Search Item

Search Item (the title changes to Search Warehouse when the pop-up is opened to look up warehouses) is a pop-up window of TIPP PRO (TIPP Transactions) that lets you look up an item or a warehouse in Exact Globe and send the chosen code back to the order line or field that opened it. It is used from the TIPP Transactions order screens (for example the sales order and purchase order lines) by order entry staff and purchasers while typing an order.

Before you start

• A TIPP PRO licence must be installed. Without it a warning is shown and everything except Close is disabled. The licence is installed under Modules, TIPP, Setup, General, License.
• TIPP must be able to connect to the Exact Globe back office of the division of the order. This is set up under Modules, TIPP, Setup, Connections, Backoffice Connection.
• The pop-up always works on the division of the screen that opened it. There is no division choice on this page.
• You open the pop-up from an order screen, not from the menu. The calling screen decides whether you search items or warehouses, which warehouse is preselected, and (for items) whether the list is limited to sales items or to the items of one vendor.

How to find and pick an item

1. Open Search Item from the item search button on an order line. The list opens with the Warehouse field already set to the warehouse of the order when that warehouse is available, otherwise the first warehouse in the list.
2. If needed, change the Warehouse field. The list reloads for that warehouse straight away.
3. Type part of the item code, the item description or the item search code in the Item field and press Enter, leave the field, or click Search. The list shows only items that contain your text.
4. Click the item code in the Item code column. The pop-up closes and the item code and its description are returned to the order line.
5. Use the paging controls to see more results. 25 items are shown per page.

How to find and pick a warehouse

1. Open the pop-up from a warehouse search button. The title reads Search Warehouse and the search field is labelled Warehouse.
2. Optionally type part of the warehouse code or the warehouse name and press Enter, leave the field, or click Search.
3. Click the warehouse code in the Warehouse column. The pop-up closes and the warehouse code and name are returned.

Screen guide

Fields when searching items

• Warehouse: a drop-down of all warehouses that are not blocked in Exact Globe, shown as code, a dash and name, sorted by code. It cannot be empty. It limits the item list to items that have stock information in that warehouse. For purchase order lines the warehouse choice is not used to limit the list.
• Item: free text. Matches anywhere in the item code, the item description or the item search code. Empty means no text filter. A text that was passed by the calling screen is filled in when the pop-up opens.

Field when searching warehouses

• Warehouse: free text. Matches anywhere in the warehouse code or the warehouse name. Empty lists all unblocked warehouses. A text passed by the calling screen is filled in when the pop-up opens.

Buttons

• Close: closes the pop-up without choosing anything. It stays usable without a TIPP PRO licence.
• Search: runs the search with the current Warehouse and Item (or Warehouse) values. Disabled without a TIPP PRO licence.

Item list columns

• Item code: the item code, shown as a link. Clicking it selects the item. You can sort by this column, ascending or descending.
• Description: the item description. Not sortable.
• Customer item: the code that the customer uses for this item. It is only filled when the calling screen passed a customer and that customer has an item code set for the item. Otherwise it is empty.

Warehouse list columns

• Warehouse: the warehouse code, shown as a link. Clicking it selects the warehouse. You can sort by this column.
• Name: the warehouse name. Not sortable.

Which items are listed

• Only items with an availability condition of A, D or F in Exact Globe are listed.
• Items of type P or R are never listed.
• Items linked to an asset general ledger account are never listed.
• For sales orders, only items that carry the Sales attribute in Exact Globe item maintenance are listed, and only those that exist in the selected warehouse.
• For purchase orders with a vendor, only items linked to that vendor as supplier are listed. When an item requires an approved supplier, it is only listed if the vendor is its preferred supplier. The warehouse does not limit the list for purchase orders.
• Blocked warehouses are not offered.

