---
title: "Advanced Searching"
canonical: "https://kb.myframeworks.com.au/space/CO/30530012/Advanced%20Searching"
format: markdown
---
> ⚠️ This is not an exhaustive list. Advanced searching can be found in many areas throughout Frameworks

  


<span style="color: #003366">Refer to the following cheat sheets on this page:</span>

> Macro (toc)

## <span style="color: #003366">Searching for a Customer</span>

| Task |
| --- |
| Click the  > Macro (inline-media-image)

 icon at the top of the Frameworks Home page, then click **Advanced Search Criteria** |
| Search by the *Customer ID* or *partial Customer ID *in the **From Cust ID** & **To** fields and/or |
| Search by the *Customer name* or *Principal name* or *partial name* in the **From Name** & **To** fields and/or |
| Search by the *beginning of the Customer name* in the **Name Begins** field to return an exact match, then click > Macro (inline-media-image) |
| Click the relevant **Customer ID **link to select / choose that Customer. |

For further detailed information, refer to: [Search for a Customer](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378858)

## <span style="color: #003366">Searching for Customer Transactions</span>

| Task |
| --- |
| Click > Macro (inline-media-image)

 then type **Customer Transaction Enquiry**, then click **Advanced Search Criteria** |
| Search by the *Order No* or *Invoice No (or partial numbers)* in the **From Order/Invoice** & **To** fields and/or |
| Search by the *Customer ID (or partial ID)* or *Customer Order Ref* in the **Customer ID** and/or **Customer Order Ref fields** and/or |
| Search by the *Order Date *in the **Order Date** & **To** fields and/or |
| Search by the *Invoice Date *in the **Invoice Date** & **To** fields and/or |
| Search by the *Product ID* or *description (or partial ID or description)* in the **Product ID** field then click > Macro (inline-media-image) |
| Click the relevant **Order / Invoice Number** link to select / choose that customer transaction |

For further detailed information, refer to: [Customer Transaction Enquiry Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384484)

## <span style="color: #003366">Searching for a Supplier</span>

| Task |
| --- |
| Click the > Macro (inline-media-image)

 icon at the top of the Frameworks Home page, then click **Advanced Search Criteria** |
| Select the *Supplier Type (Stock, Expense)* via the drop down arrow > Macro (inline-media-image)

 in the **Type** field and/or |
| Search by the *Supplier ID or partial name* in the **From Supplier** & **To** fields and/or |
| Search by the *Supplier Name* in the **From Name** & **To** fields and/or |
| Search by the *beginning of the Supplier name* in the** Name Begins** field to return an exact match, then click > Macro (inline-media-image) |
| Click the relevant **Supplier ID** link to select / choose that Supplier |

<span style="color: #333333">For further detailed information, refer to: </span><span style="color: #333333">[Search for a Supplier](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397360)</span>  


## <span style="color: #003366">Searching for a Product</span>

| Task |
| --- |
| Click the > Macro (inline-media-image)

 icon at the top of the Frameworks Home page, then click **Advanced Search Criteria ** |
| Select the *Branch that contains the product* via the drop down arrow > Macro (inline-media-image)

 in the **Branch** field and/or |
| Search by the *Product ID (or partial ID)* in the **From Product** & **To** fields and/or |
| Search by the *Product Description* in the **From Desc** & **To** fields and/or |
| Search by the *beginning of the Product Description* in the **Desc Begins** field to return an exact match, then click > Macro (inline-media-image) |
| Optionally, tick > Macro (inline-media-image)

** Stocked Products Only** to only search for products that are in stock |
| Click the relevant **Product ID** link to select / choose that Product |

For further detailed information, refer to: [Search a Product](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28379234)

## <span style="color: #003366">Searching for Sales Quotes or Orders</span>

| Task |
| --- |
| Click > Macro (inline-media-image)

 then type **Sales Orders**, then click > Macro (inline-media-image) |
| Type the *Customer ID* in the **Customer** field* *if known, or click > Macro (inline-media-image)

 to search by the* Customer ID (or partial ID or name) *and/or |
| Select the *Branch* associated with the Sales Quote or Order from the drop down arrow > Macro (inline-media-image)

 in the **Branch** field and/or |
| Type the *Sales Rep ID* in the **Sales Rep** field if known, or click > Macro (inline-media-image)

 to search by the* Sales Rep name (or partial name)* in the **Name** field and/or |
| Type the *Order No *in the **Order#** field* *if known and/or |
| Type the *Customer* *Order No *in the **Customer** **Order#** field* *if known and/or |
| Select the *Status* from the drop down arrow > Macro (inline-media-image)

 in the **Status** field and/or |
| Type the *ID* the Sales Quote or Order has been assigned to in the **Assigned To** field if known, or click > Macro (inline-media-image)

 to search by the* User ID (or partial User ID or name) *in the **User ID** field and/or |
| Select either *Order* or *Quote *from the drop down arrow > Macro (inline-media-image)

in the **Type** field, then click > Macro (inline-media-image) |
| Click the relevant **Order No** link to select / choose that sales order or quote transaction |

