The Lookup Feature
The Lookup feature displays lists of information stored in the database. When you put your mouse pointer in a box that uses this feature, the cursor turns into a magnifying glass and underlines the name of the box.
The Lookup is available for a variety of records in each module. You can access the Lookup in the following ways:
• Press the F5 key in a box that has a Lookup.
• Double-click in the box when a magnifying glass appears.
• Select Shift+F5 to open the GL Segment Lookup window.
• (Denali Fund product only) Select Shift+F5 on the Fund designated segment, to open the GL Fund Number Lookup window.
When you use one of these methods to look up information, a window appears that lists all the available items for that field.
Click thumbnail for larger view of image.
If a Lookup contains a large amount of items, the Loading Detail Records window appears that shows the loading status. When the items are loaded, the status window automatically closes.
Also, if you have a very large amount of data, you might see a message at the bottom of the Lookup list that indicates you need to use the Contains search feature if the data you’re looking for does not appear. In this case, the Lookup loads the first group of records, but to save you time, does not load all the records. Type the data or a keyword you’re looking for in the Contains field.
Published date: 03/29/2021