The Transaction Filter window allows the user to filter down the transactions that are displayed on the Job Line Processing tab.
| Field | Options | Description |
|---|---|---|
| Job Line Statuses | Displays all the job line statuses that are available in Eralis Job. | Allows the user to filter to only specific line statuses on the Invoice grid. |
| Transaction Date |
Allows the user to filter transactions displayed on the grid based on the transaction date. This allows users to filter out transactions that have been entered after month end when doing the invoicing a few days into the new month. When entering values the user does not need to enter both a From and To date; they can enter either of the values that are required for their filtering purposes. If a field is left blank, the system will assume all the transactions. |
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| Subjob |
Allows the user to limit the transactions displayed to a particular Subjob or Subjob range. |
|
| Line Type |
Allows the user to limit the transactions displayed based on the type of transaction entered. |
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| Analysis 1 / 2 |
Allows the user to limit the transactions displayed based on the analysis codes. The system will only display analysis code options in the search list that have been used on transactions on the Job. |
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| Additional Filter 1 - 4 |
Article Cost Price COS GL Code Description Invoiced Qty Invoiced Value Unit Price Qty Sales GL Code Price After Discount Item Code Cost Total Line Total Line UDFs |
The user can apply up to 4 user required filters for the job transactions that are displayed in the Invoice grid. With each of the filters the user must specify which field the system needs to apply the filter to, based on the options in the drop-down list, then enter the filter parameters. The fields for entering the filter parameters vary depending on the filter field selected. Quantity and value fields provide a range option while text fields generally provide options for only a fixed value. |
| Sort By |
Analysis 1 Analysis 2 Cost Price COS GL Code Cost Center Cost Total Delivered Qty Description From Whs Process Now Invoiced Qty Invoiced Value Invoice Total Discount % Source Type Article Non-chargeable Note Unit Price Quantity Sales GL Code Line Total Price After Discount Seq No. Status Item No. Subjob ID Tax Code Time Type Trans Date Line UDFs |
Allows the user to control how transactions are sorted and displayed on the Invoice grid. The system will post the transactions to the invoice in the same order in which they are displayed. The system will sort in an ascending order based on the field selected. |
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