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Global Search with Sage300 Cloud

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In Sage300 Cloud, Global search is the easiest way to find out anything right from Setup to Transactions of all the modules. So, Global Search is very helpful when we have some content that we need to find and doesn’t have knowledge about the presence of the same Sage 300 ERP, it will list all the areas as per the selection and provide direct drill down feature to open the same.

The search button is available on the top right corner beside help icon button. Search results will only display what the user is authorized to see. For example, if the user does not have right to view the AR Customer UI, the results will not show any customers. Drilldowns reply on the same security rights. If the user has read-only rights to customers, then the drilldown to customers will be read-only. When GL Security is turned on, the default options are either All Accounts or No Account.

  • All Accounts – only users who do not have a record set up in GL Account Security can see search results for GL Accounts or Journal Entries.
  • No Accounts – only the ADMIN user can see search results for GL Accounts or Journal Entries.

With the help of Audit document once can search any data using Global Search option in Sage300 Cloud.

This information can be accessed using Audit Document module: 

       Audit Document > Inquiry > Global Search

Here user can search by Tag which is available on the top left corner.

User can see all the Transaction of all Modules of Sage300 and Masters of Vendor, Customer and Item.

For Example, user can Search for Account Payable Invoice, Payments, Adjustment transaction just my drilldown to Transactions > Account Payable > Invoice. As shown in the below image.

From here user would be able to see all the Audit documents of Account Payable Transactions.

Likewise, user can see the Masters of Vendors, Customer and Item. Just my drilldown to Masters > Vendor, Customer, Item. As shown in the below image.

From here user would be able to see all the Audit documents of Vendor, Customer, Item. 

From here user can give path for the Audit Document, Name, Description, Tag, Email subject.

Audit Document Setup 

User can maintain all the information under setup.

This information can be accessed using Audit Document module: 

       Audit Document > Setup > Document Repository Path

Document Repository Path

User can store the Audit document either in Google Drive or One Drive and have to give the repository path.

The Screen can be access through Audit Document > Setup > Document Repository Path.

User wise Document source path

From this screen we can see all the rights that the user has for Delete, View, Add, Authorize to Send the Audit Document.

The Screen can be access through Audit Document > Setup > User wise Document source path.

Audit Document also have Standard modules transactions screen for easily accessible to them and Masters of Vendor, Customer, Item.

This is all the information available in the standard Sage 300cloud Global Search in Audit Document.

 

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At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at sales@sagesoftware.co.in.

Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.

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