Named Search functionality in Epicor 9

To help the users, Epicor come with a search window for each program and it has many search type (Basic search, Quick Search, BAQ search, Advanced search, Data Tag search).

Named Search is functionality allowing users to create a series of predefined options for the search criteria. its only available for the user who created it and can't be shared with others and that’s what we call it “personalization”.

For example, in the Part Search program, you can create a named search that only retrieves the active purchased parts and then use it without specifying the criteria values every time.

You can create a named search for one of the below search type:

· Basic search: the search executed using the Basic tab in search window.

· Quick Search: the search executed using the Quick Search tab in search window.

· BAQ search: the search executed using the BAQ search tab in search window.

How to create a named search:

First: from the search window click on named search button.

Second: the name search options window will open press on new button:

Third: fill the named search ID (make sure that the ID not allow spaces) and also give a description for it and choose the search type which you want to create this named search for. Then specify the options for your selected search and then press save button.

In the below screens I will create a named search from Basic search which pull in only the active purchased parts sorted by Part Number.

The named search is created and you can use it but you can configure it using options tab to be a default and set auto execute to true but you have to determine the maximum row returned if you put this option to true otherwise you will face a performance issue if the count of returned record is big.