Filter information in the Advance Bill dialog

In addition to using the navigation tree for filtering items, you can set filters that determine which items are shown in the Advance Bill dialog.

If the Open to Filter Selection checkbox has been selected in Maintenance > <Module> > Company Standards, the <Module> Filters dialog opens automatically when you open a job.

If the Open to Filter Selection checkbox has not been selected, open the <Module> Filters dialog as follows:

In an open Advance Bill job, click the Advance Bill ribbon tab.
On the menu, select Filter.

The <Module> Filters dialog opens.
Select a filter type in the Type list and click Select.

The Filter dialog opens.

For some filter types, you can also click Find and type the desired value in the search box to use it. This way, you do not have to scroll through all the available items.
Click the arrow buttons to move the items that you want to display to the Included list.
Click OK.

If you want to further filter the information displayed , repeat steps 3 to 5 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.
Click Apply Filter.

The <Module> Filters dialog closes, and the items are filtered according to the settings you made.

To display all information again, click Clear Filters in the upper-left corner.

To create and save commonly used filters, see Module-wide filters.