In this topic you will learn how to Edit and/or Delete Criteria.
From the Query Manager page, you can Edit and/or Delete Criteria from your query by utilizing the Edit link.
In this example, you will retrieve all vouchers regardless of whether the voucher has, or has not, been Posted for LSUSH with an INVOICE_DT range of 01/01/2015 through 01/31/2015.
In this example you want to retrieve all vouchers, not just those with a Post Status of Posted. You will, therefore, delete the criteria for the POST_STATUS_AP field.
Criteria can be Edited as well as Deleted. In this example, you will Edit the Business Unit criteria to include HPLMC in addition to LSUSH.
The Condition Type must be changed so the system will retrieve vouchers for LSUSH and HPLMC.
The "in list" option allows you to specify multiple values for a field, in this case the Business Unit field, rather than a single value. The system will match the comparison values in the list when compiling results.
Click the in list option.
Expression 2 is no longer a Constant value and will identify the comparison values the system will match when compiling results.
On the Edit List page, you will add the values to be included in your list. In this example, you are creating a list of Business Units. You must enter the Business Unit identifier into the Value field in ALL CAPS.
Click the Add Value button to add the HPLMC Business Units to your list.
You will repeat steps 13 and 14 until all Business Units have been added to your list.
Expression 2 now contains a list of Business Units values: LSUSH and HPLMC. The system will retrieve vouchers associated with each of these Business Units.
To retrieve the query, enter the desired information into the Search By field. Enter "AVG%".
Click the AVG_GROSS_VCHR HTML link. This will open a new window.
Click the Run tab to preview your query.
Because our Invoice Dates are for January, 2015, and the accounting period has posted to the general ledger, only posted vouchers display. Generally, if running the query for current data, some unposted vouchers would also be included. Unposted vouchers have a Status of "U".
Click the Criteria tab.
The first 100 options include only Posted vouchers.
Click the Last link to view additional results.
Your results include vouchers for LSUSH and HPLMC with Invoice Dates between 01/01/2015 through 01/31/2015.
This completes Edit and/or Delete Criteria.
Click the in list option.
On the Edit List page, you will add the values to be included in your list. In this example, you are creating a list of Business Units. You must enter the Business Unit identifier into the Value field in ALL CAPS.
You will repeat steps 13 and 14 until all Business Units have been added to your list.
To retrieve the query, enter the desired information into the Search By field. Enter a valid value e.g. "AVG%".