Batch Search is a searching method that allows you to search for multiple values in one index field (Invoice Number = 7531 or 7532 or 7533), or for multiple lines within one search (Customer = SMITH JOHN and Invoice Number = 7854 OR Customer = DERKINS SUSIE and Invoice Number = 7599).
In Image Inquiry, select Functions, Batch Search to open the grid.
Batch Search options:
- Horizontal or Vertical search using Finalize Search – updates the results screen with those records matching your search criteria.
- Horizontal or Vertical search using Finalize W/Totals – updates the results screen with those records matching your search criteria AND provides a count summary corresponding to the individual searches.
- Horizontal or Vertical search using Finalize W/Totals & View – updates the results screen with those records matching your search criteria AND provides a count summary corresponding to the individuals searches AND combines the results into a single PDF displayed in One Look.
Horizontal Search:
Include an index record if:
- All indexes from Row 1 match
OR - All indexes from Row 2 match
OR - All Indexes from Row 3 match
Continuing through ALL Grid Rows.
Example: Horizontal Search Using Finalize Search
Example: Horizontal Search Using Finalize W/Totals
Example: Horizontal Search Using Finalize W/Totals & View
Vertical Search:
Include an index record if:
- Any indexes from Column 1 match
AND - Any indexes from Column 2 match
AND - Any Indexes from Column 3 match
Continuing through ALL Grid Columns.
Example: Vertical Search Using Finalize With Totals
WildCard Search Examples:
- Beginning Value: Searching for all case numbers that begin with 9874.
- Ending Value: Search for all case numbers that end with 18.
- Bookend Value: Search for all case numbers that begin with 2 and end with 01.
- Contained Value: Search for all case numbers that contain 04.
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