How to use the filter option for line items in COMPAS Go?

This article describes the filter options available to the user to filter the line items in sales quote. To visualize the usage of filter options in detailed, view the following video.

Information available in the video are as follows

1. Usage of filters to get the required line items

2. Applying of requested discount on interiors in price page using filters

1. Line items available in quote can be filtered based on the columns in quote and pricing pages

Quote Page Columns which can be filtered are:

Line #
Price Status
Catalog
Item Class
Qucik Ship
Lead time
Description
Designation
Qty
Type
List price
Requested Discount
Requested Net Price
Additional Fee
Net Price
CNTR Discount
Extended Net Price
MArgin
Sell Price
Extended Sell Price Countered Price
Exterded App Price
Price Review Status
Report Group
Docs and Notes
AE Price

Pricing Page Columns which can be filter are:

Line #
Product ID
Description
Designation
Quantity
Unit Price
Total Price
Type
Status
Report Group
Technical Review
Review Status
Docs and Notes
Plant
Layout Change

2. Following options are visible when clicking the

a. Equals: Used to filter based on a particular value

b. Not equals: Used to filter based other values which is specified

c. Less than: filter the values less than the specified value

d. Less than or equals: filter the values less than and equal to the specified value

e. Greater than: filter the values greater than the specified value

f. In range: Filter between the range specified

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