Filtering Posted Documents by Order Type
In TRASER DMS 365, you can filter posted documents by the order type assigned to the document before posting. The function is available on the following pages:
| Sales | Purchase |
|---|---|
| Posted Return Receipts | Posted Purchase Return Shipments |
| Posted Sales Invoices | Posted Purchase Invoices |
| Posted Sales Credit Memos | Posted Purchase Credit Memos |
| Posted Sales Shipments | Posted Purchase Shipments |
In this chapter, the process is described using a posted sales invoice as an example, but works analogously on all pages mentioned. The chapter is divided into the following sections:
Entering Order Type Manually in the Filter Bar
You can enter the order type manually in the filter bar. This method is useful if no document with this order type is available in the list or if you do not know which order types have been created. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Posted Sales Invoices page.
- Navigate to the Order Type column. There, the assigned order type is displayed. If the field is empty, no order type was assigned to the document.
- Right-click on the column caption, then click on Filter....
- The filter bar is displayed on the left side of the screen.
Tip
You can also display the filter bar with the keyboard shortcut SHIFT+F3.
- Enter the order type by which you want to filter.
You have successfully filtered manually by an order type. Now only the documents with the selected order type are displayed.
Filtering Order Types Automatically from Column
You can filter directly from a column. This method is useful if you know what order type you are looking for and if you know that a document with this order type is available in the list. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Posted Sales Invoices page.
- Navigate to the Order Type column. There, the assigned order type is displayed. If the field is empty, no order type was assigned to the document.
- Click in the line of a posted document with the desired order type.
- Right-click on the column caption, then click on Filter to this value.
You have successfully filtered automatically by an order type. Now only the documents with the selected order type are displayed.