Grids Search
Use the Search function across the Profitability and Pricing modules to navigate relevant relationships (customers), pricing opportunity pages, account numbers, and system users.
You can begin a search from any page of the application. Enter at least three
characters in the Search box and select 
Go.
If a single string of three or more characters is entered in the Search box, the application automatically uses the wildcard character (*). For all searches, capitalizations in the searched text are ignored to ensure that all possible matches are identified. Any character can be entered but certain entries or combinations of characters may not return results. If results are returned, they are ranked according to how strongly they match the complete query.
Two or more strings of characters can be searched simultaneously by entering the strings in the Search box. Each string must be separated by one of the supported Boolean operators. The most commonly used operators are: OR, AND, and NOT. These operators must be capitalized in search queries.
The OR Operator
The OR operator is the default and is assumed if no Boolean operator is entered. A match is found if any of the strings exist in one or more information categories: Relationship, Pricing Opportunity, Customer Name, Account, or User. The double pipe symbol (||) can be used in place of the word OR.
The search process automatically performs a wildcard (*) search on the last string entered. If an asterisk is not added to the other strings, the search process looks for direct matches.
In the following search string, the application is searching for exact matches for sam or joh or names containing any variation of tom.
This search might only return tom results.
In this search, asterisks have been added to the other strings. This tells the application to search for any names that contain some form of sam, joh, or tom.
This search returns these results.
The AND Operator
The AND operator finds matches where two or more strings exist. The double ampersand symbol (&&) can be used instead of the word input AND.
If the search is of names with no operators, results for the names appear individually or together (if valid results exist), and variations of some or all names.
If the AND operator is included, the results only include instances of the names as they are specifically defined in the Search box.
The NOT Operator
Use this option to exclude any string that follows the NOT operator. The exclamation mark symbol (!) can be used instead of NOT.
In this instance, the application is searching for the first name but does not return any results that include the second name.
If the NOT operator is used with just one string, no results are returned.
Additional Search Techniques
Access the following third-party link to learn about other search options, such as fuzzy searches, proximity searches, and range searches. https://lucene.apache.org/core/2_9_4/queryparsersyntax.html.
Search Results
Resulting matches, each showing a name and the type of data, are provided in the Search Results page as selectable links.
Select one or more search results categories to filter the results shown on the page.
Search Result Hyperlinks
When you select a resulting link, the type of result determines where in the application you are taken.
- Relationship - To the corresponding Relationship View page.
- Pricing Opportunity - To the corresponding Pricing Opportunity page.
- Customer Name - To the corresponding Relationship View page.
- Account - To the corresponding Relationship View page.
- User - To the corresponding User Detail page.
Searching for Customers in Manage Relationships
When adding customers to relationships in Manage Relationships, the Search function provides matching data of existing customer names. This information is brought into the application through the Monthly Update process.