For further detailed information, refer to: [Sales Orders Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391216)

## <span style="color: #003366">Searching for a GL Account</span>

| Task |
| --- |
| Click the > Macro (inline-media-image)

 icon at the top of the Frameworks Home page, then click **Advanced Search Criteria** |
| Search by the *Account ID's* in the **From Acct** & **To** fields and/or |
| Select the *GL Category** from the drop down arrow > Macro (inline-media-image)

 in the **Category** field and/or<br>**For example, income, expenditure, assets, liabilities etc* |
| Type other *GL account search criteria* in the **Search** field, then click > Macro (inline-media-image) |
| Click the relevant **Acct ID** link to select / choose that GL account |

For further detailed information, refer to: [Search for General Ledger Accounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397388)

## <span style="color: #003366">Searching for Purchase Orders</span>

| Task |
| --- |
| Click > Macro (inline-media-image)

 then type** Purchase Orders**, then click > Macro (inline-media-image) |
| Type the *Supplier ID* in the **Supplier **field* *if known, or click > Macro (inline-media-image)

 to search by the Su*pplier ID (or partial ID or name) *and/or |
| Select the *Branch* associated with the Purchase Order from the drop down arrow > Macro (inline-media-image)

 in the **Branch** field and/or |
| Type the *Order No *in the **Order#** field* *if known and/or |
| Select the *Status* from the drop down arrow > Macro (inline-media-image)

 in the **Status** field and/or |
| Type the *ID* the Purchase Order has been assigned to in the **Assigned To** field if known, or click > Macro (inline-media-image)

 to search by the* User ID (or partial User ID or name) *in the **User ID** field, then click > Macro (inline-media-image) |
| Click the relevant **Order No** link to select / choose that Purchase Order transaction |

For further detailed information, refer to: [Purchase Orders Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384432)

## <span style="color: #003366">Searching for Credit Notes</span>

| Task |
| --- |
| Click > Macro (inline-media-image)

 then type **Credit Notes**, then click > Macro (inline-media-image) |
| Type the *Customer ID* in the **Customer** field* *if known, or click > Macro (inline-media-image)

 to search by the* Customer ID (or partial ID or name) *and/or |
| Select the *Branch* associated with the Credit Note from the drop down arrow > Macro (inline-media-image)

 in the **Branch** field and/or |
| Type the *Order No *in the **Order#** field* *if known and/or |
| Type the *Customer* *Order No *in the **Customer** **Order#** field* *if known and/or |
| Select *Stock Returns* or *Overcharges* from the drop down arrow > Macro (inline-media-image)

 in the **Type** field, then click > Macro (inline-media-image) |
| Click the relevant **Order No** link to select / choose that Credit Note transaction |

For further detailed information, refer to: [Credit Note Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408922)

<span style="color: #003366">Searching for Stock Receipts</span>

| Task |
| --- |
| Click > Macro (inline-media-image)

 then type **Stock Receipting**, then click > Macro (inline-media-image) |
| Type the *Supplier ID* in the **Supplier **field* *if known, or click > Macro (inline-media-image)

 to search by the* Supplier (or partial ID or name) *and/or |
| Select the *Branch* associated with the Stock Receipt from the drop down arrow > Macro (inline-media-image)

 in the **Branch** field and/or |
| Type the *Order No *in the **Order#** field* *if known and/or |
| Select the *Status* from the drop down arrow > Macro (inline-media-image)

 in the **Status** field and/or |
| Type the *ID* the *Stock Receipt* has been assigned to in the **Assigned To** field if known, or click > Macro (inline-media-image)

 to search by the* User ID (or partial User ID or name) *in the **User ID** field, then click > Macro (inline-media-image) |
| Click the relevant **Order No** link to select / choose that stock receipt transaction |

For further detailed information, refer to: [Searching the Stock Receipt Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529042)