How to Filter a Grid

You can apply a filter to any grid in Accounts Payable.  For this example, we will work in the Transaction Analysis Grid.

There are 2 different ways to filter a column in a grid. You can filter by Column Header or you can filter using the Advanced Filter.

First, we will talk about how to filter for a specific Vendor using the Advanced Filter.

Click in the Vendor Name Advanced Filter Field, begin typing the Vendor's name. Then, press Enter on your keyboard.

The Vendor's record will then appear in the grid.

Any time you have a filter applied in a grid, the filter icon in the Column Header is blue.

Additionally, the filter details display at the bottom of the grid.

To clear the filter, click next to the filter details.

Now let's talk about how to filter for a specific Vendor using a Column Header.

Click the Filter Icon in the Vendor Name Column Header.

The Filter Criteria Box will appear.

There are two things to note about how you can locate Criteria in the Filter Criteria Box:

1. If the list that displays in the Filter Criteria box is short and your selection is visible, you can simply Check the Check Box next to the Criteria you want to display in the grid.

2. If the list is long and you need to locate your selection, then you can "search" for Criteria by entering that text into the 'Enter text to filter...' Box.

And then check the Check Box next to the Vendor(s) you want to display in the grid.

Click the OK Button to apply the filter.

Now the Vendor(s) for whom you filtered display in the grid.

Now let's say you want to filter for Purchase Orders with a PO Date of 7/1/2014 that have not been paid.

Click the PO Date Filter Icon and check 7/1/2014.

Click the OK Button.

Now scroll over to the Paid Column. Click the Paid Filter Icon and select $0.00.

Click the OK Button.

Now the Purchase Orders with a PO Date of 7/1/2014 which have not been paid display in the grid.

You can also build a filter instead of applying a filter to multiple columns. (Remember to clear the filter before applying another.)

Click next to the Grid Header.

Then, click .

The Filter Builder Form will appear:

You can apply multiple Advanced Filters.

Click .

Click Fiscal Year to enter one of the columns for which you want to filter.

Every column in the grid will display in the list. Select the one for which you want to filter.

Click Equals in order to apply a condition for the filter. Select the condition for which you want to filter.

For this example, we want the PO Date to equal 7/1/2014. Therefore, we will leave the condition as Equals.

Now click Enter a Value to enter a value for the condition you selected.

Enter the value for which you want to filter.

Click the to add another filter and then enter the conditions as in the previous steps.

Now the grid is filtered for Purchase Orders with a PO Date of 7/1/2014 with a Paid Amount of $0.00.