Using the Filter Functions of the Postprocessing Desktop 

Use

Many filter functions are available for displaying and processing postprocessing orders. They can be found on the initial screen and overview screen of the Postprocessing Desktop.

On the initial screen, all important attributes of the postprocessing order are provided as selection criteria. You can use the same attributes as filter criteria.

On the overview screen, a restricted number of attributes can be used as filter criteria.

The use of the filter functions can save time in the following cases:

·         You want to process postprocessing orders that meet the same selection criteria.

·         You do not require certain selection criteria very often and/or want to enter default values for specific selection criteria.

Prerequisites

Customizing

If you want to add selection criteria or adjust the input help for the object types, you need to process the IMG activities Define Own Filter Attributes or Define Allowed Object Types first in the Customizing for the Postprocessing Office under Selection Criteria/Filter.

Authorizations

The following authorizations are standard for this function. You can assign them to users from the SAP Easy Accessscreen under Tools ® Administration ® User Maintenance ® Roles.

·        Authorization for creating and changing user-specific and global filter variants

If you have this authorization, you can create, change and set your own variants. You can also define, change, and set variants that are available to all users.

·        Authorization for creating and changing user-specific filter variants

If you have this authorization, you can create, change, and set your own variants only.

·        No authorization for filter variant maintenance

All users can define one-time filters and use existing global variants.

For more information about role maintenance, see users and roles (BC-SEC-USR).

Procedure

Note the following:

¡        You must define separate filter variants for the initial and overview screens:

¡        You can use the filter function on the overview screen to select a restricted quantity of postprocessing orders from all the orders that meet the selection/filter criteria for the initial screen. You cannot select additional postprocessing orders on the overview screen.

Using Existing Filter Variants

Initial Screen

Use the input help to select an existing filter variant. You can select from the global filter variants that can be used by all users and the user-specific variants that you created.

Overview Screen

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       1.      In the application toolbar, choose  Filter List. The system displays the Filter for Display dialog box.

The dialog box consists of three areas:

¡        The upper right screen area contains the field selection. The field selection contains the attributes that you can combine to create a filter or filter variant. If you can use all selection criteria on the initial screen, the field selection is blank.

¡        The upper left screen area contains the field criteria that you selected in the field selection. If the field selection is blank, the system displays all attributes as filter criteria.

¡        The lower screen area displays the values that you have chosen for the selected filter criteria.

       2.      Choose  Select.

       3.      Select the desired variant and confirm your entry.

       4.      To go back to the overview screen with the required variant, choose  Copy. The application toolbar of the overview screen displays the current filter.

Creating Filters or Filter Variants

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       1.      Choose  Change Variant in the application toolbar of the initial screen, or  Filter List in the application toolbar of the overview screen. The system displays the Filter for Display dialog box.

You can now create a new filter or filter variant, or change an existing filter variant. Note that you require the special authorizations described above if you want to create and edit global and/or user-specific filter variants.

       2.      In the field selection, choose the attributes that you want to use as filter criteria. Either double-click on the relevant attribute, or select the attribute and choose  Add Filter Criterion.

You can select and add more than one attribute at the same time. The following attributes can only be added or removed collectively: You only need to select one of the criteria.

§         Creation Date and Creation Time

§         Message Class and Message Number

§         Object Role, Object Type, Logical System, and Object Key

To remove filter criteria and return them to the field selection, double-click on the relevant criterion, or select the criterion and choose  Remove Filter Criterion.

       3.      In the value area, assign single or multiple values to the chosen filter criteria.

If you do not specify values for selected filter functions, all existing values are selected. Exception: If you do not enter values for the filter criteria Status and Order Assignment the standard values are valid: 1 (New) and 2 (In Processing) or 1 (in your worklist or processed recently).

       4.      You have the following options:

¡        Creating Filters

If you want to use the defined filter criteria once only, choose  Copy.

It is not necessary to create a filter on the initial screen, because the system displays all selection criteria by default. If you do not want to reuse the same values at a later date, enter the values on the initial screen.

¡        Creating Filter Variants

                                                  i.       If you want to reuse defined filter criteria, first choose  Save. The system displays the Variant dialog box.

                                                ii.       To overwrite an existing filter variant with new filter criteria, select the variant and confirm your entry.

If you want to create a new variant, specify whether you want to create a user-specific or global variant. User-specific variants are for your own use, global variants can be used by all users.

                                               iii.       Enter a variant name and a short description. The name of a global variant starts with a slash. Confirm your entry.

                                               iv.       To go back to the overview screen with the new variant definition, choose  Copy. The application toolbar of the overview screen displays the current filter.

                                                 v.       If you want to change from one variant to another when working with the Postprocessing Desktop, choose  Filter List in the application toolbar. The Filter for Display dialog box reappears, in which you can define a new variant, change an existing variant, or select and copy an existing variant.

                                               vi.       If you no longer want to work with a filter in the Postprocessing Desktop, choose Delete Filter in the application toolbar of the overview screen. The system then selects all postprocessing orders in your worklist that have the status New or In Processing, or that were processed recently.

Changing Filter Variants

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       1.      Choose  Change Variant in the application toolbar of the initial screen, or  Filter List in the application toolbar of the overview screen. The system displays the Filter for Display dialog box.

       2.      Choose  Select.

       3.      Select the desired variant and confirm your entry.

       4.      Make the desired changes.

       5.      To go back to the overview screen and use the changed variant, choose  Copy.

Additional Functions

Choose  Change Variant in the application toolbar of the initial screen, or  Filter List in the application toolbar of the overview screen. The system displays the Filter for Display dialog box. The following additional functions are available:

Defining Filter Variants as The Default Value on The Initial Screen

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       1.      Choose  Manage.

       2.      Double-click on the Default field in the row of the variant that you want to define as the default value. Confirm your entry.

This default variant is displayed whenever you are on the initial screen. The filter criteria are also displayed by default if you call up the Filter for Display dialog box.

Deleting Filter Variants

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       1.      Choose  Manage.

       2.      Select the variant that you want to delete and choose  Delete.

Example

You first want to process the postprocessing orders in your worklist that meet the following criteria.

·        The postprocessing orders affect time-dependent business processes. If these business processes are not executed, it can lead to business contracts not being fulfilled.

·        The postprocessing orders are in your worklist.

·        The postprocessing orders have not been processed.

·        The postprocessing orders have high priority.

As you always want to enter the postprocessing orders that meet these criteria first, you define a filter variant on the initial screen. Choose the following filter criteria and values:

·        Order assignment 0 (postprocessing orders from your worklist only)

·        Status 1 (New)

·        Priorities 1, 2 and 3 (high)

·        Business processes: Execute Cash Concentration, Execute Forward Order, Call Fixed-Term Deposits, Process Due Account Closures, Execute Standing Order.

Because you know that your colleagues want to use this variant, you define a global filter variant. (You must have the relevant authorization to do this.) Set the relevant indicator and save the filter variant under the name “/Prio_high“.