1. Working with Financial Consolidation and Close
  2. Working with Supplemental Data
  3. Working with Supplemental Data Forms
  4. Managing Supplemental Data Forms
  5. Searching for Records in Supplemental Data Forms

Searching for Records in Supplemental Data Forms

You can use the Search field to quickly search for records in the detail collection and sub-collection sections in Supplemental Data forms. You can search on any field (Text, List, or Number) on the data grid, except for Date and Time. For example, you can search the word "Interest" to see all records that have Interest in the value, such as Simple Interest or Interest Payable.

To search for records:

  1. On the Home page, click Tasks.
  2. Select the Supplemental Data form from your Worklist or from within Supplemental Data Tasks.
  3. In the Detail section, enter search criteria in the Search field, and press Enter.

    To reset the list to display all records, delete the search criteria.