Use Advanced Search for Transactions

1. Click the solution selector icon and select Transactions. The Dashboard opens.

   

2. Click Transactions. The Work Lists tab opens.

   

3. Click Advanced Search.

   

4. Define search criteria in the Filters list.
   Field descriptions:

   Field	Description
   Received	Select a length of time. Options are: Time Period – Select from the following list of predefined time periods: Today, Yesterday, Last 3 Days, Last 7 Days, Last 2 Weeks, Last 30 Days, Last 3 Months Custom – Select from and to dates from a calendar and the number of hours (0-23) from a clock Tip: This setting persists across sessions. Therefore, this option will still be selected the next time you log in.
   View	Select a transaction view type. Options are: All Transactions Inbound Transactions Outbound Transactions

5. Define search criteria in the Transactions list.
   Field descriptions:

   Field	Description
   Transaction Type	Select a transaction type. Options are: Catalog GL Account Invoice Invoice Data Feed Price Authorization Acknowledgment/Status Prod Xfer Acct Adj Purchase Order Purchase Order Acknowledgement Purchase Order/Line Details Sales Tracing Shipment Notification Vendor Master Requisition
   Document Type	Options are dependent on the selection made in the Transaction Type field.
   Transaction Status	Select a transaction status. Options are: In Progress Split Pending Delivery Sent Terminated Stopped Parked in Intelligent Business Rules Received by OnDemand AP
   PO #	Type a PO number. My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.
   Invoice #	Type an invoice number. My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.
   Document Reference #	Type a document reference number.
   Transaction ID	Type a transaction ID.
   Inbound Channel	Select a channel. Options are: WebDirect Exchange TradingNet MetaTrade
   Outbound Channel	Select a channel. Options are: WebDirect Exchange TradingNet MetaTrade
   Release #	Type a release number.
   Primary Control #	Type a primary control number.
   TradingNet	Select one of the following checkboxes: Yes No

6. Define search criteria in the Trading Partner Attributes list.
   Field descriptions:

   Field	Description
   Sender	Type at least two characters to select from a list of senders.
   Custom Search	Type a receiver organization name. Separate multiple values using a semicolon ;. My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.
   Exclude	Click to exclude the organizations in the Sender field.
   Include All Facilities or Divisions	Click to include all facilities or divisions for the sender organization.
   Receiver	Type at least two characters to select from a list of receivers.
   Custom Search	Type a sender organization name. Separate multiple values using a semicolon ;. My Exchange uses wildcard search. This means that you can use the asterisk * wildcard character in certain fields to narrow your search results.
   Exclude	Click to exclude the organizations in the Receiver field.
   Include All Facilities or Divisions	Click to include all facilities or divisions for the receiver organization.
   Account #	Type an account number.

7. Select the Save this search as a Work List checkbox to save this search criteria as a work list. See Work Lists for more information.
8. Click Search or press ENTER. The search results display.

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