Create a New Filter

  1. From the Invoice Management menu, select Charge Filters.
  2. Identify the header-level filter information. You must identify the date range, the Invoice Date, and the Invoice Types to include in this filter. See Charge Filters Header, screen for more information.
  3. Click Proceed to continue. The system displays a blank row where you can enter more detailed filter criteria.
  4. Define the detailed filter criteria, if necessary.
    The first value is the Charge Type, which identifies which type of value you want to filter on:
    • Warehouse
    • Customer
    • Charge Number
    • Bill To Customer
    • Charge Code
    • Order Number
    • Order Line
    • Item
    • Lot Code
    • Charge Date
    • Activity
    • Charge Rate
    • Charge Quantity
    • Charge UOM
    • Charge Amount
    • Internal Charge Flag
    • Charge Comment
    • Item Group
  5. Select the filter type, and then define the rest of the filter line by selecting the operator and entering the value(s) you want to match.
    See Charge Filters Detail screen for more information.
  6. Click Save to store the filter line. Continue to specify additional filter lines as necessary.
  7. Click Create Filter to save the filter for future use; you’ll be prompted for a filter name. You can also set the filter as the default and identify it as a Recurring batch (a batch that will be re-used over again). The Recurring batches increments the from and to dates using the batch recurring rule or the from and to batch dates.
  8. When you have finished entering all filter lines, click Show Charges to continue. The system displays the Charge Filters – Charge List, which includes a list of all open charges matching the filter criteria.