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How to Filter Out the Left List in Sage X3

How to Filter Out the Left List in Sage X3

Filter_Out_the_Left_List

How to Filter Out the Left List in Sage X3

A very simple option is the filters at the top of the Left List columns. Clicking on the Funnel icons will display the following filter options: Contains, starts with, Ends with, Greater than or equal to, Greater than, Less than or equal to, Less than, Equal to, or Not equal to.
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We only want to see invoices for Bill-to-customer NA009. We can select the filter Equal to and enter NA009.

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We can filter the invoices but it’s limited to visible columns.

Now let’s look at something that we can save. Head to the Right box and expand Selection. From there, click on Advanced Selection.

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We have created the same filter for NA009 Bill-to customer in Advanced selection.

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Next to Memo where we can save the filter.

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  1. Memo code: This is the name of the selection criteria that you will save. If you name the Memo code STD, this memo will be loaded every time you open the screen.
  1. Global: If this is selected, everyone will have access to this Memo code. If not selected, it is your own personal code.
  1. Description: Brief note that tells you what the Memo code is.
  1. Click OK to save the memo.

Now, note that under Selection, we have the option NA009.

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What if we want to show only unposted invoices for NA009? The posted status isn’t one of the visible columns in the Left list. However, we can add an “AND” line to the Object selection and by drilling down can select Field INVSTA with the Value Not posted.

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Now we have NA009 with Not posted… in my Selection section.

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