{"id":20444,"date":"2024-05-31T05:07:07","date_gmt":"2024-05-31T05:07:07","guid":{"rendered":"https:\/\/www.greytrix.com\/middle-east\/?p=20444"},"modified":"2026-02-04T11:42:51","modified_gmt":"2026-02-04T11:42:51","slug":"how-to-filter-out-the-left-list-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/middle-east\/how-to-filter-out-the-left-list-in-sage-x3\/","title":{"rendered":"How to Filter Out the Left List in Sage X3"},"content":{"rendered":"\t\t
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A very simple option is the filters at the top of the Left List columns. Clicking on the Funnel icons will display the following filter options: Contains, starts with, Ends with, Greater than or equal to, Greater than, Less than or equal to, Less than, Equal to, or Not equal to.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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How to Filter Out the Left List in Sage X3<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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How to Filter Out the Left List in Sage X3<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A very simple option is the filters at the top of the Left List<\/strong> columns. Clicking on the Funnel<\/strong> icons will display the following filter options: Contains, starts with, Ends with, Greater than or equal to, Greater than, Less than or equal to, Less than, Equal to, or Not equal to.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We only want to see invoices for Bill-to-customer<\/strong> NA009. We can select the filter Equal to<\/strong> and enter NA009.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tWe can filter the invoices but it’s limited to visible columns.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Now let\u2019s look at something that we can save. Head to the Right box<\/strong> and expand Selection<\/strong>. From there, click on Advanced Selection<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We have created the same filter for NA009 Bill-to customer<\/strong> in Advanced selection<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Next to Memo<\/strong> where we can save the filter.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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  1. Memo code<\/strong>: This is the name of the selection criteria that you will save. If you name the Memo code<\/strong> STD, this memo will be loaded every time you open the screen.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    1. Global<\/strong>: If this is selected, everyone will have access to this Memo code. If not selected, it is your own personal code.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      1. Description<\/strong>: Brief note that tells you what the Memo code is.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        1. Click OK<\/strong> to save the memo.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Now, note that under Selection<\/strong>, we have the option NA009<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          What if we want to show only unposted invoices for NA009? The posted status isn\u2019t one of the visible columns in the Left list<\/strong>. However, we can add an \u201cAND<\/strong>\u201d line to the Object selection<\/strong> and by drilling down can select Field<\/strong> INVSTA with the Value<\/strong> Not posted.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Now we have NA009 with Not posted<\/strong>\u2026 in my Selection<\/strong> section.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          How to Filter Out the Left List in Sage X3 How to Filter Out the Left List in Sage X3 A very simple option is the filters at the top of the Left List columns. Clicking on the Funnel icons will display the following filter options: Contains, starts with, Ends with, Greater than or equal …<\/p>\n

          How to Filter Out the Left List in Sage X3<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":20507,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-20444","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nSteps to filter the left list in Sage X3 ERP Software<\/title>\n<meta name=\"description\" content=\"Discover how to filter out the left list in Sage X3. 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