Global Search

To increase convenience and speed in finding the information you need from anywhere in New World ERP, a global Search field has been added to all pages of the software:

When you click in the field to activate the search, the background turns white:

Type the search term and press <Enter>. The Global Search page opens, displaying the results in the right panel on individual cards. Different icons appear for different types of search results. The left panel contains a list of the modules searched, with the number of potentially matching records shown in parentheses next to each module, sorted in descending order from the highest number of potential matches to the lowest. ClosedWatch.

If you need to filter the results, select the check box next to the appropriate module in the left panel. The right panel reloads with the results for that module only, while Closedsub-filters for the module selected appear in bold in the left panel to let you filter the results further.

ClosedWatch.

The Closedleft side of a result card displays a unique icon indicating the associated module. It also displays basic identifying information relevant to the result type. (See Icon Keys below.)

Note: An inactive icon displays to the right of the name of an inactive employee or vendor.

The Closedright side of the card displays one or more icons that let you view, edit or perform other actions on the source record. (See Icon Keys below.)

Click a card to Closedexpand it and view additional information related to the source record. Click the top of the card to collapse it.

Icon Module
AP Invoices
Employees
Journals
MB Customers
MB Invoices
Notes
Payments
POs
Revenue Collection Receipts
UM Customers
Vendors
Icon Action
Copy PO
Edit

ClosedMore Actions Icon (Employees)

ClosedMore Actions Icon (Notes and UM Customers)
Recreate Journal
Reverse Journal
View
View Personal Data
Module Sub-Filter
AP Invoices Bank Account
Department
Status
Employees Benefit Group
Department
Employment Status
Employment Type
Journals Department
Reclassification Type
Sub Ledger
Type
Reference
MB Customers MB Customer Status
MB Customer Type
MB Invoices Customer Type
Department
Invoice Type
Status
Notes Notes Source
Payments Bank Account
Payee Types
Payment Status
Payment Type
Purchase Orders Status
Type
Revenue Collection Receipts Cashier
Collection Station
Department
Status
UM Customers NA
Vendors Vendor Category
Vendor Status
Vendor Type
Module Field
AP Invoices Invoice Number
Description
Employees Employee Number

Current Job Information:

  • Department Code
  • Department Description
  • Job Title
  • Benefit Group Code
  • Benefit Group Description
Current Name
Journals Journal Number
Journal Header Description
Journal Header Source
MB Customers Customer Name
Primary Contact Name
Customer Number
MB Invoices Invoice Number
Description
Notes

(Only notes for the logged-in user

are returned in the search)

 Subject
Note Body
Payments Number
Payee Name
Amount
Purchase Orders Purchase Order Number
Description
Revenue Collection Receipts Receipt Number
Received From Name
Amount
UM Customers Account Number
Address
Customer Name
Account Status Description
Vendors Vendor Name
1099 Name
Vendor Number

To view the search results for a particular module, users need to be given separate permission through the New World ERP Security menu. To give permission, follow these steps:

  1. Navigate to Maintenance > new world ERP Suite > Security > Users.
  2. From the User List, select the user's row.
  3. Click the Permissions button. The User Permissions page opens, containing a Permissions panel of security components and a Filter panel..

  4. In the Filter panel, type global search in the Search Security Components field. The Permissions panel reloads to contain the ClosedGlobal Search security components.

  5. Select the Full check box next to any security component for the type of information the user may view. Deselect the check box next to the types of information the user may not view. The Global Search security components are as follows:
    • Global Search - AP Invoices
    • Global Search - Employees
    • Global Search - Journals
    • Global Search - MB Customers
    • Global Search - MB Invoices
    • Global Search - Notes
    • Global Search - Payments
    • Global Search - Purchase Orders
    • Global Search - Revenue Collection Receipts
    • Global Search - UM Accounts
    • Vendors
  6. Click Save.
  7. For the permissions to take effect, the user needs to log off and log back onto the system.