Sales Filter Method Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Distribution Resource Planning $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Buying Method $Images\bluerarw.gif$ Sales Filter Method Maintenance

Purpose

Enter, view, edit, or delete sales filter methods.

Overview

Use Sales Filter Method Maintenance to set up calculations to determine sales filter requirements. These are used to construct buying methods. Sales filters are intended to minimize the effect of one-time sales spikes that do not represent a sales trend.

You can build standard and custom sales filter methods based on different sales filter parameters and sales filter logic.

Note For a list of valid sales filter methods and their calculation logic, see DRP - Sales Filter Method FAQ.

For database information for this window, see Sales Filter Method Maintenance Database Information.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Sales Filter Method Maintenance window.
New	Click this button to create a new sales filter method.
Update	Click this button to update the selected sales filter method.
Delete	Click this button to delete the selected sales filter method.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first sales filter method.
Prev	Click this button to display the previous sales filter method.
Next	Click this button to display the next sales filter method.
Last	Click this button to display the last sales filter method.

Fields and Buttons

Field or Button	Description
Method Name	Enter the sales filter method name, or click the Lookup button to select a sales filter method.

Main Tab Fields and Buttons

Field or Button	Description
System Default	Select this check box if this is the default sales filter method.
Short Description	Enter a brief description of the sales filter method.
Detailed Description	Enter a detailed description of the sales filter method.
Use to Determine Best Fit	This check box is slated for functionality in a future release.
Program Name	Enter the program name used to perform calculations for this sales filter method. Note Program names are supplied by Apprise. Do not use any name that has not been approved by Apprise. For more information, see DRP - Sales Filter Method FAQ.
Parameters	This grid displays calculation parameters used to perform sales filter calculations.
Name	This field displays the selected parameter name. Parameters are used as part of the sales filter method calculations. Parameter names are supplied only by Apprise. Do not use any parameter name that has not been assigned by Apprise. For more information, see DRP - Sales Filter Method FAQ. Example # of MAD’s is a valid sales filter parameter.
Type	This field displays the type of field (character, integer, decimal, date, or logical) associated with the selected parameter. This is specified only by Apprise. For more information, see DRP - Sales Filter Method FAQ.
Value	Enter the default value for the selected parameter in the Parameters grid, or click the Lookup button to select a default value. For more information, see DRP - Sales Filter Method FAQ. Example For the # of MAD’s parameter that is a type of Decimal, a default value is 4. Note This default value can be changed when setting up a buying method.
New	Click this button to create a new parameter for the sales filter method. This button is only enabled if you are creating a new sales filter method, or updating a sales filter method that is not a system default.
Update	Click this button to update the selected parameter for the sales filter method.
Delete	Click this button to delete the selected parameter for the sales filter method. This button is only enabled if you are creating a new sales filter method, or updating a sales filter method that is not a system default.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button.

Note Different sales filter methods use different calculation parameters. For more information, see DRP - Sales Filter Method FAQ.