Filter Settings on Overview of Material Movement

Limits the overview by the internal number of the document. The document number can be entered or selected from the lookup window using the usual search, sorting and filtering functions.

You can search the document by: 

• internal number of the document;
• date that is used for material bookkeeping and is displayed on the warehouse card (date of receiving or issue of goods);
• consignee, which is the receiving warehouse in case of receiving, and the buyer of goods in case of issuing;
• issuer, which is the supplier of goods in case of receiving, and the issuing warehouse in case of issuing.

Item

Limits the overview by the ID of the item from the Items register.

Name

Limits the overview by the name of the item from the document line.

External ID

Limits the overview by the ID of supplier from the Items register.

Warehouse

Limits the overview by the warehouse.

Buyer/Supplier

Limits the overview by the individual buyer or supplier from the document.

Name 2 (Buyer/Supplier)

Limits the overview to the descriptive name of an individual customer or supplier from the document.

Prsn3

Limits the overview by the individual 3rd party (Person 3) from the documents (for example the recipient of goods, forwarding agent and similar).

Name 2 (Prsn3)

Limits the overview by the descriptive name of the 3rd party (Person 3) from the documents (for example the recipient of goods, forwarding agent and similar)

Account

Limits the overview by the account entered in the line of receiving and issuing.

Doc. Statuses (Document Statuses)

Limits the overview by the document status:

• N – Not Approved
• P – Approved

Dept. (Department)

Limits the overview by the department from the document lines.

Cost Ctr. (Cost Center)

Limits the overview by the cost center from the document lines. 

Issuing department

Limits the overview by the issuing department from the document header of the inter-warehouse transfer.

For more information on inter-warehouse transfers, see Transfer.

Issuing Cost Ctr. (Issuing Cost Center)

Limits the overview by the issuing cost center from the document header of the inter-warehouse transfer.

Packing Slip From

Limits the overview by the starting date of the document (packing slip) that should be included in the overview.

(Packing Slip) To

Limits the overview by the end date of the document (packing slip) that should be included in the overview.

VAT From

Limits the overview by the starting date of the VAT on the document. You can set whether the VAT date is the same as the packing slip date or the invoice date in the VAT panel of the Administration Panel.

(VAT) To

Limits the overview by the end date of the VAT on the document.

Invoice From

Limits the overview by the starting date of the issue or receiving of the invoice.

(Invoice) To 

Limits the overview by the end date of the issue or receiving of the invoice.

Linked Doc. 1 (Linked Document 1)

Limits the overview by the first linked document (for example, the order form).

(Linked Doc. 1) From

Limits the overview by the starting date of the Linked Document 1.

(Linked Doc. 1) To

Limits the overview by the end date of the Linked Document 1.

Linked Doc. 2 (Linked Document 2)

Limits the overview by the second linked document.

(Linked Doc. 2) From

Limits the overview by the starting date of the Linked Document 2.

(Linked Doc. 2) To

Limits the overview by the end date of the Linked Document 2.

Serial Number

Limits the overview by the serial number entered with the item on the document line.

Note

Limits the overview by the text (or part of the text) of the note on the document line.

Prim. Categ. (Primary category)

Limits the overview by the Primary category of the item.

Sec. Categ. (Secondary category)

Limits the overview by the Secondary category of the item.

Prefix

Select Prefix of the values in document lines (anForPay) that will be displayed in the overview:

• Positive
• Negative
• All (both)

Filter (button)

Opens the line Overview panel, where lines are displayed according to the previously entered criteria.

All Records (button)

Cancels filtering and automatically opens the line Overview panel with all lines displayed.

Document Types – Record Only

Select the document type that you want to include in the overview.

If a document type is designated as record-only, you can enter new documents using this document type, but you cannot post them automatically and they do not appear on the warehouse card and some calculations.

Document Types – Consolidated

Select the document type that you want to include in the overview.

A consolidated document is used when multiple documents are invoiced with a single invoice. The basic characteristic of consolidated documents is that they do not affect the stock at a warehouse.