Conditions

The name of the condition.

A check box that indicates (if selected) that a predefined condition will be used along with the condition specified in the table.

The predefined condition that will be used along with the condition specified in the table.

This box is available only if you select the Append System Condition check box.

The logical operator to join the system condition specified in the System Condition box and the condition specified in the table in a logical expression. Possible values are And or Or.

This box is available only if you select the Append System Condition check box.

A check box that indicates (if selected) that the row is an active condition.

The opening bracket or brackets for composing a logical expression with multiple conditions.

The field to whose value the condition should be applied.

The logical condition that will be applied to the value of the field specified in the Field Name box and the values in the Value and Value 2 fields, if applicable.

One of the following logical conditions should be selected:

• Equals: Returns TRUE if the field value is equal to the value specified as Value.
• Does Not Equal: Returns TRUE if the field value is not equal to the Value value.
• Is Greater Than: Returns TRUE if the field value is greater than the Value value.
• Is Greater Than or Equal To: Returns TRUE if the field value is greater than or equal to the Value value.
• Is Less Than: Returns TRUE if the field value is less than the Value value.
• Is Less Than or Equal To: Returns TRUE if the field value is less than or equal to the Value value.
• Is Between: Returns TRUE if the field value is between the Value and Value 2 values. (For this option, you must specify both Value and Value 2.)
• Contains: Returns TRUE if the field value (string) contains the Value value.
• Does Not Contain: Returns TRUE if the field value (string) does not contain the Value value.
• Starts With: Returns TRUE if the field value begins with the Value value.
• Ends With: Returns TRUE if the field value ends with the Value value.
• Is Empty: Returns TRUE if the field value is empty (null).
• Is Not Empty: Returns TRUE if the field value is not empty (not null).

A check box that indicates (if selected) that in the Value and Value 2 columns, you can select one of the predefined values of the field selected in the Field Name column (for example, a document type or a document status).

The value to be used in the selected condition. You can select a field, or you can click the Edit button to open the Formula Editor dialog box and create a formula.

For the date-related data fields, you can use the date-relative parameters either by selecting the parameter in the Calendar dialog box (if the field is based on a schema field and the From Schema check box is selected) or by using the date-relative parameter in a formula (if the field is not based on a schema field and you use the formula editor). The following date-relative parameters are available:

• @Today: The business day.
• @WeekStart and @WeekEnd: The start and end, respectively, of the current week. The start and end of the week are determined according to the default system locale or the locale the user has selected when signing in to MYOB Acumatica. The system locales are specified and configured on the System Locales (SM200550) form.
• @MonthStart and @MonthEnd: The start and end, respectively, of the current month.
• @QuarterStart and @QuarterEnd: The start and end, respectively, of the current quarter.
• @PeriodStart and @PeriodEnd: The start and end, respectively, of the current financial period. The financial periods are defined on the Financial Year (GL101000) form.

  For more information on financial periods in MYOB Acumatica, see Managing Financial Periods.

• @YearStart and @YearEnd: The start and end, respectively, of the current calendar year.

Additionally, you can modify the date-relative parameters by adding or subtracting integers. The unit of measure of the parameter is determined automatically and the reference point is moved according to the measurement of the parameter—for example, @WeekStart+1 relate to the start of the next week.

You can use the following company-related parameters to filter records or show values that depend on a branch or a company selected by a user in the Company and Branch Selection menu:

• @branch: The branch specified for an entity
• @company: The company specified for an entity

You can also use the following user-relative parameters for the workgroup-related data fields with the Is In or Is Not In condition:

• @MyGroups: The workgroups in which the current user is a member, excluding the workgroups that are the subordinates of these workgroups
• MyWorktree: The workgroups in which the current user is a member, including the groups that are subordinates of these groups according to the tenant tree structure

The second value to be used, if the selected condition requires another value. You select a field, or you click the Edit button to open the Formula Editor dialog box and create a formula.

For the date-related data fields that are not based on a schema field (that is, the From Schema check box is cleared), you can use one of the date-relative parameters, as described in the previous description.

The closing bracket or brackets for composing a logical expression with multiple conditions

The logical operator to join conditions in a logical expression, which can be And or Or.

Adds the condition to the list of conditions on the page or updates the existing condition; closes the dialog box.

Closes the dialog box without making any changes.

The internal name of the condition. When you click the name of the user-defined condition, the Condition Properties dialog box is opened, which shows the properties.

The short version of the condition that you have constructed in the table of the Condition Properties dialog box.

The status of the condition, which can be one of the following: System Read-Only, Inherited, or New.

Refreshes the data in the table.

Deletes the selected row.