection screen helps to explain the search selection as it is being entered.

Using the EXCLUDE STRING
There are three lines provided to identify word(s) or phrases that if used in the product notes, indicate that the product should be excluded from the selection, even if a search string is found.