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,which is a list of records.

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 filter, 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.

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) generic inquiry form.

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

  2. On the table toolbar, click Filter Settings to expand the filtering area.
  3. In the Filter List drop-down menu in the upper-left corner, select Current Quarter.
  4. In the filtering area, click ... and then Save As.
  5. In the Save Filter As dialog box, which opens, type Open Memos for Current Year, select the Default check box, and click Save.
  6. In the filtering area, click ... and then Open Advanced Filter.
  7. In the Advanced Filter dialog box, modify the clause to the following settings:
    • Property: Date
    • Condition: Is Between
    • From: @YearStart
    • To: @YearEnd
  8. Add a second clause with the following settings:
    • Property: Type
    • Condition: Equals
    • Value: Credit Memo
  9. Add a third clause with the following settings:
    • Property: Status
    • Condition: Equals
    • Value: Open

    Below you can see the updated settings of the Open Memos for Current Year filter.

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


  10. Click Apply, which closes the dialog box.
  11. In the filtering area, click Save Filter.

    Notice that Open Memos for Current Year has been added to the Filter List drop-down menu.

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

    Notice that the system has applied the Open Memos for Current Year filter by default.