The Document Filters in OE (as in all the modules) are very helpful.
Here is one that has just come to my attention, and it appears is not do-able yet.
The client has a Report Group in Receivables which we use to identify each of their Customers with a value in the Report Group.

From time to time, we would like to filter the Orders or Invoices that are specific to one of the Customer Report Groups.

Doesn’t appear to be available.

If not, can I make a request to have this added in a future release of OE?

Thanks

Hi Samuel,

Suggestion noted.

The way filters work in Adagio is that the fields available for including in filters must be part of the data table. Report Groups are not stored on OE orders, which is why Report Groups are not available in OE Document filters. To accommodate this request, the Report Group would have to be added to the OE Order data structure.

Adagio GridView would be able to do this order or invoice list by report group very easily.

Hi Samuel:

Or use an Optional Field instead of the Report Group field. The value assigned to a Customer will flow through to the Order and you can use it in Filters. Depending on exactly how the user is currently using the Report Group in AR, this can be a very practical solution.