Data Filtering Criteria
This table displays the list of data filtering criteria based on which the data is displayed in the application.
| Component | Specific Date fields | Status |
|---|---|---|
| Invoices | Due Date | |
| Activities |
Appointment – End Date Task – Due Date |
Not Started, In Process, Deferred, Planned, Held, Not Held, Completed, Waiting on Someone Else |
| Opportunities | Expected Close Date | Preliminary, In Process, Dead, Cancelled, Won, Lost |
| Sales Quotes | Expiry Date | Created, Approved, Printed, Processed |
| Sales Orders | Planned Delivery date of Lines | Free, Approved, In Process, Closed |
| Service Orders |
Activity Planned Start Time Activity Actual Start Time |
Free, Planned, Released |
| Maintenance Sales Orders | Finish Time | Free, Released, In Process, Completed, Costed |
| Service Calls | Reported Time | Registered, Assigned, In Process, Transferred, Solved, Accepted |
| Claims | Creation Date | Free, Modified, Pending Approval, Approved, Rejected |
| Project Contracts | Contract Award Date | Free, On Hold, Active, Canceled |