A dBase filter can be used on some automatic documents to filter results. Only transactions, accounts or balances matching the dBase filter will display. A filter can be established on any field in the AM or GL database. Multiple conditions can be used.
dBase Filter Examples
Example 1: Filtering one criteria in the AM database
Only accounts in the AM database with an account type of "B" (i.e. Balance Sheet) will display.
Example 2: Using additional functions and wildcards
Only accounts in the AM database with an account number starting with 1 will display. The LTRIM function removes spaces that are added to the left of the account number when stored in the database.
Example 3: Filtering using entity abbreviations
REPENT(AM->ENTITY)="SAP" | REPENT(AM->ENTITY)="NTRP"
Only accounts in the AM database that are assigned to the abbreviated entities SAP or NTRP will display. The REPENT function is used to evaluate the entity abbreviation. The | operator (OR) is used to combine two filter commands. Accounts will display if either condition is true
Example 4: Filtering all references and tickmarks
INANN("R", "", "AM") = 0 & INANN("T","", "AM") = 0
Only accounts in the AM database that contain a reference and tickmark will display. The INANN function is used to evaluate whether a tickmark or reference is associated. The & operator (AND) is used to join both conditions.
Example 5: Filtering the GL database
Only transactions in the GL database in which the description starts with "ABC COMPANY" will display. This filter is case sensitive.
Example 6: Ignore upper and lower cases
Only transactions in the GL database in which the description starts with "ABC COMPANY" will display. The UPPER function is used to remove case sensitivity.
- Filters can be enhanced by using Text functions to define the filter. For more information, see Text functions.
- Filters may contain multiple conditions. Use & And or | Or to join the conditions.
- The maximum length for a database filter is 200 characters.
- Modifying the format of an automatic document containing a filter may cause the filter to no longer work or work in an unexpected way. The filter may have to be modified to work correctly.