Searching for Companies using Standard Search

About Standard Search

Standard Search provides you with a set of properties called attributes. By entering data in the attribute fields, you can define your search results to only include those companies that match the attribute criteria that you have entered.  In addition, you have the ability to utilize wildcards, queries, and available values.  Available values are characteristics that have already been defined as being available for specific attributes.  For example, if you are searching for a particular company, then a certain naming convention may be attributed to that particular company.  When entering the name of the company in the appropriate field, and then selecting the available values option on the Company ID or Description, you will only retrieve a list of items that are valid for that particular search.  Having this capability will assist you in customizing your searches to retrieve only that information that is logical for your end result.

You can set values for the attributes on the Standard Search tab in one of three ways:

  • Enter the values directly
  • Select the Valid Values/Query Builder button.
    • Use Query Builder to create a custom filter to use for the search process.
    • Use Available Values to select a predefined value for an attribute.

When Performing Standard Search

  • The searchable attributes available on the Standard Search tab vary with the view selected from the Search Form field.
  • You can narrow your search using Category Browser by selecting a specific node and entering the appropriate attribute information.
  • For some item types, you may see a Show Additional Properties button in the Standard Search window. This button will expand additional attributes for the item type that you can define to further narrow your search.
  • Wildcard characters and Boolean Operators are supported in Standard Search.
  • Search attributes cannot be combined using the OR operator.  Multiple search attributes are combined using the AND operator.

Accessing Standard Search

Within CES, there are many methods of accessing Standard Search. To complete the scenario below, select one of the following methods to access the Standard Search window:

 
If You Are Using the... Then...

Advanced Access

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Standard Search tab to access the Standard Search window.

Favorites
  1. From the Favorites pane, expand My Searches to display your list of saved searches.

  2. Select the saved search you wish to view, right-click, and select Open from the shortcut menu.

How To Search for a Company

For the following scenario, the Accessing Standard Search: Advanced Access method is used to access the Standard Search window. 
  1. In the Standard Search window, select the Environment that you want to use to conduct your search.  In this scenario, you will be conducting a search for companies, so select Company from the Environment drop down menu.

  2. Once you have selected the company environment, your choices within the Type field also change, giving you filtering options based on a company search criteria.  Select the Type drop-down menu and select the types of companies that you wish to search.

  3. Enter any criteria in the Search Criteria fields to narrow your search, or leave the fields blank to conduct a broad search.  Once your search is defined, click the Search button to conduct the search.  The Search Results window appears with a listing of all companies found in the database based on the search criteria entered.

The Advanced Access : Standard Search Window - Company Search

This table describes the fields displayed in the Advanced Access window.

Fields Description
Company Name Name of the company being searched for.
Company ID Identification number assigned to the company.
Is Internal Identifies if the company is an Internal company or not.
Is Supplier Identifies if the company is a Supplier or not.
Is Manufacturer Identifies if the company is a Manufacturer or not.
Logo Displays the logo of the company being searched
Parent Company >  Organization Code Displays the organizational code of the parent company of the company being searched.
Parent Company > Name Displays the name of the parent company of the company being searched.
UCC Number Displays the UCC Number of the company being searched.
Website Identifies the website of the company being searched.


This table describes the buttons displayed in the Advanced Access window:

Button Description
Conducts the search based on the criteria entered.
Clears all the entered criteria in the Advanced Access window.
Saves the search criteria and places it in Favorites for future access.