Filters - Fields

 

Filters

 

Save Filters

Select this check box to save filters you have entered in addition to any filters that were entered in the User Lookup Wizard or the Lookup Customization Wizard. When this check box is selected, the filters remain in effect until they are manually removed or until the check box is cleared (the filters remain in the Filters window and remain in effect during the lookup; however, when you exit, these filters are removed). Alternatively, you can manually remove filters by selecting <none> in the Column field in the lookup window.

 

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function

AllSelects all information for the Select Field.
Begins withSelects only the information for the Select Field that begins with the value entered in the Value field.
Ends withSelects only the information for the Select Field that ends with the value entered in the Value field.
ContainsSelects only the information for the Select Field that contains the value entered in the Value field.
Less thanSelects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater thanSelects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.

 

Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections.

 

Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

 

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

Multiple values can be entered using a comma (,) to enlarge the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values.

Note When alternate separators are used, the value list must end with the alternate separator character.

 

The alternate separators include the following:

 

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

 

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

 

 

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

Note If Country Code is an option in the Select field, and your source documents have no value in the Country Code field, the default Country Code entered in Company Maintenance is used as selection criteria for those documents.

You can enter single or multiple values as follows:

Operand

Value

AllSelects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Less thanOnly single values are allowed.
Greater thanOnly single values are allowed.
RangeBoth Value fields are used to define a range. Only single values are allowed at each Value field.
Equal toMultiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").