77 lines
5.2 KiB
HTML
77 lines
5.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Define Filter Criteria - Overview</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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font.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Define Filter Criteria - Overview</p>
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<p class="Help-Text"><a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Report Options</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Point of Sale provides an extensive set of filtering options, allowing you to work with a subset of a list by entering criteria you want to match.</p>
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<p class="Help-Text">When you first open a filter dialog, it is blank (unless opening a saved filter, in which case your previous settings are shown).</p>
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<p class="Help-Text"> With no criteria selected, all data is included in the list or report being generated. Entering filter criteria allows you to include or exclude records based on your choices.</p>
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<p class="Help-Text"><font style="font-style: italic;">Example filter dialog:</font></p>
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<p class="Help-Text"><img src="../image/filter_dialog3.gif" alt="image\filter_dialog3.gif" title="image\filter_dialog3.gif" width="400" height="111" border="0"></p>
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<p class="Help-Info-Line">To enter filter criteria:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click in the field in which you want to enter criteria.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Type your criteria or select the <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> or <img src="../image/f4_symbol_2.gif" alt="image\f4_symbol_2.gif" title="image\f4_symbol_2.gif" width="13" height="15" border="0"> icons to make selections. These icons open selection dialogs, calendars, or drop-down lists, depending on the field type.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">By default, the filter includes data matching the entered criteria. To exclude matching criteria (i.e. show all other data), click in the Include/Exclude column and change the setting to <span class="hcp1">E</span><font class="hcp2">xclude</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">When done, select <span class="hcp1">A</span><font class="hcp2">pply</font> or <span class="hcp1">Save</span> to filter your list or report data accordingly.</p>
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</li>
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</ol>
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<p class="Help-Text">Other options on the filter dialog may include:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp2">Clear All</font> clear all entered filter criteria from all fields.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp2">Revert</font> reset all filter criteria to default settings (reports only).</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp2">Save</font> in lists, memorizes this filter criteria for later use.</p>
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</li>
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</ul>
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<p class="Help-Info-Line">Learn more about specific filter options:</p>
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<p class="Help-Text"><a href="basic_filtercriteria_tips.htm">General filtering rules and tips</a> includes information on using spaces, exact matches, include/exclude options, and more.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_freeform.htm">Free-form text and descriptive fields</a> used to filter on document comments, descriptions fields, names, promotional codes, street names, etc.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_ranges.htm">Range fields</a> used to filter on an alphanumeric range, such as a price or cost range, ZIP code range, Item # range, etc.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_selection.htm">Selection lists</a> used to filter by values restricted to a predefined list, such as when filtering by department or vendor code, item type, workstation, etc.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_datetime.htm">Date/time fields</a> used to filter data by dates or date ranges, either fixed or dynamic.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_andor.htm">And/or options</a> used to create complex filtering rules to include/exclude data based on multiple criteria.</p>
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<p class="Help-Text"><a href="basic_filtercriteria_zipcodes.htm">ZIP Codes</a> used to filter on customers or vendors residing in a particular ZIP code or range of Zip Codes.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="basic_view_list.htm">List overview</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports overview</a></p>
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</body>
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</html>
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