Specifying Shipment Type Grouping Filter Rules

You can create one or more filter rules to specify the conditions under which the order entry system should identify multiple order shipments on a single order for calculation purposes.

As described earlier, one example is a situation where most products ship from a main warehouse but any products that ship from a backup or remote warehouse require a separate shipment.

Follow these steps to create one or more filter rules to specify a grouping's characteristics:

1. On the Groupings record's Filter Rule tab, select a Service for the first filter statement. You can create a filter statement based on a field in one of the following services:
   • Order Line: Select this option if the filter statement is based on a property of the current order line to which shipping charges apply.
   • Product: Select this option if the filter statement is based on a property of the product that appears on the current order line.
   • Product Category: Select this option if the filter statement is based on a property of the Product Category of the product that appears on the current order line.
   • Order: Select this option if the filter statement is based on a property of the order that contains the current order line.
   • Shipment Type Grouping: Select this option if the filter statement is based on a property of the current Shipment Type Groupings record that you are configuring.

   • Shipment Type: Select this option if the filter statement is based on a property of the current Shipment Type to which this Groupings record applies.
     
     

     Note Concerning Available Services

     Depending on your system configuration not all services listed above may be available. If you want to create a filter for any service not included in your list contact your System Administrator.  

      

     
     
     

2. Select a Field in the selected service to use as the basis for the filter.
   • The Field drop-down list displays the set of fields contained in the service you selected. For example, in the figure below, the Field is an Product's ProductCategory field.
   • The fields are listed in the order in which they appear in the entity. However, the fields can be sorted alphabetically (ascending or descending) by clicking the desired Field column heading (Field or Description) to sort by. One click sorts the specified column in alphabetical ascending order. Clicking the column heading a second time sorts the fields in descending order.
      
3. Select the Operator for the filter statement.
   • The operator compares the value of the selected Field for a record in the service with the contents of the Value column.

   • The available options in the Operator drop-down list vary depending on the type of Field selected: text or number.

     Field Type	Operators Available	Type of Comparison
     Character	Exactly Matches	Field column value exactly matches the characters entered in the Value column.
     	Contains	Field column value contains the characters entered in the Value column. The characters can appear anywhere in the field.
     	Begins With	Field column value begins with the characters entered in the Value column.
     	Ends With	Field column value ends with these characters entered in the Value column.
     	Does Not Contain	Contents lists in the Value column to do appear anywhere in the Field column value.
     	In List	Field column value matches one of the values in the Values column; each value is separated by a comma.
     	Is Blank	Field column value contains no data.
     	Is Not Blank	Field column value contains any data.
     Numeric/Date	=	Equals
     	< >	Does not equal
     	>	Greater than
     	<	Less than
     	>=	Greater than or equal
     	<=	Less than or equal
     	In List	Field column value matches one of the values in the Values column; each value is separated by a comma.

4. Enter the Value for the filter statement.
   • You enter characters, a phrase, or a number that the system will use as the basis for the filter. The Value field uses the operator selected in the Operator column to determine the type of match.
   • In general, you manually enter text or numbers into the Value column, but, in some cases, the system provides you with additional options to facilitate selection:
     • For all field types other than Datetime fields, Aptify provides a drop-down list of the first 100 possible values that you can select from. Note that these possible values are only a suggestion: Only the first 100 values appear in the list, even if the field contains more than 100 values. If the field contains less than 100 values, then all of the values appear in the list. You can either select a value from the drop-down list or manually enter a value in the field.
     • If you select a field that uses the Datetime format from the Field drop-down list, an ellipsis (…) button appears in the Value field. Clicking this button opens a Date Selection Box.
        
   • In the following figure, this filter rule applies to products whose category is Publications.
     
     
5. Create additional filter rules, as necessary.
   • If you want to delete a filter rule, select the appropriate line and press the Delete key.
      
6. Configure the Logic String to join the filters together.
   • Just like with multiple view filters, you use Boolean logic to connect multiple filter rules. This includes the following common connectors:
     • AND — Restrictive; displays records that satisfy both filter statements
     • OR — Inclusive; displays records that satisfy either filter statement
     • NOT — Corresponds to records that do not match a filter statement
        
   • By default, multiple filter rules are joined with an AND operator.
   • In the figure below, the grouping is identified as order lines with a product in the Product Categories group or whose name begins with Sensitive.
   • To reset the filter logic to its original setting, click the Reset button.
     
     
7. Click OK to save and close the Groupings record when finished.