Perform a Standard Lookup

Use the Standard Lookup for searches that search on basic criteria such as names, numbers, and types.

To search using the Standard Lookup, complete the following steps:

1. Click to display the Lookup.
2. From the Display Type drop-down list, select Standard.
3. From the Search By drop-down list, select the type of criteria you plan to search by (for example, Client Number or Employee Name).
4. Enter any data in the Search Text field that narrows your search, such as an employee's last name or the beginning of a project number.
5. Optional: Select Active Only to display only those records whose status is currently Active.
6. Optional: Select Not approved for use in processing to display only those records that are pending review and not approved for use when processing accounting transactions. When you select this option, Vision only searches the WBS1 (Project) level.

   If you use Vision Multicompany and select this option for Vendor Lookups, Vision only searches for Vendors Not Approved for use in processing in the active company

   To search the WBS2 (Phase) or WBS3 (Task) levels that are not approved for use in processing, use the Advanced Search and complete the following actions:

   Option	Description
   Not approved for use in processing	Clear this check box.
   Search Field	Select Approved for use in processing from the drop-down list.
   Operator	Select Not Checked.
   Project Level	Select Phase or Task.

   Vision searches the WBS2 (Phase) or WBS3 (Task) levels as specified.
7. Click Search. A list of all records matching your search criteria displays.
8. Select one or more records.
9. Use the left arrow and right arrow buttons to navigate through the records you selected.
10. Click the Organize button if you want to save the search criteria for use in the future.