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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.
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 .png){kind=small}
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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