Search Record by Specific Field

While creating any document (say Sales Invoice), you have to select other document id in it (say Serial No). For ease in selection, you can also make value of other field of that visible in the search result. Search By functionality enables to define field whos value will be visible in the search result.

Let's assume that while creating Sales Invoice, you wish to see Serial No result, with respective Warehouse.

Step 1: Customize Form

Setup > Customize > Customize Form

Step 2: Select Document

Document Type = Serial No.

Step 3: Search Field

Update Warehouse field name in the Search By field.

Search By in Customize Form

Searching in Another Record.

While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.

Search By in Customize Form