Sales Cost Budget Filters
Filters
When a Sales Cost Budget record is saved additional filters for the cost application can be added by creating a TQ Sales Cost Filter record. The Sales Cost Filter record is designed to enhance the filtering capability of Sales Cost Budget records that are applied during the Sales Cost process.
On creation of these records the fields under the Sales Cost Budget Information Field Group are inherited from the Sales Cost Budget Record. Additional data to be provided is based on the selected Filter Type. The following options are available
Items
When this filter type is selected, the Item Filter - Field Group is enabled. This filter type requires an Item Saved Search as basis for filtering. Based on the Saved Search Criteria, the results are shown in a data table. In this data table, the users can select or unselect items from the filtering as required.
When the Filter is saved, the application will automatically create TQ Sales Cost Filter Item Application Records. This record is designed to enhance the Item filtering capability on the Sales Cost Filter.
After selecting 'Apply' and saving the filter, a TQ Sales Cost Filter Item Application Record will be created:
If new items are created that match the saved search criteria, the system will automatically create a new TQ Sales Cost Filter Item Application Record.
Transaction Body Field / Transaction Line Field
When either of the Transaction Field filter types is selected the Transaction Filter - Field Group is enabled. Following fields can be configured to create the desired filtering.
Record Types
Select the transaction types the Sales Cost Budget should be applied to.
Field Name
Select the desired Transaction field (Body or Line) to be filtered on.
Value List
If applicable, join values are shown to specify the filter value
Field Data Type
Will show the field type for the selected field based on the Value List. The field will show as Disabled in case a single option is available. Field as Country of Origin or Item will provide multiple options such as List/Record or Multiselect.
Operator
Provides options on how the filter is to be applied. Examples are: Field Name = Class Value List = Class
Operator Options: ANYOF, NONEOF, ISEMPTY, ISNOTEMPTY
Field Name = Amount
Value List = NONE
Operator Options: EQUALTO, NOTEQUALTO, GREATERTHAN, LESSTHEN, etc.
Value
Value(s) with which the Operator will use to filter
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