Imagine that you would like to have a Customer Group which includes those customers who are assigned with the ‘Financial’ Type ID and those assigned with the ‘Media’ Type ID. With Dimension Group Filtering for Advanced Financial Analysis this is easily attainable. Just as we did last week we start out by making a new Dimension Group. The Customer Groups can be found Accounts Receivable and in order to add a new one navigate to Accounts Receivable > Open Setup > Customer Groups > Add. The top portion of the Customer group is set up by filling out the Customer group ID, Name and Description. In this case the description is optional. We will name our new group Financial & Media with the Customer Group ID and Description being FinancialMedia. Please note that the Customer Group ID cannot be changed once the record is saved, but the Name and Description can.
Because we will be filtering based on criteria we will specify in a later step we will want to use the ‘All Members’ Group type. If you accidentally choose the ‘Specific Members’ Group type here you won’t be able to use a filter later on. If you wish to specify a sort order this is the place to specify that as well.
Now that you have the header portion of the Customer Group entered it’s time to set up your filter. We know that we want to include the customers with the Customer Type ID of Financial and also those with Media. We will do this by using the dropdown boxes to select the criteria as shown below.
Once you have specified the filters themselves you need to scroll down to the Condition type and specify one. This part can be somewhat confusing when first starting out. By default the Condition type will be set to ‘All (AND)’. What this means is that ALL the conditions need to be satisfied in order for the records to be in our group. In the case of our filter the Customer needs to be of Type ID Financial AND Type ID Media at the same time. Is that even possible? If the Type ID were a series of checkboxes where you could have multiple checked, then yes, this could work. By looking at our Customer record in Company > Customers we can see that the Customer Type ID box is a dropdown. What this means is that we can only have one Type ID selected at a time.
Since we can have only one Type ID selected at a time if filter were looking for a customer with Type ID Financial AND Media we will not find a single record, ever. This condition will never be satisfied. For our needs we will want to include all records with Type ID Financial OR Media. In order to do so we need to set our Condition type to ‘Any(OR)’.
Once you are satisfied with your new Customer Group, click Save. In order to verify the contents of your group are correct you can go to the Customer Group List and click ‘Members’ to the right of your new Customer Group. This will display a new list view showing all the records that satisfy your filter.