AR Tutorial: Filter High Value Customers

This tutorial explains how to filter all customers who spent more than $10,000 this year.

1. To open Customers, go to Navigator > Maintain > Accounts Receivable > Customers.
2. Click the Filter & Sort button by the Select Customer field.
3. In the Field Name drop-down, select the field SalesYearToDateBs. Note: The 'Bs' at the end of the field name signifies that this is in the Base Currency.
4. In the Op field, select > (Greater than).
5. In the Criteria field, type 10000.
6. Click Save (F9).
7. The Filter & Sort button is displayed as , showing a filter is applied.
8. Customers listed in the Select Customer drop-down are now filtered to only those who meet the filter criteria.
9. When you close the form, the filter disappears.