Global Search by Document Number
Global Search can find both document numbers (for example, invoice numbers) and system-generated transaction numbers. You can set role preferences to include or exclude transaction numbers in your searches.
To include transaction numbers for a role, administrators can go to Setup > Users/Roles > Manage Roles and click Customize next to a role. Then, go to the Preferences subtab and select Global Search Includes Transaction Numbers from the dropdown list. If the box is cleared, Global Search results will only include results by document number.
To include transaction numbers at the user level, go to Home > Set Preferences > Analytics > Search and select Global Search Includes Transaction Numbers. You do not need any permission to enable it.
If you can't find a record, you may be searching by transaction number when your settings allow searches by document number only. Try enabling the Global Search Includes Transaction Numbers preference and search again.
For an explanation of this feature, see the following video.
For more information, see Setting General Account Preferences.