How To: Filter Stock User Defined Attributes (UDAs)

Once set up (see How To: Setup Stock UDAs and How To: Setup Stock UDAs with Groups), users can filter for stock UDAs in the following screens:

• [ Stock | List ] screen.
• Stock Lookup dialog.
• [ Sales Summary | Best Sellers ] screen.
• [ Sales Summary | Customers ] screen.

Using the UDA Filter normally

1. In any of the above screens, click on the button.
2. Select or enter the relevant UDA filter values; the options will depend on the type of UDA:
   • Choice: select the required option from the drop down list.
   • Date: click on the right side of the date field, select the specific date and select the comparison on the left:

   =: equal to.

   !=: not equal to.

   <: earlier than.

   <=: earlier than or equal to.

   >: later than.

   >=: later than or equal to.

   • Integer: enter the whole number only and select the comparison on the left:

   =: equal to.

   !=: not equal to.

   <: less than.

   <=: less than or equal to.

   >: greater than.

   >=: greater than or equal to.

   • List: select one or more options using the tri-state checkboxes:

   Tri-State ignore: filter for everything except this option.

   Tri-State on (yes): filter for this option.

   Tri-State off (no): don't use the filter for this option.

   • Number: enter a number with decimals. As with integer UDAs, number UDAs use comparisons when filtering.
   • Text: enter the text in the searchbox. This can be suffixed or prefixed by a % wildcard.
   • Yes/No: tick the checkbox for yes or untick for no.
3. Turn filter on by clicking on the adjacent traffic light to turn it to green.
4. Click 'OK'. The results will filter for the selections made.

Using the UDA Group Filter

Once set up in groups, UDAs can be filtered for as follows:

1. In one of the following screens, filter for the Level 2 Stock Type:
   • [ Stock | List ] screen.
   • Stock Lookup dialog.
   • [ Sales Summary | Best Sellers ] screen.
   • [ Sales Summary | Customers ] screen.
2. Click on the button. The pop-up will only display those UDA filters set-up against the stock type you are filtering by.
3. Enter the relevant UDA filter values; see above.
4. Turn filter on by clicking on the adjacent traffic light to turn it to green.
5. Click 'OK'. The results will filter appropriately.

FAQ

Q. Why don't I see any UDAs listed in the Stock screen's UDA filter?
A. Because:

1. you are filtering stock by stock type; and
2. UDA grouping is active (ie at least one stock UDA has a stock type specific UDA set); or
3. none of the Stock UDAs have been grouped with the stock type you have selected.

See Also

• Stock screen