<< Click to Display Table of Contents >> Navigation:  iTMS Command Centre > Systems > Initiate and Run a Query

 

Overview:

A Query can be generated from all windows in iTMS e.g. Client, Suppliers, Parts, Materials, etc., and reports can be printed from these queries. Query criteria can be multiple fields within the one query screen. There are 2 ways of generating queries, by using the icons/buttons on the Toolbar or Shortcut Keys on the keyboard.

Initiate the Query (Example)

Open the ‘Client Details’ window and click on the Initiate a Form Query icon or press <F11> to activate query mode.Click the cursor into the query criteria field and type in required information-for the example the query is to find all the active clients by the “Cat A” field (See below).

 

Click on the Execute the Query By Form button or press <F12> to run the query. Once the query has been run, the number of items in the query is displayed at the top of the window. These screens can be edited and saved by pressing <F9> as required.

 

 

Export Query to an Excel Spread Sheet

 

Open the Manufacturing module and click on the ‘Materials’ icon – Press <F11> and enter [ ]Pipe in “Material Code” field, do not use spaces when typing in the blue fields. All the material records containing the word ‘pipe’ within the system will be in the generated in the query (e.g. 1 of 25 is displayed at the top of the window after the query has been run).

Click on the Excel icon on the toolbar (circled below), the ‘Export Query’ window opens. Select a ‘Definition Name’ and then click on the Browse button to find the location to save the query.

 

 

Enter a name for the query (see below) – Important Note: the user must type the.xls file extension onto the end of the file name, example – Tube Materials.xls - click on the Save button.

 

 

In the Export Query window click on the Export button - the query is exported to an excel spread sheet.

 

 

Open the query spread sheet from the location.

 

 

The spread sheet will need to be re-saved after editing.

Examples of a query are as follows:

List Material, where Material Code contains the word Pipe
Initiate and execute query as above, entering [ ] Pipe in 'Material Code' box, this will display the first of the “pipe” listing on the system with all details shown. The total number of pipes that are within the selected criteria is displayed (e.g. 1 of 25 at the top of the window after the query has been run).

List Inventory Parts that are required to be manufactured
Initiate and execute query as above, entering >0 in the 'To Order' box. This will display the first of the parts list required for manufacture with all details displayed. The total number of parts that are within the selected criteria is displayed (e.g. 1 of 50 at the top of the window after the query has been run). 

List All Clients or Suppliers
Initiate and execute query as above, entering BY in the 'Client Code' or 'Supplier Code' box. This will display the first of the Clients or Suppliers with all details displayed. The total number of Clients or Suppliers is displayed (e.g. 1 of 250 at the top of the window after the query has been run). 

List All Clients without an ABN number
Initiate and execute query as above, entering =" or ="" in the 'ABN' box.
This query will only display all Clients without ABN numbers.

List All Clients with Export Name
Initiate and execute query as above, entering <>" or <>"" in the 'Export Name' box.
This query will only display all Clients with an Export Name.

See ‘Search Functions’ for symbols and codes that may be used in queries.

 Query Search Option

 

 

Function Keys                        

 

 

 

Last Revised: 26/03/2012 SJ