This option provides a form where multiple search criteria can be used for data matching. It uses the criteria to find the correct Customer/Party/Bank information that matches the criteria and then downloads everything for those Customers, Party or Bank (dependent on the columns in the active sheet at that time).
Data can be entered in the following form fields to refine the records returned:
Customer Mode
Party Mode
Banks Mode
Customer Download Tab
Party Download Tab
Bank Download Tab
Account Number
Party Type
Bank Country
Account Number To
Party Active
Bank Name
Account Name
Party Number
Bank Number
Account Name To
Party Number To
Branch Name
Party Number
Party Name
Branch Number
Party Number To
Party Name To
Bank Account Name
Party Name
First Name
Bank Account Number
Party Name To
Middle Name
Customer Name
Party Type
Last Name
Customer Number
Party Status
Tax Reference
Site Use Bill To Location
Customer Type
Party Site Download Tab
Customer Class
Party Site Number
Category
Party Site Number To
Customer Status
Party Site Name
Price List
Party Site Active
Sales Channel
Party Site Country
SIC Code
Party Sites Address1-4
Customer Original Ref
Party Site Use Type
Customer Contact Active
Site Download Tab
Site Operating Unit
Party Site Number
Party Site Name
Site Status
Site Country
Adddress1 – Address4
Site Category
Site Original Reference
Site Contact Active
Site Use Download Tab
Site Use Usage
Site Use Location
Site Use Status
Site Primary Sales Rep
To access the form, position the cursor somewhere in the sheet below row 10. The data will be downloaded at this point, pushing all existing rows downwards.
Click the ‘Download’ icon and select the ‘Download Form’ option as shown below:
This opens the ‘Download Form’ dependent on what template/worksheet the user is working with:
Customer Download Form Example
Party Download Form Example
Banks Download Form Example
Enter criteria into one or more of the fields on the Download Form, to select the required customer information. You may use the wildcard character ‘%’ to increase the search capacity.
Click on the ‘Download’ button on the form and the customer information that meets the criteria will be extracted into the worksheet.
Click ‘Clear’ to clear all values in the form or ‘Cancel’ to close the form.
Update this information by keying directly into the fields or double-click in a cell to open the data-entry form.
