Is there an easy way to personalize search functions within Epicor?

I would like to change the way that the Order Release Search sorts the information, currently it sorts by Order Number but I would like it to sort it by Ship Date. This particular search is located within the Customer Shipment Entry > Lines tab > Customer Shipment Entry tab > Detail tab > Line/Rel… search.

We are having issues with the shipping department selecting the wrong line from this search. We have been dinged a couple of times for our OTD, because the lines that were chosen did not reflect the correct date. I am open to any ideas that may help us eliminate this problem.

Thanks,
Melissa

Named searches are by user. Quick searches are available to multiple users.

It sounds like you want one of these two.

Brad

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Brad,

I haven’t used Named Searches yet so I didn’t realize they were a per-user thing. Got a quick and dirty how-to on basic usage?

Chris,
Users guide has about a page per search type with lots of pictures. Hope that helps. (in 9.05 702 at least)

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Brad,

I am a little confused. There are two different searches available for this field, when I click on the Line/Rel… search button it opens ‘Order Release Search’ and then when I click on Ctrl + S within the box it opens ‘Order Line Detail Search’. I have created search BAQ’s, but they only seem to attach to the ‘Order Line Detail Search’ and not the other one. The users prefer to use the ‘Order Release Search’, since it only pulls in the lines associated to the OrderNum that is being used for that shipment. All I want to do is change how the information is being sorted, instead of by the OrderNum I would like it to sort by the Ship By field. Why is this so hard to accomplish?

Thanks,
Melissa

Playing with a BAQ search after reading over this post I found that it wasn’t good enough to associate a similar field with LIKE in the BAQ search setup (in the Business Activity Query config). I actually had to have that exact field, from that exact table (in my case it was EmpBasic.EmpID) in my BAQ search (even if it was a similar/related field - for example LaborDtl.EmpID wouldn’t show up in the BAQ search window). I know I am doing a horrible job at explaining. Perhaps it was just my inexperience that cause my problems, but it took me a bit to figure it out.

I’ll need to go look at that one screen specifically.

Brad