A run through the fields on the Use Filter to Get Source Document function

The use filter to get source documents functionality lets you control exactly which source documents you pull into your warehouse operation. The import works from the warehouse request line, so you only import from the warehouse requests that were created when you released your source documents.

You can filter on source number, item number, variant code, unit of measure code, shipment method code, shipping agent code, and shipping agent service. You can filter by customer or vendor, set in-transit codes on transfer orders, and choose whether to include partial shipments, complete shipments, or both.

You can set a checkmark to default fill in quantity to handle, and another checkmark to control whether the filter request is shown by default. Splitting filters by shipping agent code breaks the sales order into more logical parts that match how you want to create freight papers.

What the get source documents filter does

When you use the get source documents functionality, you get a set of fields you can filter on for your source documents. The import pulls from the warehouse request line. This means you only work with warehouse requests that already exist because you released your source documents. Nothing else enters the picture.

Filtering on source number and item details

The first filter is the source number filter. If you know all the relevant sales orders fall within a specific number interval, you can filter on that range. This is also useful if different salespeople use different sales order number series, since you can isolate the documents you want.

You can also narrow down by item. The filters here cover item numbers, variant code, and unit of measure code on the item numbers.

Using shipment and shipping agent filters

Two of the most practical filters are shipment method code and shipping agent code. These are the typical filters to reach for, because the shipping agent code splits the sales order into more logical parts. That split lines up directly with how you want to create your freight papers.

You also have the shipping agent code and shipping agent service filter, which lets you use filters that come from the document headers.

Default settings for quantity and filter display

Two checkmarks control the default behaviour. One checkmark decides whether the filter request is shown by default. The other checkmark decides whether quantity to handle is filled in by default. Set them according to how you want the screen to behave each time you run the function.

Selecting source document types and shipment status

You decide which source document types to include in the filter. In most cases you only want to pick in one go for the sales orders, and handle the other order types separately later.

You can also choose whether to include only partial shipments, only complete shipments, or both. This gives you control over how far along a shipment needs to be before it shows up.

Filtering specific document types

Beyond the general filters, each document type has its own filter options:

• Customer and vendor filters apply to purchase return orders in this scenario.
• In-transit code applies to transfer orders. If you use different transfer codes or in-transit codes, or different locations for transfer orders, you can target exactly the ones you want.
• Customer number filter applies to service orders. If one customer has many activities, you can set a customer number filter and handle all the sales orders for that customer in one operation.

These are the filters available on the get source document field card.

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