Administration > Maintenance > Filter Templates
Filter Templates can be configured and associated with WorkPlace users in security to manage work flow restrictions and/or requirements during access to Review and Receiving sessions to manage their load options during these sessions. Select the criteria you wish to filter and then select the filter on the user’s Security page under the Other section. Only those records will load when the user enters either the Review and/or Receiving session.
When Filter Templates are used within the Standard WorkPlace application, the WorkPlace Administrator can define parameters to manage work flow and load restrictions for Buyers during Requisition/Check Request Review.
With the WorkPlace Receiving Module Filter Templates are created to define criteria to manage user restrictions during Purchase Order Receiving Load.
With the Budget Manager Module Filter Templates are created to define criteria used during Requisition/Check Request and Expense Entry for Budget Code requirements and restrictions.
With the WorkPlace Inventory Module, Filter Templates can be assigned to users as an Inventory Load Tolerance Filter to manage user restrictions when loading Physical Inventory, Transfer/Release Ship and Transfer/Release Receipt sessions.
New
Duplicate
Delete
You may choose a Filter ID from the zoom window to view or modify an existing Filter ID, or click the New button on the document toolbar and enter a unique list name in the Filter ID field to create a new Filter
Enter a description for the Filter ID being created.
New Filter
Click the New Filter button to add a set of filter conditions using the Filter Definition page.
Delete Checkbox
Select the appropriate checkbox next to the filter(s) you wish to delete when the Filter Template is saved.
All existing Filters for the selected Filter ID will be listed. To modify an existing Filter, select the Filter URL.
To the left of the Filter Type Drop Down menu are the available Non-Financial routing filter types Available.
Select the appropriate Filter Type from the drop down next to the appropriate name of the available Non-Financial filter types available, filters may be based on an individual or list of Non-Financial filter types.
Select the appropriate Filter criteria from the Zoom Field next to the appropriate name of the available Non-Financial filter types available. If Individual was chosen as the filter type only one item from the zoom can be selected. If List was chosen, choose the appropriate Non-Financial List representing the filter appropriate for this Filter Template.
Enter the appropriate Dollar amount at which the system should trigger the applied Filter Template. The amount listed in the Amount Less Than (filter) field is always in your home currency.
Enter the appropriate Dollar amount at which the system should trigger the applied Filter Template. The amount listed in the Amount Greater Than (filter) field is always in your home currency.Entry Toolbar