Searching For Transactions

Integration with Other Applications > Introduction to Windchill ESI > Using ERP Connector > Using the Graphical User Interface > Using the Enterprise Systems Transaction Administration > Searching For Transactions

To search for one or more transactions use the following procedure:

1. Navigate to Enterprise Systems Transaction Administration, available from Utilities under Organization or Site.

2. Enter the search criteria upon which to base the search. You can search for transactions by several criteria:

◦ By Wildcards

◦ Within Object Types

◦ By context

◦ By user

◦ By transaction date and status

◦ Organization

3. Click Search.

To access all transactions from the current user, leave all fields empty and click Search.

The search results appear in the Search Results table.

Using Wildcards

Wildcards, entered in the Search For field, allow you to broaden your search. Without wildcards, search results are limited to the objects that exactly match the word or words you enter in the search field. The most common wildcard, an asterisk (*), indicates any word consisting of one or more characters.

For example, to match a Windchill document with the word "design" in the name, you would enter *design* in the search field. The asterisks indicate the word could be preceded or followed by one or more characters.

Results like the following would be returned:

• Joe's design prototype

• A Design For Development

• Designing Engine Parts

The underscore (_) wildcard can be used in the keyword search. The underscore indicates that only one character can appear in that position. For example, to retrieve a document with the word "design" followed by one character only, enter design_ in the search field. Results like the following would be returned:

• designs

• DesignB

Wildcards do not function in fields containing a drop-down list.

Searching by Object Type

The Object Type field allows you to select a specific object type, such as parts or documents, for which to search. The default is to search for all objects.

Use the following procedure to search by type:

1. Click the drop down list next to the Object Type field. A list of object types appears:

Object Type Description	Relevant Windchill Object	Object Attributes Used for Matching Keywords
Change Notice	WTChangeOrder2	Name, Number
Distribution Target	ESITarget	Name, Number
Document	WTDocument	Name, Number
Enterprise Systems Transaction	ESITransaction	Number
EPM Document	EPMDocument	Name, Number
Process Plan	MPMProcessPlan	Name, Number
Operation	MPMOperation	Name, Number
Part	WTPart	Name, Number
Promotion Request	PromotionNotice	Name, Number
Process Material	MPMProcessMaterial	Name, Number
Sequence	MPMSequence	Name, Number
Skill	MPMSkill	Name, Number
Tooling	MPMTooling	Name, Number
Control Characteristic	MPMControlCharacteristic	Name, Number

2. Select one object type from the list.