Methods for Searching Sage 100 ERP with GetX

facebooktwittergoogle_plusredditpinterestlinkedinmail

There are numerous ways to search your Sage 100 ERP system with GetX by xkzero. Here, we illustrate simple methods to use words or numbers to find the information you need.

This quick guide shows you how to efficiently search using a keyword, phrase, wildcard, proximity or range, and how to conduct a search when you know a telephone number, numeric value, percentage or date.

Note that if you’ve installed the Sage-supplied ABC company demo data you can try these searches yourself.

GETX SEARCH METHODS—

Keyword


In the entity search field, simply type a word, just like this:

invoice

Since GetX is case insensitive, a search for invoice or Invoice or INVOICE returns the same results.

Exact Phrase


To search for an exact phrase, surround the words with quotation marks, like this:

“ruby lane”

Omit Word


To omit results containing a certain word, add the minus sign (-) OR the word “not” before the undesired word.

For example, here are two ways to search for an entity that contains “new” but not “york:”

new -york

new NOT york

Search for Required Words


To require that a word is included in the result, type a plus sign (+) or the word “and” before it.

Here are two ways to search for an entity that contains the city or state “New York,” you will need to ask GetX to find both “new” AND “york”:

+new +york

new AND york

If you would like to search for any entity that contains any of a list of words, but not necessarily grouped together, such as “american” or “business” or “futures,” search like this:

american business futures

american OR business OR futures

Wildcard


Wildcards are symbols in a search field that represent one or more occurrences of any character. You might use wildcards when unsure of the spelling of a word (ex. Smith or Smythe) or do not know if the word was initially abbreviated (ex. corp or corporation).

To perform a multiple character wildcard search use the “*” symbol.

Here’s how to search for any word that starts with “corp” in the entity, and may contain 0 or multiple characters:

corp*

This will return entities with words such as these:
Corporation” and “CORP” and “corps

To perform a single character wildcard search use the “?” symbol.

If you only want to see words with 0 or 1 additional letters, search like this:

corp?

This will return entities with words such as these:
Corp” and “Corps

but will not return entities with longer words like these:
Corporation” or “corpus

Wildcards can be used in the middle of words as well.
To request results in which one of the middle letters is unknown, search like this:

te?t

This method will return results such as these:
test” and “text” and “tent

To request results in which one or more of the middle letters is unknown, search like this:

        te*t

This method will return results such as these:
test” and “text” “tent” and “tenant

Leading Wildcards

A leading wildcard allows for the search of a word that starts with any value but ends with the specified value. Search for any word that ends with “land” like this:

*land

This will return results such as these:
Woodland” and “Oakland” and “Roland” and just “Land

IMPORTANT NOTE: Using the leading wildcard method can cause the search engine to slow down. Therefore we have added an option in the GetX Ssystem settings to turn on/off leading wildcards.

Proximity Matching


GetX finds words that are a within a specific distance away from each other within the entity.

Search for “invoices” and “american” within 10 words from each other like this:

“invoices american”~10

Exact matches are proximity zero (~0).

Word transpositions (american invoices OR invoices american) are proximity 1 (~1).

Range Queries


Range Queries let you match entities that contain values between the lower and upper bounds specified. This is especially useful when searching by date range.

Search for an entity that has a date between 1/1/2002 and 1/1/2003 like this:

[20020101 TO 20030101]

GetX INDEXING RULES


GetX takes an entire record from each entity and builds a single text data element. It then breaks up that element up into words—separating text when it encounters a space or any character that is not a letter or number. It indexes those words for each record of an entity.

Some data types are formatted in specific ways to enable standardized searches, as such:

Date Fields

Dates are formatted as YYYYMMDD.

Oct 27, 1983 is formatted like this: 19831027

Numeric Fields


Numerics are retained as absolute values (no negative sign) in the format in which they are defined in the Sage data tables. For example, most Amount fields in Sage are formatted to 2 decimal places. A FreightAmt in AR_InvoiceHeader that equals 97.6 will be indexed as 97.60.

Percentage fields and some cost fields are usually formatted to 3 decimal places. So, if the CommissionRate in AR_InvoiceHeader equals 8.5 it will be indexed as 8.500

Wildcards can be used to search numeric fields. To search for 100.20 it may be best to search for this:

100.2*

This will return for values such as 100.20 and -100.25. It will also find any text word that starts with “100.2″ such as a memo that mentions the local radio station “100.2FM.”

Telephone Fields


Telephone fields are stripped of all special characters such as these:

+ – ( ) [ ]

So, when looking for an entity by phone number, do not use special characters. Instead, search like this:

4145554787

This will result in returns for “(414) 555-4787″ as well as “414.555.4787.″

At xkzero, we believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you ever find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

https://youtu.be/to-ZCo5kn4Y