How to Filter Data When Exporting in Sage 300

Steps:

  1. Open the screen that displays the kind of data that you want to export.
  2. Click Options > Export.  The Export screen appears.
  3. Click the Filters tab.
  4. In the Column field, specify a field that will be exported.  You select from a list of fields that can be exported from the screen. For example, when exporting data from the Currency Codes screen, the following fields are available:
    • Currency Code
    • Description
    • Symbol
    • Decimal Places
    • Symbol Position
    • Thousands Separator
    • Decimal Separator
    • Negative Display
  5. Click Add.  The field name is added to the table of filters, in the first empty column.
  6. In the new column, click Add criteria.  The Create filter for field screen appears.
  7. In the first field, select a relational operator.  You can select from the following relational operators:

8. In the second field, enter a value to which the operator relates.  For example, if you were creating a filter for the Currency Code field, and you entered <= in the first field and 900 in the second field, the filter would find any currency code lower than 901.

9. Click OK.  The filter appears in the table and the Results Preview tab lists records that will be included in the export, based on the filters you’ve created.

  • Tips:
    • You can add multiple filters for a single field. For example, to find currency codes between CAD and USD, you could enter two filters for the Currency Code field:
      • > CAD
      • < USD
    • Click Show Filter to see the filters you’ve created as a string of code. This can be used in various ways (for example, as part of a SQL statement).

10. Click Export to export filtered data.  The export includes only records that match:

  • At least one of the filters in a vertical column.
  • All the conditions in a horizontal row.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.