Advanced Filters

Description

Advanced filters provide greater flexibility when defining customer targets. You can combine (or exclude) products or commission groups, G/L accounts, resources, etc., to configure scenarios such as the following:

• Define a filter that only applies to a specific list of products (that are not part of the same commission group).
• Define a filter that applies to multiple product groups.
• Define a filter that applies to all products in a group... with a few exceptions.

You can create new filters directly from a customer target by selecting "Advanced Filter" as the filter for the sales lines to include, or from the action bar of the iDynamics Sales Rebates.

Include or Exclude Elements

When creating an advanced filter, you can add as many products, resources, G/L accounts, groups, etc., as needed, specifying whether the selected element should be included (by default) or excluded from the filter.

In the example above, the filter will include all products from the TABLES and CHAIRS groups but will exclude the product with code 1896-S.

If desired, you can even create filters that include any product (or even any type of sales line) but exclude only a few specific references that should not be included in rebates.