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Creating inventory manager criteria

Inventory manager criteria are filters and sorts that specify a particular subset of your inventory, based on item-level attributes. You can create and save inventory manager criteria, then use these criteria to create inventory managers.

To create inventory manager criteria:

  1. Select Operations>Inventory Manager Criteria. A list of inventory manager criteria appears.
  2. Select Add item buttonAdd up above. The Add inventory manager criteria screen appears.
  3. Enter a Name for your inventory manager criteria. This is required and must be unique.
  4. Optionally, enter a Description.
  5. Under Sorting, specify the order for the filtered inventory items.

    This process is similar to sorting a list. When you create inventory manager criteria, you are deciding in advance how you want your list of inventory items to be sorted.

    1. Click Add item buttonAdd Sorting to add a new sort order.
    2. From the Field drop-down, select the field to sort.
    3. From the Order drop-down, select whether to display the sorted items in Ascending or Descending order.
  6. Under Filtering, create the filter (search) conditions.

    This process is similar to filtering a list. When you create criteria, you are filtering the list of all possible items, and you can apply several filters at once. (For example when you create inventory manager criteria, you are filtering the list of all inventory items in the system; when you create activity line manager criteria, you are filtering the list of all activity lines in the system; etc.)

    Within each filtering, if you specify multiple conditions, ALL of the conditions must be true in order for a line or item to match the filtering. That is, within each filtering, conditions are "and"ed together.

    Within each criteria, if you specify multiple filterings, ONE of the filterings must be true in order for a line or item to match the criteria. That is, within each criteria, filterings are "or"ed together.

    1. Click Add item buttonAdd to add a new filtering. The Filter By screen appears.
    2. Check the checkbox to select what you want to filter by. (Later, you will select whether the filter should "include" or "exclude" the lines or items that match.)
      • For each Filter By line, select how to filter. You can filter based on an exact match, a range of values, or whether the Filter By field is empty or not empty. If you are filtering based on an exact match or a range of values, enter the value you want to filter by.
      • Text Matching. If you are filtering based on an exact match, you can enter "wildcard" characters to specify possible matches. You can use "?" (question mark) to represent any single character and "*" (asterisk) to represent 1 or more characters. For example, specifying Item # "G*" would find all lines or items with Item #s that start with "G", while "G-???" would find only those lines or items with Item #s that start with "G-" and are followed by exactly three other characters. If the text you want to match includes a question mark or an asterisk, you can use "\" (backslash) to indicate that. For example, "G\*" would find all Items #s that are literally "G*"; "G\**" would find all Item #s that start with "G*". Wildcard characters are supported only when you are filtering based on an exact match. They are not supported when you are filtering based on a range.
      • Text Ranges. If you are filtering based on a range, the ordering is: first special characters (such as spaces, punctuation, and symbols), then numbers, then capital letters, then lowercase letters. For example, Item # in range "BB100" to "BK200" will include "BD18" but not "BB 10" or "bf30". (In the first case, the space character in "BB 10" is not included between "B" and "1"; in the second case, the lowercase "b" at the beginning of "bf30" comes after the uppercase "B" in "BK200" that specifies the end of the range.)
      • Dates. If you are entering a date (for either exact matches or ranges), you can enter an absolute date (mm/dd/yyyy), a relative date ("-7" for seven days previous, "+5" for five days from now), or "today". For example, you could filter by the Date created in range "-7" to "today" to find all of the lines or items created in the past week. Optionally, leave the To field blank to filter for everything after the From date. See also Additional date options in criteria.
    3. Click OK. The Filter By screen closes.
    4. For each filtering you have just added, select whether the criteria should Include or Exclude lines that match that filter. You can add as many filterings as you like.

All filters apply to separate inventory items. If a single item number appears in different locations or with other distinguishing differences, such as a Lot # or Serial #, it is treated as separate items. For example, you might have 60 eaches of item GZ-4059 in location 008 and another 60 eaches of item GZ-4059 in location 015. The two different locations of GZ-4059 are treated as separate inventory items. Therefore, if you filter by "Total Qty in range 100 to 200," GZ-4059 will not be found. But if you filter by "Total Qty in range 50 to 100," GZ-4059 will be found twice, once for each location.

Note: Total Qty is always calculated based on the number of eaches. For example, suppose for item GZ-4059 you have 12 eaches in a case. Then you would have 5 cases of GZ-4059 in location 008 and another 5 cases in location 015. If you filter by "Total Qty in range 50 to 100," GZ-4059 will be found twice, once for each location, because each location has between 50 and 100 eaches in it.

See Also

Working with inventory manager criteria

Editing inventory manager criteria

Deleting inventory manager criteria

Inventory manager criteria field descriptions

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