Exact Globe+

Selecting people in sales orders and sales invoices

Introduction

This screen is displayed once at Person in the sales order header or sales invoice header is clicked. You can filter the employees that you want to display by defining one or more of the following search criteria and clicking Search. The employees that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Job title and Main location. From the list, make your selection and click Select.

Fields

Note: It is possible that not all columns are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.

Search

Click this to search for employees based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Click this to return to the previous list of employees.

Click this to display the next list of employees.

Filter

Select the option to filter the search that starts with or contains a certain letter or word.

Full name

Type the full or partial full name of the employee to be displayed.

Person

Type the ID of the employee to be displayed.

Job title

Type or select the job title of the employee to be displayed.

Main location

Type or select the location (address) of the employee to be displayed.

Last name

Type the full or partial last name of the employee to be displayed.

Show all

Select the Show all check box to display all the employees. By default, only the employees with “Representative” rights (defined at System ➔ HR & Security ➔ Security roles, or people maintenance at HR ➔ People ➔ Maintain and select the relevant resource, in the Rights tab) will be displayed.

Note: The Show all check box is available only if the Representatives only check box at System ➔ General ➔ Settings, in Order settings under the Entry section is not selected.

Buttons

Select

Click this to select the employee.

Open

Click this to view and edit the details of the selected employee. For detailed instructions on how to edit employee details, see Creating and maintaining entries for people.

New

Click New to create an employee entry. For detailed instructions on how to create employee entries, see Creating and maintaining entries for people.

Close

Click this to exit and return to the sales order entry screen or sales invoice entry screen.