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Description

There are two methods for Filtering Orders

1. OnSetFilter: Basic filtering using Header Fields (this article)
   
   • Works with both Standard and Custom header fields
     
     
2. OnInclude: Complex per-document condition
   
   • Used for conditions that cannot be solved by OnSetFilter
   • Orders/Lines cannot be "re-included" once excluded via OnSetFilter-events. See How-to: Filter Orders - Complex

Tips

Add your own custom fields to an existing header

These examples focus on existing fields, but you can also add your own custom fields to an existing header.
See OnGetReferenceData_OnAddHeaderConfigurations

How to handle filters

Step 1 - Select the event

Select the correct event for the function area you are working on.

Step 2 - Structure your code

Make sure to affect all related documents if needed

Example: A change in filter "PO Number" should affect both:

• "Warehouse Receipts"
• "Purchase Orders"

Make your code callable from both events:

• OnGetReceiveOrders_OnSetFilterPurchaseOrder

• OnGetReceiveOrders_OnSetFilterWarehouseReceipt

Important note:

• Line filters also affect Orders. If no Lines fits the filter, then the corresponding Order is excluded

Step 3 - Write your code

You are given these parameters to use for your filtering

Examples

Note: The examples use Receive function, but works for all Planned Functions

Example 01: Modify Location filter

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
    procedure Example01_Additional_Location_Filtering(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
    begin
        // [Scenario]
        // Modify "Location" filter
        // Only if location is = "WHITE" OR "GREEN". Set filter to include Both Location, no matter which is chosen
        // Handle the filter, so standard filter is overruled

        if _HeaderFilter.Name = 'Location' then
            if _HeaderFilter."Value" IN ['WHITE', 'GREEN'] then begin
                _WhseReceiptHeader.SetFilter("Location Code", '%1|%2', 'WHITE', 'GREEN');
                _IsHandled := true;
            end;

        // When Filter is NOT "White" or "Green", the standard code runs as normal and filters on the choosen location
    end;

Example 02: Modify "Expected Receipt Date" filter

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
    procedure Example02_Overrule_ExptRecptDate_Filter(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
    begin
        // [Scenario]
        // Add additional "Due Date" filter to the standard "Expected Receipt Date" filter on Receipt Lines
        // Note: A filter on LINES will also affect which Orders are included
        // Handle the filter, so standard filter is overruled

        if _HeaderFilter.Name = 'Date' then begin
            // We use a "static" filter, not the dynamic "_HeaderFilter.Value" from the user
            // Filter due date 1 year higher than current year
            _WhseReceiptLine.SetFilter("Due Date", '..%1', CalcDate('<CY+1Y>', WorkDate()));
            _IsHandled := true;
        end;
    end;

Example 03: Modify "Purchase Order" filter

   [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
    procedure Example03_Validate_PurchaseOrder_Filter(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
    var
        PurchaseHeader: Record "Purchase Header";
    begin
        // [Scenario]
        // Add validation to the "Purchase Order" filter by checking the order is Open
        // If not, abort process and force user to change filter

        if _HeaderFilter.Name = 'PurchaseOrderNumber' then
            if PurchaseHeader.Get(PurchaseHeader."Document Type"::"Order", _HeaderFilter."Value") and (PurchaseHeader.Status <> PurchaseHeader.Status::Released) then
                Error('Purchase Order %1 is not released', PurchaseHeader."No."); // We use "error" since filter a single document no. (Error is not recommended for common filtering)

        // _IsHandled: No point in handling the filter or not, as Error stops the entire proces if needed
    end;

Example 04: Modify "Assigned User" filter

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
    procedure Example04_Overrule_AssignedUserAll_Filter(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
    begin
        // [Scenario]
        // Overrule when the standard filter "Assigned User" is set to "All"
        // Instead of no filter, set a filter that must not be Blank
        // Handle the filter, so standard filter is overruled

        if _HeaderFilter.Name = 'AssignedUser' then
            if _HeaderFilter."Value" = 'All' then begin
                _WhseReceiptHeader.SetFilter("Assigned User ID", '<>%1', '');  // Order must be assigned to someone
                _IsHandled := true;
            end;
    end;

Example 05: Modify "ScannedValue" filter

   [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
    procedure Example05_Validate_ScannedValue_Filter(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
    begin
        // [Scenario]
        // Overrule when the standard filter "Scanned Value"
        // Instead of searching for Item No., use the value to filter Document no.
        // Handle the filter, so standard filter is overruled

        if _HeaderFilter.Name = 'ScannedValue' then begin
            _WhseReceiptHeader.SetRange("No.", _HeaderFilter."Value");
            _IsHandled := true;
        end;
    end;