Searching for an Entity

Prerequisites

To search for an entity, you should have:

Entities (i.e. customers, accounts, and prospect persons) defined in the application

Procedure

To search for an entity:

Click the Menu link in the Application toolbar.
A list appears.
From the Main menu, select Deal Pricing Management and then click Deal Dashboard.
The Deal Dashboard screen appears.
Click the Create Deal button in the page title area of the Deal Dashboard screen.
The Deal Information screen appears.
Enter the search criteria in the Search Entity zone.

Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
Click Search.
A list of entities (i.e. customers, accounts, or prospect persons) that meet the search criteria appears in the Search Results section.
Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

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