Messages and what to do

• “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘…’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” Cause: the licence is not TIPP PRO. Fix: contact TICE-IT and install the TIPP PRO licence. The page is read-only until then.
• “Could not connect to the Exact Globe back-office for this division. Check the SQL credentials and the division configuration on the Backoffice Connection page [Modules, TIPP, Setup, Backoffice Connection], and that your TIPP licence is valid [Modules, TIPP, Setup, License]. Detail:” followed by a detail line. Cause: TIPP cannot reach the Globe database of the order’s division. Fix: ask your administrator to check the Backoffice Connection page and the licence. The search fields and list are hidden in this case.
• “Could not load warehouses:” followed by detail. Cause: the warehouse list could not be read. Fix: close and reopen the pop-up, and report the detail to your administrator if it continues.
• “Pick a warehouse first.” Cause: no warehouse is selected while searching items for a sales order. Fix: choose a warehouse in the Warehouse field.
• “Warehouse ‘X’ is not available in division ‘NNN’. Pick a warehouse from the list.” Cause: the selected warehouse is not in the list of unblocked warehouses of that division. Fix: pick a warehouse from the drop-down.
• “No items found for warehouse ‘X’ supplied by vendor ‘V’ in division ‘NNN’ matching ‘text’.” The wording adapts: the warehouse part is left out for purchase orders, the vendor part only appears when the list is limited to a vendor, and the matching part only appears when you typed text. Cause: no item meets all the conditions. Fix: shorten or clear the Item text, try another warehouse, or see the follow-up message.
• “Only items linked to this vendor are listed. To add an item to this vendor, open the item in Exact Globe (Item maintenance, Purchase/Sales tab, supplier list) and add the vendor as a supplier.” Shown with the previous message on purchase orders. Fix: add the vendor as supplier on the item in Exact Globe.
• “Only items with the ‘Sales’ attribute in Exact Globe item maintenance are listed. If an item is missing, enable its Sales attribute in Globe or check the warehouse filter above.” Shown with the no items message on sales orders. Fix: enable the Sales attribute in Exact Globe or choose the right warehouse.
• “Item search failed:” followed by detail. Cause: the item query failed. Fix: click Search again and report the detail if it continues.
• “No warehouses found.” or “No warehouses found matching ‘text’.” Cause: no unblocked warehouse matches. Fix: clear or shorten the text.
• “Warehouse search failed:” followed by detail. Cause: the warehouse query failed. Fix: try again and report the detail if it continues.

What you cannot do here

• You cannot create or change items, warehouses, vendors or customer item codes here. Do that in Exact Globe item maintenance.
• You cannot change the division. It is fixed by the screen that opened the pop-up.
• You cannot select several items at once; one click returns one item or one warehouse.
• You cannot find items that fall outside the conditions listed above (for example items of type P or R, or items without the Sales attribute on a sales order).
• You cannot sort by Description or Customer item.

Related pages

• TIPP Transactions sales order and purchase order screens: they open Search Item and receive the chosen item or warehouse.
• Backoffice Connection (Modules, TIPP, Setup, Connections, Backoffice Connection): the connection to the Exact Globe division.
• License (Modules, TIPP, Setup, General, License): the TIPP PRO licence.

Common questions

What is Search Item for?

It looks up items (or warehouses) in Exact Globe and returns your choice to the order line. Click the item code to select it.

How do I search for an item?

Type part of the item code, description or search code in the Item field and press Enter or click Search. Then click the item code you want.

Why does the list show no items?

No item meets all conditions for the chosen warehouse. Clear the Item text, pick another warehouse, and remember that sales orders only list items with the Sales attribute and purchase orders with a vendor only list that vendor’s items.

Why is my item missing on a sales order?

The item must have the Sales attribute in Exact Globe, exist in the selected warehouse, have condition A, D or F, not be of type P or R, and not be linked to an asset ledger account. Fix it in Exact Globe item maintenance or choose another warehouse.

Why is my item missing on a purchase order?

When the order has a vendor, only items linked to that vendor as supplier appear. Add the vendor as supplier on the item in Exact Globe.

What does the Warehouse field do?

For sales orders it limits the list to items that exist in that warehouse. Changing it reloads the list. For purchase orders the warehouse does not limit the list.

What is the Customer item column?

The customer’s own code for the item. It is only filled when a customer was passed from the order and an item code is set for that customer.

What does “Pick a warehouse first.” mean?

The Warehouse field is empty. Select a warehouse from the drop-down to see items.

How do I search for a warehouse instead?

Use the warehouse search button on the order screen. The pop-up then reads Search Warehouse and lets you search on warehouse code or name.

Why is everything disabled except Close?

The TIPP PRO licence is missing. Install it under Modules, TIPP, Setup, General, License or contact TICE-IT.