{"id":5258,"date":"2020-12-04T16:04:29","date_gmt":"2020-12-04T14:04:29","guid":{"rendered":"https:\/\/www.sysfinpro.com\/?p=5258"},"modified":"2025-11-18T13:25:12","modified_gmt":"2025-11-18T11:25:12","slug":"kb20201204-01-sage-x3-tip-trick-how-to-filter-the-transaction-on-left-list-as-per-a-specific-criterion","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20201204-01-sage-x3-tip-trick-how-to-filter-the-transaction-on-left-list-as-per-a-specific-criterion\/","title":{"rendered":"KB20201204\/01: Sage X3 Tip &#038; Trick &#8211; How to filter the transaction on left list as per a specific criterion"},"content":{"rendered":"\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"257\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3.png\" alt=\"\" class=\"wp-image-10945\" style=\"width:369px;height:auto\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3-300x75.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3-768x193.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>How to filter the transaction on left list as per a specific criterion <em>e.g. site, status, date, type etc\u2026<\/em><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>In the following example we are going to restrict the Purchase invoices on the left list to a specific site e.g. \u201cNA011\u201d.&nbsp; The setup principle will be the same for any function.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">1)Navigate to the function (Notice, the left list is populated with multiple sites)<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"452\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1-1024x452.png\" alt=\"\" class=\"wp-image-13371\" style=\"width:651px;height:287px\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1-1024x452.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1-300x132.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1-768x339.png 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-1.png 1341w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">2)Now on the right action list, under the \u201c<strong>Selection<\/strong>\u201d option, click on \u201c<strong>Advance selection<\/strong>\u201d<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"356\" height=\"506\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-2.png\" alt=\"\" class=\"wp-image-13372\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-2.png 356w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-2-211x300.png 211w\" sizes=\"auto, (max-width: 356px) 100vw, 356px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">3)Enter the selection criteria as to how you would like to filter the left list. <\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">a)In this example we only want to see transactions for the \u201c<strong>NA011<\/strong>\u201d site (Note, you can enter multiple criteria). <\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">b)Click \u201c<strong>Memo<\/strong>\u201d on the right panel to save these criteria<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1014\" height=\"393\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-3.png\" alt=\"\" class=\"wp-image-13373\" style=\"width:620px;height:240px\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-3.png 1014w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-3-300x116.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-3-768x298.png 768w\" sizes=\"auto, (max-width: 1014px) 100vw, 1014px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">4)Now enter the memo code and description. <\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">a)When the \u201c<strong>Global<\/strong>\u201d checkbox is checked, it means all other users will be able to use this memo. <\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">b)Entering the \u201cSTD\u201d code causes the selection to run every time the user re-enters the function.&nbsp; Enter any description and click \u201c<strong>Ok<\/strong>\u201d <\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">c)Exit the function and log back into the function<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"528\" height=\"283\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-4.png\" alt=\"\" class=\"wp-image-13374\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-4.png 528w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-4-300x161.png 300w\" sizes=\"auto, (max-width: 528px) 100vw, 528px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">5)Notice you can still see all the sites, however, on your right action list, you will see your newly created selection memo<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"328\" height=\"461\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-5.png\" alt=\"\" class=\"wp-image-13375\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-5.png 328w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-5-213x300.png 213w\" sizes=\"auto, (max-width: 328px) 100vw, 328px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">6)Click on the memo and the left list will be filter for \u201c<strong>NA011<\/strong>\u201d transactions only<\/p>\n\n\n\n<p class=\"has-text-align-left has-normal-font-size\">a)Even when you log out and back in, the system will remember this memo until you click on \u201c<strong>All<\/strong>\u201d to display all sites<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6-1024x502.png\" alt=\"\" class=\"wp-image-13376\" style=\"width:609px;height:298px\" srcset=\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6-1024x502.png 1024w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6-300x147.png 300w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6-768x377.png 768w, https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/12\/x3-6.png 1066w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\"><strong>For more information on Sage X3 contact us on info@sysfinpro.com or by phone on +27 12 880 0258.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to filter the transaction on left list as per a specific criterion e.g. site, status, date, type etc\u2026 In the following example we are going to restrict the Purchase invoices on the left list to a specific site e.g. \u201cNA011\u201d.&nbsp; The setup principle will be the same for any function. 1)Navigate to the function [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,54],"tags":[],"class_list":["post-5258","post","type-post","status-publish","format-standard","hentry","category-erp","category-x3"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"qubely_featured_image_url":null,"qubely_author":{"display_name":"SysFinPro","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"qubely_comment":0,"qubely_category":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a> <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/x3\/\" rel=\"category tag\">Sage X3<\/a>","qubely_excerpt":"How to filter the transaction on left list as per a specific criterion e.g. site, status, date, type etc\u2026 In the following example we are going to restrict the Purchase invoices on the left list to a specific site e.g. \u201cNA011\u201d.&nbsp; The setup principle will be the same for any function. 1)Navigate to the function&hellip;","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"<p>How to filter the transaction on left list as per a specific criterion e.g. site, status, date, type etc\u2026 In the following example we are going to restrict the Purchase invoices on the left list to a specific site e.g. \u201cNA011\u201d.&nbsp; The setup principle will be the same for any function. 1)Navigate to the function (Notice, the left list is populated with multiple sites) 2)Now on the right action list, under the \u201cSelection\u201d option, click on \u201cAdvance selection\u201d 3)Enter the selection criteria as to how you would like to filter the left list. a)In this example we only want to&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a>, <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/x3\/\" rel=\"category tag\">Sage X3<\/a>","author_info_v2":{"name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>KB20201204\/01: Sage X3 Tip &amp; 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