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Import Management
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Search ONESOURCE Global Trade Support Help and Support.

This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Import Management

Using Import Search

The
Import Search
 screen is laid out in multiple sections, each with a different purpose in the creation of the query.
To perform an import search, use the
Choose Source
 drop-down at the top of the screen to choose an import data set to search.
Once a source is selected, move to the second section of the screen (
Display Fields
) to create the data set to be queried against. The fields displayed in
Source Columns
 are determined by the selected source from the
Choose Source
 filter. The
Source Columns
 displays all available fields from the source table.
Next, create the data set by choosing the needed fields under
Source Columns
 and moving them to
Display Columns
. There are two methods for doing this.
The first method involves clicking and dragging a
Source Column
 field into the
Display Columns
 box. Once the field appears in the
Display Columns
 box, release the cursor.
The second method involves clicking on a Source Column, and then clicking the right arrow to move it to
Display Columns
. The left arrow can be used to return a field to
Source Columns
.
Clicking the double right arrow will move all fields from the
Source Columns
 to the
Display Columns
 and clicking the double left arrow will move all fields back from
Display Columns
 to
Source Columns
.
To change the order of fields in
Display Columns
, click and drag the fields or use the arrows as described above. Additionally, the user has the ability to change the order of the fields selected on the
Display Column
 side by using the up/down arrows or by dragging the fields.
Once all fields are selected and ordered, the created data set becomes visible in the
Report Fields
 section of the
Import Search
 screen. This section is located at the bottom of the screen. All newly created searches appear under the
New Search
 tab. This tells the user that this is a new search that has not been saved yet. Saving searches is detailed below in the
Savings Searches
 section.
Once a data set is created, use the searching capabilities available in the
Search Fields
 section to search for key information contained in the data set.
To create a parameter, click
Add New Parameter
 in the
Current Search Criteria
 section.
Set a Search Parameter, Comparison, and Value field to enter search criteria. The selections available in the drop-down are driven by the fields selected when creating the data set. The fields displayed in the drop-down will match the column names included in the data set in the
Report Fields
 section.
Once the parameter is set, click
Insert
.
If
Insert
 is selected, the query will run based on the search parameters entered.
The screen will highlight the results of the query as seen in the example below.
The user can then continue to add additional search parameters following the steps above or modify the existing search parameters using
Edit
 in the
Search Fields
 section.
Example: The user could add a new field such as
Entry Num
 to the data set. To perform this action, the user moved the
Entry Num
 field from
Source Columns
 to
Display Columns
. The field is then included in the data set and can be included as a search parameter using the steps described above.

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