Field Filter with Criteria

You can use the Field Filter with Criteria screen to apply custom filters when searching within specific fields on any Nama ERP screen.

For example:

  • In a purchase invoice, you may want to display only items whose default supplier matches the invoice's supplier.
  • In a sales invoice, you may want to show only non-service items when selecting an item.

How to Define a Field Filter with Criteria

  1. Create a Criteria Record

    • In the Criteria Definition file, define the condition you want to apply (e.g., non-service items).

  2. Create a Field Filter Record

    • Open the Field Filter with Criteria screen and create a new record.
    • Specify the Document Type (e.g., Sales Invoice).
    • Define the Field to apply the filter on (e.g., details.item.item).
    • Assign the previously defined Criteria to this field.

  3. Assign the Field Filter

    • Go to one of the following configuration locations and assign the filter in the Field Filter field:
      • Document Type
      • Document Book
      • Master Group
      • Menu Definition Update
    • Alternatively, select the Automatic option to apply it automatically.

  4. Save your changes.

If your filter requires dynamic logic such as loops or conditions, use Tempo Language instead of a criteria definition.

Field Filter Screenshot

Example: Filter Non-Service Items in Sales Invoice

To show only non-service items when selecting an item in the Sales Invoice screen:

  1. In the Criteria Definition file, define a condition for non-service items.
  2. Create a new record in Field Filter with Criteria:
    • Document Type: Sales Invoice
    • Field: details.item.itemCode
    • Criteria: Your non-service items criteria
  3. Save the filter with a name like NonService.
  4. In your Sales Invoice document term, set Field Filter = NonService.
  5. Create a new Sales Invoice using that term.
  6. When selecting items, only non-service items will be shown.

Tips

  • You must assign the filter in Field Filter field of a document type, book, master group, or menu update.
  • To test your criteria:
    • Enable Use In List View in the criteria record.
    • Open the item list and enter your filter in the Extra Filter field.
    • The list should show only matching items.
  • You can retrieve the Textual Criteria from the criteria record to see or manually adjust the filter conditions.
  • For advanced logic, use Tempo Language.

Example: Dynamic Filter Using Tempo

Suppose a Sales Invoice is based on a Sales Order containing multiple customers in the lines. You want to list only the customers with remaining quantities (unsatisfiedQty2) when selecting a customer in the sales invoice.

Use this Tempo code in the Dynamic Filter field of the field filter:

{loop(fromDoc.$toReal.details)}
  {if(fromDoc.$toReal.details.unsatisfiedQty2)}
    code,Equal,{fromDoc.$toReal.details.customer.code},OR;
  {endif}
{endloop}