I conducted a training session at a client this week and a number of questions/ideas/requests came about regarding the Styles/Filters. Note that the Styles/Filters are well done, and well received. But I guess there is always the desire to improve the productivity of the software, so here are a few issues that came up:

1. A/R Customer Grid
- We would like to include in one of the filters on the grid, something that would indicate that we have one or more Notes on this Customer (as opposed to Customers that have no entries at all for Notes). Can this be done, and if so, how?

2. O/E Back Orders
- We want to create a filter that displays all Orders that have one or more Items on back order
- Initially, I used Order Complete = “No”
- However, this does not always work, as the client will at times ship all goods, but not yet post the Invoice
- So, this row is included in Not Completed, but there really are no B/O'd items on this Order any longer
- As such, what we really want to see are Orders where there are still values greater than 1 in any of the detailed rows for the Backordered field

3. Quick method to refresh filters
- The client has many thousands of rows in the O/E grid (which is not atypical)
- Once we process an Order and the status changes, the grid does not automatically refresh the row – we have to click the “Refresh Scan” icon
- The problem is that in our case, this takes a considerable amount of time (somewhere around 30 seconds+)
- We are applying different Styles (colours) in the O/E grid
- Is there some way that we could at least have the current row refresh the Style when its status is modified?

Hi Sam,

1) and 2) both require that fields be added to the master files on which Filters are processed. I'm skeptical of the value of whether or not a customer has a note, any note, as eventually almost all customers will have notes. Until we do this you will not be able to create the Filters you are looking for. GridView can create those filters for you now. Perhaps you could create a GridView workspace that would show exactly these items.

3) I think you're mistaken. Filters are re-processed when any record to which Filters are available is saved (Customers, Vendors, Orders etc) by the user. You may not see the change in colour as the line will still be highlighted as the "selected" item on the Grid. Posting of batches do not re-evaluate the Filters at the current time.

Please try and recreate 3) using the sample data, and if you're successful, post the Filter rules. Thanks.

Hi Samuel,

Thanks for the kind words - we try to implement a feature as best we can.

1) There are no database fields on the customer master record that store the number of notes, and because filters are only set up on the customer master, this information is not available to Filters. To do this, we would have to change the Customer Master data file to include a Notes Total field, and every time a note is added or deleted for any reason (including auto-notes such as for printing statements), this field is updated.

GridView could do this for you, by reading the Customer Notes file. But of course this is outside filters.

2) Currently Filters are not set up for order Details, only Order Headers. Thus you cannot use Filters directly on the item fields such as Qty on B/O. To do this, we would have to implement Filters at the document Detail level.

GridView could generate a list of all orders that are partially shipped and have items on back order. But of course this is outside filters.

3) When an order is edited and saved, if it meets a new filter criteria with a higher Style priority (lower number) then the grid should automatically refresh and the new Automatic Style should apply. This includes printing and running Day End. The more Filters you create and the more records in the grid, the longer this will take. What are you doing to the order and what status is changing? (completing, printing, changing a ship to or other field value, etc).

You could also try adding the Automatic Style field to the grid, to see which style colour should be associated with the record after it is saved, and if it is changing correctly for you after the order is processed.