Estimate Order Filter Utility (OE30)

Estimate Order Filter Utility

When you select 'Estimate' as the order type, the Estimate Order Filter Utility window opens.

  • The filters are used when a draw is made against an estimate; filters ensure that the draw and estimate are properly matched. This will ensure that only authorized, or matching, draw orders can pull stock from the estimate.

  • You must select a minimum of one filter before you can close the Estimate Order Filter Utility window.

The following filters are available:

  • Paying Office
  • Customer
  • Customer Ship To
  • Customer PO
  • Primary Sales Rep
  • Campaign
  • Trade Show

The Filter Utility is divided into 2 sections:

  1. Paying Office/Customer
  2. Customer Ship To/Customer PO/Primary Sales Rep/Campaign/Trade Show

The filter combinations allowed are partially controlled by the selection made in the first section (Paying Office/Customer). The following table defines the filter combinations that are allowed when the Paying Office or Customer filter is selected:

Selected Filter Allowed Combinations: Disallowed Combinations:
Paying Office Customer PO
Primary Sales Rep
Campaign
Trade Show		 Customer
Customer Ship To
Customer Customer Ship To
Customer PO
Primary Sales Rep
Campaign
Trade Show		 Paying Ofice

You can also select any of the filters in the second section (Customer Ship To, Customer PO, Primary Sales Rep, Campaign, Trade Show) in any combination if neither the Paying Office nor Customer filter are selected from the first section.

Note: When you select the Customer Ship To filter:

  • The Customer filter is automatically selected and disabled.
  • The Paying Office filter is disabled.

Once you have selected the filter(s) that apply to the estimate order, click Submit to close the window.

Est Ord Filter Utility
Estimate Order Filter Utility window

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