The Finder (
) is a tool for looking up records using the key fields in
Sage HRMS Payroll records. When you click the Finder button , a dialog window appears
with the records from which you can choose.
Note: The Finder shows only the information for which you have security authorization to view.
You can use the Finder to
- Select a record from the displayed list.
-
View all records or filter the list of records available for a field.
Select a Find By field, then search the first few letters/number or any part of the code or description. To find records using a date field, you specify a date and an operator, such as "=" or ">".
-
Apply selection criteria to limit the list to records whose contents meet specific conditions.
You can also remove criteria set previously. (See Setting Criteria.)
-
Use key fields to sort the list of records
and to highlight certain attributes.
The Key menu in the Finder lists the key fields by which you can sort the list of records. (The primary key field is selected as the default.)
- To sort the list another way, click a different key field, if any others display on the Key menu.
- To display key fields against a shaded background, click .
- To display negative amounts in the Finder, click .
-
Customize the Finder's appearance.
The Settings menu provides choices that let you:
- Select the fields to display and the order in which they display in the Finder.
Click Settings > Columns to open a dialog box where you can include or remove selected fields from the Finder, and change their order in the Finder list.
-
View fields as they display in SAP Crystal Reports, if you are creating customized reports.
Click Settings > Field Name As Column Heading to change the column headings to internal field names.
-
Save filter settings for the Finder.
If you apply a Find By Filter, you set the Finder to display the same filter automatically the next time you search this type of record.
Tip: If the Finder shows unexpected results, click the button to check whether selection criteria were set previously. Only records that match the criteria display in the Finder, if any criteria are specified.
To search for a record using filters
- Select a search field from the Find By list.
- In the next field:
- If the search field is for a code or a description, select Starts With or Contains.
- If the search field is for a date, select an operator, such as "=" or ">".
- If you want the Finder to search for characters as you enter them, select the Auto Search option.
- In the Filter field, enter part of the code, description, or date you are searching for.
If the displayed list is still very long, you can use selection criteria to refine the search. For instructions on searching using criteria, see Setting Criteria.
To select a record
- Highlight the record on the list, and then click the button,
- Double-click the record.
- If you selected Starts With, type the first letter or number.
- If you selected Contains, type some of the letters, numbers, or words.
- If you did not select the Auto Search option, click the button to start the search.
To change color in the Finder
- Choose Color from the Settings menu in the Finder.
- Choose an item from the Field list (the choices will vary depending on the window you have open).
- Click the button or the button. The color chooser window opens.
- Click a color with your mouse, or click in the color range section, then click .
The Finder reopens with the color you chose for the text or the background.