SPEC 5295 - Nav OM Filter Enhancement

Date Released: April 2018

Modules: Navigator Order Management

Description: New Order Search filters were added to Navigator Order Management

Reason for Change: Providing the additional level of filters gives the user the ability to further define how they want message lines to be treated with regard to header level OM search results.

Set-up

Activation

The new filters can be enabled via this path: Nav 5 > W=WebAccess > Order Management > Use Additional Open and Closed Line Filters?

Setting up Filter Defaults

Defaults can be set-up at a global, authority class, or user level via the Navigator Menu.

Path to the above screen:

  • NAV 1 - Enter "A" for Order Management
  • NAV 2 - Enter "W" for an Authority Class, enter "A" for Order Management
  • NAV 5 - Enter "W" for a User, enter "A" for Order Management

New Order Management Search Filters

When enabled, the Open Orders Only checkbox is replaced by 5 line level filter options.

Before Activation

After Activation

The filters work for both Processed and Unprocessed orders.

The search process takes each line type option that is selected, and runs that rule against all the orders that were returned from the "Filter Fields by:" section options to further narrow the results.

Line types:

  • Open Item: If the order contains at least one open item line (0010, 0020, etc.), the order will be included
  • Closed Item: If the order contains at least one closed item line (0010, 0020 that is in # status), the order will be included
  • Open Msg w/ $: If the order contains at least one open message line (0001, 0011, 9951, etc) that contains price information, the order will be included.
  • Open Msg w/o $: If the order contains at least one open message line (0001, 0011, 9951, etc) that doesn't contain price information, the order will be included.
  • Closed Message: If the order contains at least one closed message line (0001, 0011, 9951, etc. that is in # status), the order will be included.

These new line level filters are handled independent from one another and are handled in logical "OR" fashion. If two checkboxes are selected, the end result set will include options that match at least one of the checked filters.