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Procedure documentationUsing the Filter Functions of Postprocessing Desktop Locate this document in the navigation structure

 

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 execute the Customizing activities Define Own Filter Attributes or Define Allowed Object Types first in 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 Access screen under   Tools   Administration   User Maintenance   Role Administration   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.

Procedure

Caution Caution

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.

End of the caution.
Using Existing Filter Variants
Initial Screen

Use the input help to select an existing filter variant. The system offers you the filter variants that may either be used as global variants by all users or that you yourself have created as user-specific variants to choose from.

Overview Screen

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

    The dialog box consists of three areas:

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

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

    • The bottom screen area displays the values that you have chosen for the selected filter criteria.

  2. Choose Select (Select).

  3. Select the desired variant and confirm your entry.

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

Creating Filters or Filter Variants

  1. Choose Change Variant (Change Variant) in the application toolbar of the initial screen, or Filter List (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 (Add Filter Criterion).

    Note Note

    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

    End of the note.

    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 (Remove Filter Criterion).

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

    Note Note

    If you do not specify values for selected filter criteria, all existing values are selected.

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

    End of the note.

  4. You have the following options:

    • Creating Filters

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

      Note Note

      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 directly on the initial screen.

      End of the note.

    • Creating Filter Variants

      • If you want to reuse defined filter criteria, first choose Save (Save). The Create Variant dialog box appears.

      • 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 global or user-specific variant. User-specific variants can be used by you only; global variants can also be used by other users.

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

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

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

      • If you now want to work with a filter instead of without one 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 recently processed by you.

Changing Filter Variants

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

  2. Choose Select (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 (Copy).

Additional Functions

Choose Change Variant (Change Variant) in the application toolbar of the initial screen, or Filter List (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

  1. Choose Manage (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

  1. Choose Manage (Manage).

  2. Select the variant that you want to delete, and choose Delete (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, and Execute Standing Order

Because you have the necessary authorization and know that your colleagues want to use this variant, you define a global filter variant. Select the relevant checkbox and save the filter variant under the name “/Prio_high“.