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Select Inventory Items

This page opens for forms when you click the Select Item ID icon .

Use this page to:

NOTE

Not all Select Item ID pop-ups allow you to store your selections as a saved selection and then recall it. Some allow you to select only one Inventory Item at a time. These pop-ups show only Item ID and Description fields because the function requires selecting only one Item.

Select a Single Item ID

Item ID / Description

The read-only ID and description of each Inventory Item available for selection in the grid.

  1. From the form (where you select the criteria to run a report or execute a function), click the Select Item ID lookup .
  2. Click the Item ID in the grid.The Select Inventory Item pop-up closes and your selection appears in the previous form.

Select Multiple Item IDs

ClosedFields

check boxes (unlabeled)

Click the check box next to each Item ID you want to select. The selection is updated immediately.

The selected Item ID can be:

...used as selection criteria for a form; or

...saved as a saved selection. A saved selection is a group of selections that can be stored, recalled or deleted.

Item ID / Description

The read-only ID and description of each Inventory Item available for selection in the grid.

(blank "saved selection") lookup field

Enter a saved selection name to work with. When you enter a name in this field, you can:

open the Select Saved Selection pop-up window and then select an existing selection name - when you click the lookup icon .store a group of currently selected Inventory Items under the name that you enter into this field  - when you then click the Store Selections button.

recall a group of Inventory Items that were stored previously in the system with the name - when you click the Recall Selection button.

change the Item IDs stored under the name when you select different Item IDs- and then click the Store Selections button.

delete the name and associated group of Inventory Item IDs- when you click the Delete Saved Selection button.

For additional information, refer to the button descriptions below.

Recall Selection (button)

Click the button to update the list in the grid with the selections from a saved selection. This becomes the current selection. The name currently showing in the (saved selection) lookup field determines which saved selection is recalled.

Store Selections (button)

Click the button to store the current selection(s) showing in the grid with the saved selection name  that is currently showing in the (saved selection) lookup field.

If the name already exists then the saved selections for that name are replaced.

If the name does not exist, then the saved selections are added.

Delete Saved Selection (button)

Enter a saved selection name into the (saved selection) lookup field  and then click Delete Saved Selection to delete a stored saved selection .

Done

Click the Done button to exit the form.

ClosedTo Select Item IDs

Follow these instructions when the system allows you to select multiple Inventory Items.

  1. From the report or other form (where you select the criteria to run a report or execute a function), click the Select Item ID lookup .
  2. For each Inventory Item you want to work with, select the check box. Or, to select all, click the Select All / None check box in the grid header. Changes to your selections are posted immediately.
  3. Click Done.

ClosedTo Store a Saved Selection

Follow these instructions when the system allows you to store a saved selection.

  1. From the report or other form (where you select the criteria to run a report or execute a function), click the Select Item ID lookup .
  2. Select the Inventory Items that you want to store. Check individual boxes or click the Select All / None check box in the grid header.
  3. Enter a selection name into the saved selection (blank) field in the header and then click Store Selection. This adds a new, or updates an existing, saved selection using the name you entered in the field—with the Inventory Items that are currently selected.
  4. Click Done.

ClosedTo Recall a Saved Selection

Follow these instructions when the system allows you to recall a saved selection.

  1. From the report or other form (where you select the criteria to run a report or execute a function), click the Select Item ID lookup .
  2. Click the lookup icon  . The Select Saved Selection pop-up opens.
  3. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the lookup field.
  4. Click Recall Selection to apply the saved selection as the current selection. Changes to your selections are posted immediately.
  5. Click Done.

ClosedTo Delete a Saved Selection

  1. From the report or other form (where you select the criteria to run a report or execute a function), click the Select Item ID lookup .
  2. Click the lookup icon  . The Select Saved Selection pop-up opens.
  3. Click a saved selection in the grid. The pop-up closes and you are returned to the grid. The saved selection name appears in the saved selection field.
  4. Press Delete Saved Selection to delete the saved selection listed in the saved selection field. The saved selection name and associated group of Inventory Items is deleted.

See Also

Inventory Overview

 

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