Advanced Filters: To Create a Personal Filter Based on a Shared Filter

In this activity, you will learn how to create a personal advance filter based on a shared advanced filter.

Story

Suppose that you are an accountant in your company. Some time ago, a set of shared filters was configured for the Invoices and Memos (AR3010PL) generic inquiry form.

Further suppose that you are responsible for tracking the open credit memos for the current year. The generic inquiry has no filter you can use to quickly view these documents, so you have decided to create a personal filter and define it as your default tab, to streamline your work.

Process Overview

On the Invoices and Memos (AR3010PL) generic inquiry form, you will copy the Current Quarter filter and modify it to suit your needs by using the Filter Settings dialog box.

System Preparation

  1. Launch the MYOB Acumatica website, and sign in to a tenant with the U100 dataset preloaded as system administrator Kimberly Gibbs. You should sign in by using the gibbs username and the 123 password.

    Tip:
    The gibbs user is assigned the Administrator role, which has sufficient access rights to manage the system configuration and to modify generic inquiries, advanced filters, pivot tables, and dashboards.
  2. Complete the Advanced Filters: To Create Advanced Shared Filters activity.

Step: Creating a Personal Filter by Copying a Shared Filter

To create an advanced personal filter, do the following:

  1. Open the Invoices and Memos (AR3010PL) form.

    Notice that the My Documents tab is opened by default. This happened because for this filter, the Default check box was selected in the Filter Settings dialog box.

  2. On the table toolbar, click Filter Settings to open the Filter Settings dialog box.
  3. In the drop-down box in the upper-left corner of the dialog box, select Current Quarter.
  4. In the bottom left of the dialog box, click Copy.
  5. In the dialog box that opens, type Open Memos for Current Year, and click OK.
  6. In the only row, change the values in the columns to the following:
    • Value: @YearStart
    • Value 2: @YearEnd
  7. Add one more row with the following settings:
    • Property: Type
    • Condition: Equals
    • Value: Credit Memo
  8. Add one more row with the following settings:
    • Property: Status
    • Condition: Equals
    • Value: Open
  9. In the bottom left of the dialog box, click Save.
  10. In the upper part of the dialog box, select the Default check box and click Save.

    The settings of the Open Memos for Current Year filter are shown in the following screenshot.

    Figure 1. Reviewing the settings of the Open Memos for Current Year filter


  11. Close the Filter Settings dialog box by clicking Apply.

    Notice that the Open Memos for Current Year filter tab has been added to the form.

  12. Navigate to any other form, and then open the Invoices and Memos (AR3010PL) generic inquiry form again.

    Notice that the system has opened the Open Memos for Current Year tab for you by default.