Image courtesy of Stuart Miles / FreeDigitalPhotos.net In this blog we’re going to take a look at the different options that allow you find useful Sage 100 ERP, Sage 300 ERP, Sage 500 ERP and Sage ERP X3 product information using the help system. Each Sage product contains a vast amount of built-in information designed to help you navigate the system and answer most questions right from within the software.
Because Sage no longer ships product manuals it’s important to know where to go whenever you run into a snag. So let’s take a closer look at using the built-in Sage ERP Help System.
Because Sage no longer ships product manuals it’s important to know where to go whenever you run into a snag. So let’s take a closer look at using the built-in Sage ERP Help System.
Accessing the Sage ERP Help System …
To get started using the Sage ERP help system, open the Help Topics window located under the Help menu item in your Sage ERP toolbar.
When you first access the help system the tabs may be hidden – click Show to view all of the tabs.
Browsing Help by Module
The Contents Tab allows you to access the Table of Contents of your entire Sage ERP system, which is grouped by module. Clicking on the book icons will expand and collapse the content of each book.
Within each book, top topics are organized by key subjects. For example, clicking on “Working With” under the “General Ledger” book will display procedures organized by subject, such as Allocations or Budgets.
Within each book, top topics are organized by key subjects. For example, clicking on “Working With” under the “General Ledger” book will display procedures organized by subject, such as Allocations or Budgets.
Navigating the Index Tab in Sage ERP Help
The Index tab allows you to search for specific words or phrases for all modules. Each help topic has keywords associated with it to help aid you in your search. You can easily search for topics by typing in the first few letters of the subject that you’re searching for.
If the topic you're searching for is not indexed, the closest word will appear in the list box. After you find the topic you are searching for highlight it and click Display to view that topic – or simply double-click the topic to display more information.
If the topic you're searching for is not indexed, the closest word will appear in the list box. After you find the topic you are searching for highlight it and click Display to view that topic – or simply double-click the topic to display more information.
Filtering and Advanced Search Commands
The Search tab helps you find content that's relevant to your search. Most of the time you can find the topic you are looking for with just a basic query. Remember that all the words you type in the query are used. The search feature is not case sensitive so you can type words in either lower or upper case.
You can narrow your search by enclosing the phrase with double quotes (“”). This method searches for words in the exact order as the words in quotations. For example, entering “Create an Entry” in quotes will return fewer results as opposed to entering Create an Entry as three stand-alone words.
You can use Boolean operators to search for multiple words or to narrow your search to fewer results. The operands that you can use are “And,” “Or,” “Not,” or a combination of those. By default the logical “And” is applied to all search words. For example, enter “ACH AND Interface” to search for topics that contain both “ACH” as well as “Interface”.
You can use “Or” to search for topics that have at least one of the words. For example, enter “ACH OR Interface.”
And the third operand you can use is “Not.” Use this operand to narrow your results. For example, enter “ACH NOT Interface” to search for topics that contain the word “ACH” but not the word “Interface.”
You can also use a combination of operators for more advanced searching. For example enter “ACH AND Interface NOT File” to search for topics that contain both “ACH” and “Interface” but exclude the word “File”. You can also use “ACH OR Interface NOT File” to search for topics that contain “ACH” or “Interface” but exclude the word “File.”
Knowing how to search for topics with Boolean operators is important as it narrows your results and helps you find exactly what you're looking for.
As you can see you have many options to use when searching for information within the Sage ERP help system. If you need further assistance, or if you have a more advanced question, contact an authorized Sage Partner in your area.
You can narrow your search by enclosing the phrase with double quotes (“”). This method searches for words in the exact order as the words in quotations. For example, entering “Create an Entry” in quotes will return fewer results as opposed to entering Create an Entry as three stand-alone words.
You can use Boolean operators to search for multiple words or to narrow your search to fewer results. The operands that you can use are “And,” “Or,” “Not,” or a combination of those. By default the logical “And” is applied to all search words. For example, enter “ACH AND Interface” to search for topics that contain both “ACH” as well as “Interface”.
You can use “Or” to search for topics that have at least one of the words. For example, enter “ACH OR Interface.”
And the third operand you can use is “Not.” Use this operand to narrow your results. For example, enter “ACH NOT Interface” to search for topics that contain the word “ACH” but not the word “Interface.”
You can also use a combination of operators for more advanced searching. For example enter “ACH AND Interface NOT File” to search for topics that contain both “ACH” and “Interface” but exclude the word “File”. You can also use “ACH OR Interface NOT File” to search for topics that contain “ACH” or “Interface” but exclude the word “File.”
Knowing how to search for topics with Boolean operators is important as it narrows your results and helps you find exactly what you're looking for.
As you can see you have many options to use when searching for information within the Sage ERP help system. If you need further assistance, or if you have a more advanced question, contact an authorized Sage Partner in your area.
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Like This Article?
Please feel free to share it with your friends and colleagues!
