KB20201204/01: Sage X3 Tip & Trick – How to filter the transaction on left list as per a specific criterion

How to filter the transaction on left list as per a specific criterion e.g. site, status, date, type etc…

In the following example we are going to restrict the Purchase invoices on the left list to a specific site e.g. “NA011”.  The setup principle will be the same for any function.

1)Navigate to the function (Notice, the left list is populated with multiple sites)

2)Now on the right action list, under the “Selection” option, click on “Advance selection”

3)Enter the selection criteria as to how you would like to filter the left list.

a)In this example we only want to see transactions for the “NA011” site (Note, you can enter multiple criteria).

b)Click “Memo” on the right panel to save these criteria

4)Now enter the memo code and description.

a)When the “Global” checkbox is checked, it means all other users will be able to use this memo.

b)Entering the “STD” code causes the selection to run every time the user re-enters the function.  Enter any description and click “Ok”

c)Exit the function and log back into the function

5)Notice you can still see all the sites, however, on your right action list, you will see your newly created selection memo

6)Click on the memo and the left list will be filter for “NA011” transactions only

a)Even when you log out and back in, the system will remember this memo until you click on “All” to display all sites

For more information on Sage X3 contact us on info@sysfinpro.com or by phone on +27 12 880 0258.