Record Filters

Corporate Edition Only

Record Filters allow you to restrict the number of records that are viewable, based on various filtering criteria. Record Filters can be accessed from Stock Control, Customer Accounts and Supplier Accounts. To access Record Filters, go to these areas and select Edit|Filter from the menu.

Stock Filtering

Filtering options are described in the following table. To set a filtering option, press the applicable button and choose a different option from the pop-up menu.

Name	Code	Description
Alternate	NAME2	The alternate product code. This is sometimes used as the supplier's part code or item's bar code. Alternate product codes have a maximum size of 25 characters.
Bin	BIN	The item's bin. Bins have a maximum size of 8 characters.
Box Measure	BOXMEASURE	The unit of measure when the item is sold in "box" units. This is typically the unit of purchase when the unit of purchase varies from the unit of holding. The box unit of measure has a maximum size of 8 characters.
Class	STCLASS	The stock item's class ranking for ABC Stock Analysis. Class rankings are 1 character in size and are usually assigned a code such as A, B, C and so on.
GL Set	GLSET	The general ledger set of the stock item. General ledger set codes have a maximum size of 8 characters.
Stock Group	TYPE	The stock group code. Stock groups have a maximum size of 8 characters.
Location	LOCATION	The stock item's location code. Location codes have a maximum size of 8 characters.
Price Scale	STPSCALE	The item's Price Scale code. Price scale codes have a maximum size of 8 characters.
Supplier Code	SUPPLIER	The supplier code. The item's supplier code has a maximum size of 8 characters.
Unit Measure	MEASURE	The standard unit of measure. The measure code has a maximum size of 8 characters.

Non Diminishing

Tick this setting to to ensure that only stock records that are non diminishing will be included in the displayable list.

Non-Zero Stock

Tick this setting to to ensure that only stock records that have greater than zero physical stock will be included in the displayable list.

Marked Special

Tick this setting to to ensure that only stock records that are marked as special will be included in the displayable list.

Stock On Hold

Tick this setting to to ensure that only stock records that are on hold will be included in the displayable list.

Customer Filtering

Filtering options are described in the following table. To set a filtering option, press the applicable button and choose a different option from the pop-up menu.

Name	Code	Description
Category	CUSCAT	The customer category. The category has a maximum size of 8 characters.
Central Billing	CUSACC	The account's central billing or head office account code. The central billing code has a maximum size of 8 characters.
Currency	CURRENCY	The account's currency. The currency code has a maximum size of 8 characters.
Department	CUSDEP	The customer account's assigned department. The customer department code has a maximum size of 8 characters.
GL Set	GLSET	The general ledger set of the customer account. General ledger set codes have a maximum size of 8 characters.
State	CUSSTATE	The state of the account, such as NSW, QLD, etc. The maximum size of this field is 3 characters.
Terms	CUSTERMS	The customer's terms. Calendar month aged accounts have 30 day terms. Terms may be up to 3 characters wide.

Head Offices

Tick to ensure that filtered account records must also be head office accounts.

Accounts On Hold

Tick to ensure that only filtered account records that are on account hold are included in the displayable list.

Supplier Filtering

Filtering options are described in the following table. To set a filtering option, press the applicable button and choose a different option from the pop-up menu.

Name	Code	Description
Category	SUPCAT	The supplier category. The category has a maximum size of 8 characters.
Central Billing	SUPACC	The account's central billing or head office account code. The central billing code has a maximum size of 8 characters.
Currency	CURRENCY	The account's currency. The currency code has a maximum size of 8 characters.
Department	DEPARTMENT	The supplier account's assigned department. The supplier department code has a maximum size of 8 characters.
GL Set	GLSET	The general ledger set of the supplier account. General ledger set codes have a maximum size of 8 characters.
State	STATE	The state of the account, such as NSW, QLD, etc. The maximum size of this field is 3 characters.
Terms	SUPTERMS	The supplier's terms. Calendar month aged accounts have 30 day terms. Terms may be up to 3 characters wide.

Head Offices

Tick to ensure that filtered account records must also be head office/central billing accounts.

Accounts On Hold

Tick to ensure that only filtered account records that are on account hold are included in the displayable list.

Script Based Filters

It is possible to define more complex filter conditions using a script based filter. For more information on script filters consult the topic: Filter Record Hook.

You may also define a filter dynamically at user log in time. For more information on this functionality consult the topic: Log In Hook.

Hints & Tips

Filtering options are always inclusive. This means that for any filtering options you specify, a record must match all the conditions for it to included on the list of displayable records.

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