Locate Values Using Look-up

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Tradeflow provides  Look-up Look-up icon for fast, accurate and easy data entry.  Look-ups generally have a code and a name or description; for example, State Code and State Name. The Look-up shows the name to make it easy for you to select. Any data entered directly in the field in the Detail-view is automatically picked up by the Look-up feature. The feature presumes the data with "begins" as the locator and runs the look-up for verification.

 

The following procedure will show you how you can use Look-up to find the State Code if you wanted to fill in the State/Province field.

 

To use the Look-up feature:

 

1    Click Look-up Look-up icon. (In this example, this icon appears next to the State/Province field.)

 

2    The State/Province Look-up window pops up.

 

3    Enter one or more characters as key values to look-up and select one of the following:

    • Begins - The field value begins with this key value.

    • Contains - The field value has this key value somewhere in it.

    • Equals - The field value exactly matches the key value.

    • Alternatively, you can also click Search without entering any value to get all results.

 

4    Click Search. The list of records appears based on your search criteria. Click to select the record you want and the code will be populated in the transaction Look-up field.

Sample Look-up Window

Figure 1: Sample Look-up Window

 

 

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