This chapter describes how to set up filters and filter groups for filter codes. A filter is associated with a filter code and it can be used to categorize items in the item handling, purchase, and sales processes. For example, for item handling you can use filters to make sure that heavy products are always located on the ground floor in a warehouse location. For purchase and sales processes, you can make specific items available for specific customers or vendors.
1.1 Product filters
1.1.1 Warehouse Management –> Setup –> Product Filters –> Product filters
Product filters can be set up using four different attributes or characteristics that can be assigned to a product (Code 1, Code 2, Code 3, Code 4). In our example
- Code 1 is used to describe the class for hazard goods
- Code 2 is used to indicate the internal danger classification of products
1.1.2 Warehouse Management –> Setup –> Product Filters –> Product filter Groups
It is possible use filter groups to filter codes. This is useful when the group is used in a query in a location directive and you want to search for the group instead of for a series of codes. A filter group is associated with an item group. Here, a product filter group for “High Danger Gases” is created and aligned to item group “RM (Raw Materials)”.
1.1.3 Cost Management –> Inventory accounting policies setup –> Item Groups
On the Warehouse management FastTab in the item group, under Filter required, select the appropriate check boxes to define one or more filter codes that must be specified for products that are associated with the item group.
If the filter code is not filled for a related item, an error message appears when the data record should be saved:
1.1.4 Usage of product filters
If product filter codes are assigned to a released product, the grouping code is displayed automatically if found it the product filter group table:
The product filter and filter groups can now be used in queries of the warehouse management setup. One example would be the work template:
Another example is the location directive:
1.2 Customer and Vendor filters
1.2.1 Warehouse Management –> Setup –> Warehouse Management Parameters
In the warehouse management parameters, the user of customer or vendor filters needs to be activated. For this company, only customer filters are in use (however, vendor filters are set up the same way):
If now a sales order is created, a message appears as the product is not allowed to be purchased by this customer:
There are now two possibilities to allow the order of this product for the relevant customer
- Generally available product definition
- Customer product filters
1.2.2 Warehouse Management –> Setup –> Product Filters –> Generally available products
You can make specific inventory items available only for customers or vendors, or for both customers and vendors. For any item that you set up as generally available, customer filters and vendor filters do not apply.
1.2.3 Accounts receivable –> Customers –> All Customers
On the other hand, it is possible to release the product filter for the customer by entering the data record in the product filter table on tab “Customer”: