Did you know that your SAP Business One has a powerful search tool?
SAP Business One HANA has a utility that allows us to quickly locate all types of information in the database, from a centralized function. This function is called "Enterprise Search".
It is accessed through the magnifying glass icon located at the top right of the cockpit. Although in the version for MSSQL we find a similar functionality, for those of you who have the HANA version, you have many more exploration possibilities.
The information search can be carried out in multiple fields, including, for example, comment fields on orders, delivery notes, etc. If, for example, we are looking for a customer, entering a part of the name in the search field almost instantly displays the results.
On the right side of the screen we will be shown those tables in which the searched client intervenes (orders, delivery notes, invoices, activities, collections, etc.) and in the central part the results for the selected transaction are shown.
If we select, for example, the transaction "Sales Customer Invoice", a whole set of fields will be displayed by which we can further refine the search results. We will even see how, when moving the mouse cursor over a transaction, we are shown a floating screen with the content of the lines.
In this way, Enterprise Search offers a powerful search tool without necessarily having to access specific menu points to locate data.
In future articles we will see the advanced possibilities of the search engine and how it is possible, for example, to tell the system which data to search and which specific fields to show in the results.