Projects ➔ Projects ➔ Select / Search
This screen allows you to search for the projects, and view the transactions and journal entries of the projects.
The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: The Transaction button is enabled only if a project is selected from the overview.
Keep in mind: The Entry button is enabled only if a project is selected from the overview.
You can filter the required projects by defining one or more of the following search criteria and clicking Refresh. The projects that match the search criteria are then listed. A list of options will be displayed if you click at GL account, Account, Journal, Person,and Project. From the list, make your selection and click Select.
Note: It is possible that not all columns in the overview are displayed. You can add or delete columns as required. For more information on how to customize the displayed columns, see Inserting and deleting columns.
Select starts with or contains to display the projects with internal or external reference numbers, as well as descriptions that start with or contain the text defined at Our ref., Your reference, and Description, respectively.
Type or select a date or a range of dates to display the projects with transactions on the defined date(s). Select the All check box to display the projects with transactions on any date.
Type a full or partial reference number given to an external party to display the projects linked to this number. Select the All check box to display the projects linked to any internal reference number.
Type or select a general ledger account to display the projects linked to the general ledger account. Select the All check box to display the projects linked to any general ledger account.
Type a full or partial reference number given by an external party to display the projects linked to this number. Select the All check box to display the projects linked to any external reference number.
Type or select an account to display the projects linked to the account. Select the All check box to display the projects linked to any account.
Type a full or partial payment reference number of a sales or purchase order to display the projects linked to this number. Select the All check box to display the projects linked to any payment reference number.
Type or select a journal to display the projects linked to the journal. Select the All check box to display the projects linked to any journal.
Type a full or partial journal entry number of a general ledger account to display the projects linked to this entry. Select the All check box to display the projects linked to any entry.
Type or select a person to display the projects linked to the person. Select the All check box to display the projects linked to any person.
Type a full or partial project description to display the projects with this description. Select the All check box to display the projects with any description.
Type or select a project to display this project only. Select the All check box to display all the projects.
Click this to refresh the results based on the search criteria.
Click this to export the results to Microsoft Excel.
Click this to display the transactions linked to the selected project. For more information, see Viewing transactions.
Note: This is enabled only if a project is selected.
Click this to display the journal entries linked to the selected project. For more information, see Creating and maintaining general journal entries, Creating and maintaining bank/cash journal entries, Creating and maintaining purchase journal entries, or Creating and maintaining sales journal entries.
Click this to clear the search results.
Click this to print the search results.
Click this to exit.