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Record Selection Criteria

The Record Selection Criteria utility can be found in most tables, reports, and utility programs (such as the purchase order program and the record stuffer).  The Record Selection Criteria screens are designed to filter items within a group, and have subtle changes in usage depending on the location that it will be used.

                                                                        

Step #1:  Start by entering the field to be filtered.  Almost every field within the table (inventory, accounts, suppliers, etc.) is an option for being filtered.  The exception to the rule is some of the calculated fields. 

Select the appropriate field within the box.

Step #2:  Select the method the information will be filtered. 

Choose from:

• Equal

Examples:

• Description EQUALS “Filter”
• Cost EQUALS “$100.00”
• Date EQUALS 4/1/13
• Account Name EQUALS “Smith Automotive”

• Not Equal 

Examples:

• Description is NOT EQUAL to “Filter”
• Category is NOT EQUAL to “PNT”
• List is NOT EQUAL to $0.00
• Category is NOT EQUAL to “ “ (blank)

• Contains 

Examples:

• Description CONTAINS “Oil”
• Cost CONTAINS “$0.99”
• Category CONTAINS “S”

• Starts With

Examples:

• Description STARTS WITH “Oil”
• Account Name STARTS WITH “Sm”

• Ends With

Examples:

• Description ENDS WITH “Filter”
• Address1 ENDS WITH “Street”

• Less Than

Examples:

• Cost is LESS THAN “$100.00”
• Date Last Statement is LESS THAN “1/1/2013”
• Quantity On Hand is LESS THAN “10”

• Greater Than

Examples:

• List is GREATER THAN “$50.00”
• Date Last Sale is GREATER THAN “7/1/2013”
• Reorder Level is GREATER THAN “10”

• Less Than Equal To

Examples:

• Jobber is LESS THAN or EQUAL TO “$50.00”
• Amount Last Pay is LESS THAN or EQUAL TO “4/1/2013”
• SalesPeriod2  is LESS THAN or EQUAL TO “100”

• Greater Than Equal To

Examples:

• Stocking Dealer is GREATER THAN or EQUAL TO “$75.00”
• Date Last Count is GREATER THAN or EQUAL TO “2/12/2013”
• Qty On Order is GREATER THAN or EQUAL TO “10”

Step #3:  Select what the filter represents

Choose from:

• Value:  the information in the “Of” box is a value, or character string.
• Field:  the information in the “Of” box is another field name.
• Date/Time:  the information in the “Of” box is a date and time.

Step #4:  Enter the appropriate information dependent on the selections above.

Step #5:  View By…

Choose from:

• Record:  users can see the entire record and click Shift-F3 or Shift-F4 to move from record to record.
• List:  users can see and select from a listing of records to choose which item to view.

Additional Processes
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( ) :using parenthesis will allow users to organize the search criteria, and search for criteria within criteria.

For example:

MFG EQUALS “Wix”

AND (SalesPeriod1 is NOT EQUAL to “0”

OR (SalesPeriod2 is NOT EQUAL to “0”)

This will allow users to do the following items simultaneously:

MFG equals WIX and SalesPeriod1 is not 0,

OR

MFG equals WIX and SalesPeriod2 to is not 0.

See also