Using the Search Catalog task

This procedure describes the process for using the Search Catalog task. A search can be as specific as a Lawson item number, or as generic as a measurement in a description field. You can also limit your search by selecting specific origins. Before you use the Search Catalog task, you must generate search keywords and origins.

You can enable a task using Requesters (RQ04.1) or Company (IC01.1) to access it. You can enable a task for a requester but not the company, providing the requester access to the task when no one else in the company has access.

Note: By default, items added through Search Catalog are placed on a separate requisition from items added through Punchout. By default, items added through Templates are placed on a separate requisition from items added through Punchout. To allow Punchout requests to be combined with non-Punchout items, set Allow Combined Items = Yes in the rqc_config.xml file or RQ95.1 configuration setup.

See Search Catalog.

Complete these steps to create requisitions using the Search Catalog task.

On the Find/Shop menu, click Search Catalog.
Specify the string of characters that you will use to search.

Type Ahead

After you specify the first three characters of a search string, the application looks for all keywords that match the string and displays them beneath the string.

Simple Search

Search Catalog searches the enabled origin fields and displays the results that match the string that was specified.

Note: You must set up the fields on Keyword Search Setup (IC00.5) to decide which fields are used. Then, run Keyword Search Load (IC800) to create the keywords from the used fields that you selected on IC00.5.

Advanced Search

An advanced search enables you to determine which fields to look at when performing the search. These keywords are generated when you run Keyword Search Load (IC800) or are created when you add a new item.

Otherwise, you can select Search All fields.

Note: The Advanced Search tab is not enabled by default. To enable this tab, change the default to Advanced Search = Y in the rqc_config.xml file or RQ95.1.
If you are performing an advanced search, then select whether you want an Expanded Item List to display with your search results.

Expanded list enables the Vendor Item, UPC, UPN1, UPN2, SKU, and NDC (National Drug Code) information to be displayed for each Lawson item.
Specify this information:

Search

The Search field enables you to search for a specific item. You can specify a string of characters and the application looks for an exact match based on the fields that you defined as used on Keyword Search Setup (IC00.5). You can also use the synonyms that you set up in Keyword Synonym (IC32.1) as search criteria.

Ignore

Use the Ignore field to specify characters to exclude from your search. For example, if you search for glove and exclude large, then your search will list all gloves without the word large in the name.
Select which word to search.

The default is Search All Fields.
Specify the search query.

To search for a full keyword, in the Search field, specify a word.
Select whether you will include the Expanded Item information in your search results.

Expanded Item list includes any alternate item numbers (that is, SKU, or vendor items).
In the Search Records to Return field, select the number of records to return (5, 10, 15, 20, or 25). Expanded item records are not included in these counts.
Click Search to begin your search.

The search results are displayed.

Note: Items are displayed with a check mark or a check mark and a plus sign (+) depending on their setup at the from location. The check mark indicates that it is a non-stock item (set up at the user's from location), and the check mark and plus sign indicates that it is an inventoried (stocked) item (at the user's from location).
Add the items that you have selected to the requisition.
Click Release to advance the requisition to the next processing stage.