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CO Search

CO Search lets you find collection orders (COs) by CO number, date range, and/or customer. You can use wildcard patterns in the CO number field and an optional AI Assistant to run searches from natural language.

Where to find it​

  • In the app: open CO Search from the navigation (e.g. CO Search or /lightapp/co-search).

Search criteria​

You must provide at least one of the following:

FieldDescription
CO NumberFull or partial CO number; supports wildcards (see below).
Date rangeFrom date and To date together (max 30 days between them).
CustomerSelect a customer from the searchable dropdown (autocomplete).

Empty searches are not allowed: if all fields are empty, the app shows an error and does not send a request.

Wildcard patterns (CO Number)​

You can use * in the CO number field to match patterns:

PatternMeaningExample
*0900Ends with 0900Matches CO1230900, X0900
*2202*Contains 2202Matches CO2202, CO2202A, X2202Y
11230*Starts with 11230Matches 11230, 112301, 11230AB
  • Use CO number only, or combine with date range and/or customer to narrow results.

Date range rules​

  • From and To must both be set when searching by date.
  • The range must be at most 30 days (e.g. 1 Jan–31 Jan is allowed; 1 Jan–5 Feb is not).
  • From cannot be after To.

AI Assistant​

The AI Assistant panel is available (open by default). You can type a natural-language question and click Interpret & Search; the app will:

  • Parse your query for CO number, date range, and customer.
  • Fill the search form and run the same CO search (same 30-day and non-empty rules apply).

Examples:

  • "COs from 2024-01-01 to 2024-01-15"
  • *"CO 0900" or "CO CO123"

If the AI panel is missing or shows a message, add VITE_OPENAI_API_KEY to .env and restart.

Results​

  • Results are shown in a table (e.g. CO number, customer, dates, status).
  • You can Reset to clear the form and results.
  • Export or other actions depend on the buttons provided in the UI (e.g. Download).

Summary​

ItemDetail
Minimum inputAt least one of: CO number, date range, or customer.
CO numberSupports wildcards: *0900, *2202*, 11230*.
Date rangeFrom + To required; max 30 days; From ≤ To.
AIOptional; interprets natural language and runs the same search.