Filter templates

• The Filter Templates List Page shows an overview of available Filter Templates.
  From here you can make new templates and create worksheet lines from source document lines, based on a selected template.

Creating a new Filter Template

To create a new template,

• click new. The Source Document Filter Card opens. First, give your new template a Code and Description. These fields are mandatory, while all other fields are optional.

• Next, set all applicable filter fields. For example, in case you want to make Transport Orders for Sales Order lines where the Shipping Agent Code is UPS and the Shipping Method is DAP, only set those three fields and leave the rest empty.

• Close the filter card.

Make Worksheet Lines

• When there are Source Document Filter Templates available, you can select one and click Make Worksheet Lines.

• Now worksheet lines are made for all lines that are within the selected filter.