In the Production Control Filters dialog box, you can set filters that determine which items are shown in a production
control job. You can also save the filter settings for later use.
If the Open to Filter Selection check box has been selected in the Production Control company standard settings, the Production Control Filters dialog box opens automatically when you open a production control job.
If the
Open to Filter Selection check box has not been selected, open the
Production Control Filters dialog box as follows:
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In an open production
control job, click the Production Control ribbon tab.
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On the menu, select Filter.
In the Production Control Filters dialog box, set filters as follows:
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To filter the displayed items
according to selected criteria, select a filter type in the Type list, and click Select.
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In the Filter dialog box, click the arrow buttons to move the items that you want to display to the Included list.
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Click
OK.
If you want to further filter
the information displayed in the Estimating dialog box, repeat steps 1 to 3 for different items. Note that only items
that match the items in the Included list will be available when setting more filters.
If you want to clear all filter settings, click Reset.
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To save commonly used filters,
do the following:
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Click Filter
Types in the lower-left corner.
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Click New.
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Type a description for
the filter type.
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Create the filter
settings.
For more information,
see steps 3 to 5.
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Click Add.
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To close the dialog
box, click the Close button (X) in the upper-right
corner.
The newly created
filter type is selected in the Filter
Types list.
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To apply the filter
type, click Set.
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According to your needs, do one
of the following:
The Estimating Filters dialog box closes, and the Production Control dialog box is filtered according to the settings you made.
To display all information in the
Production Control dialog box again, click Clear
Filters in the upper-left corner.