Searching and Viewing Item List

The Advanced Search Options - Item List section lets you search the existing item lists based on the multiple search options available. You can further click the View link to perform actions such as edit, duplicate, delete or obsolete the item list.

Tip

To view the Advanced Search Options - Item List page, click the Advanced Search Options - Item List link.

To search and view the item list

1.    Click the Inventory module.

2.    In the Actions section, click Manage Item List.

3.    In the Advanced Search Options - Item List section, specify the following search parameters:

o      In the Group list, select a repair group.

o      In the Component list, select the repair component.

o      In the Association Type list, select the association type as asset number, year-make-model or class.

o      In the Asset Organization list, select the asset organization.

o      In the Asset Number box, type the asset number.

o      In the Class list, select the class of the asset.

o      In the Year box, type the manufacturing year of the asset.

o      In the Make list, select the make of the asset.

o      In the Model list, select the model of the asset.

o      In the Engine list, select the type of engine used in the asset.

o      In the Item Number box, type the item number.

o      In the Item Name box, type the item name.

o      In the Storeroom list, select the storeroom where the item exists.

o      In the Item List Status list, select the status of the item list as active or obsolete.

o      Select the Exact Match check box if you are sure that you have entered the correct text in the Asset Number, Item Name, or Item Number box.

4.    Click Search.

The Search Results grid displays the item list along with the following information:

o      Repair Description

o      Organization

o      Association Type

o      Status

5.    In the Action column, click the View link next to the item list you want to view.

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xlsx)

·       Microsoft Word (.docx)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

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