- Featured Product: Online Payments (Stripe)
- Meet Moveware
- Getting Started
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- Jobs – Search
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- Jobs – Costing Interface
- The Costing Life Cycle
- Add a Cost Option
- Add Estimated Costs and Suppliers in Costing
- Add a Sell Price in Costing
- Add a Cost Line to a Cost Option
- Print a Quote for a Cost Option
- The Status Q Cost Option
- Modify the Cost Option Details
- The Option Total Line
- Add Actual Costs and Post a Purchase
- Accruals in Job Costing
- Multiple Currencies in Jobs Costing
- Enter Foreign Currency Costs and Sell Prices
- Add an Additional Cost Option
- Combine Cost Options
- Misc Job Types Costing
- Cancel a Cost Option
- Change a Cost Option Customer (Debtor)
- Change a Supplier (Creditor) of a Costing Line
- Set a Costing Line as No Charge
- Set a Cost Option as No Charge
- Create a Costing Credit Note
- Internal Resource Costs
- Jobs – Costing Fields
- Jobs – Invoicing
- Jobs – Invoicing Interface
- Create an Invoice in Jobs
- Modify Invoice Header Information
- Modify Invoice Charge Lines
- Invoice One Total Line
- Post an Invoice in Jobs
- Print an Invoice in Jobs
- Unlink an Invoice from a Cost Option
- Add a Credit Note
- Add an Additional Invoice
- Partial Invoicing
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- Close a Day from the Operations Diary
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- Print the Operations Diary
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- MoveSurvey – Search
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- Install Moveware PDF (Manually)
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- Glossary
- Help and Support
Searching within Moveware is one of its most powerful and easy-to-use features. Most modules and windows within Moveware contain search boxes that allow a user to quickly find the record they are looking for. Users can enter one or many search criteria to enhance and refine their search.
Single Field Searches
A basic search is performed by typing text in one of the search boxes above the records list. Hold the mouse over a search box to view the field name. Click on the field in order to enter text. On some screens, there are additional search boxes at the bottom of the screen as well.
Look-Up Fields
Some search boxes are special fields called “look-up” fields. You will know these fields when you select them, as they will display light blue shading (see image).
Double-clicking on these look-up fields will enable you to view and make a selection from a list of relevant options.
To search for a record:
- Fill in a search field and press Enter on your keyboard.
- An updated list of records is displayed according to the set filters.
- Double-click the record to view the associated details.
Combined Searches
In addition to a single field search, combined searches may also be performed by filling out two or more fields. For example, a search for a specific type of job (LOM) within a specific branch (NAM):
Wildcard Searches
A normal search will only return records beginning with the search text. A search using an asterisk (*) in the text will return records with the text anywhere in the searched field.
To search for “St. Michaels”, you would usually have to type in ‘St. Michaels’ or ‘St.’ to get the results, but you can instead type in ‘*Michaels’ and it should show ‘St. Michaels’ as well. You can use the wildcard anywhere, e.g. ‘*chaels’ and ‘St *’ will both return ‘St. Michaels’.
Clearing a Search
A user can simply clear the current filtering or search criteria by using the icon. This will clear any filled search filters and then reopen the view to show all records. The same result can be achieved by manually clearing any search filters and the pressing the Enter Key to reopen the search.
Date Range Searches
Date fields may have two boxes above them. These boxes represent the beginning date and the end date. Here is a search for all Jobs entered between 01/06/18 and 27/06/19:
To clear a date from a search box, click in the box and press the Shift and ? keys.
Record Selection Tools
At the bottom of many Moveware tabs there are tools to select filtered records to enable reports to be run or other functions to be performed for the selected records.
Icon | Task | Description | Notes |
Selects all filtered records | Used to select records to view in reports | The selected records change colour. | |
De-selects all records | Clears selected records | ||
Sums the selected records | Shows the number of filtered records as well as totals of the selected records relevant to the current window | i.e. total number of records, outstanding balances for selected records. | |
Selection Toggle Field | On some screens there is a box between the and icons, which is used display only the selected records or de-selected records | Enter Y after selecting individual records to display only those records or N to display only the de-selected records. Does not appear on all windows. |