Open Invoice View

You can hide or show columns in the grid by right-clicking on the upper left corner of the grid and selecting the fields to show or hide from the Columns submenu.

When you define IDs and codes, it is important for you to know how they appear in a field list after they are sorted. TRAVERSE sorts alphanumeric data alphabetically by comparing first characters, then second characters, and so forth. When two alphanumeric characters are compared, the character with the smaller ASCII value comes first in the alphabetic sort.

The list of alphanumeric characters is in ascending alphabetic order:

• Special characters (-, *, /, and so forth)
• Numbers (0-9)
• Uppercase letters (A-Z)
• Lowercase letters (a-z)

Alphabetical rules are not intuitive when numbers are involved. For example, in numerical sorting 60 comes before 112; however, in alphabetical sorting 112 comes before 60. To ensure that numbers appear in the same order in both an alphabetic and numeric sort, pad numbers to the left with zeros until they are the same length. For example, if 60 is defined as 060, 060 comes before 112 in both an alphabetic and a numeric sort.

Sort	By
Ascending	Clicking the column heading until the appears
Descending	Clicking the column heading until the appears

You can sort columns to group and filter the data. To sort and filter the columns, right-click a column and use the functions outlined in the table below.

Button	Name	Select To
	Sort Ascending	Sort the selected column's data in ascending order. Note: You can also accomplish this task by clicking the column heading until the appears.
	Sort Descending	Sort the selected column's data in descending order. Note: You can also accomplish this task by clicking the column heading until the appears.
	Clear Sorting	Remove all sorting options and revert to the default view.
	Group By This Column	Group the identical entries from this column into a single group. Note: If you group by column entry, you can right-click on the grouped column heading to select from the options outlined in this table as well as Full Expand (expand all of the grouped entries), Full Collapse (collapse all of the grouped entries), or UnGroup (undo the grouped entry).
	Column Chooser	Open the Customization window. Proceed to click and drag columns from this window to place them back into the table. Note: You can also accomplish this task by clicking on the heading of the column to remove and drag the heading to the bottom of the screen and release once your cursor changes to a large 'X'.
	Best Fit	Adjust the selected column to best view that column's data.
	Clear Filter	Remove all filter options and revert to the default view.
	Filter Editor	See the Filtering Across All Columns section for more information.
	Show Filter Row	Adds a row at the top of the data where filter criteria can be entered. This can be easier than using the little filter (funnel) icon in the column header to enter filter criteria.
	Best Fit (all columns)	Adjust all columns to best view all of the data at once.

1. Click the funnel icon that appears once you place the cursor in the desired column to filter.
2. Select a filter option from the drop-down menu.
   Note: From this drop-down list, you can also select from the entries in the selected column to group the column by the selected entry.
   

Select	To
(Custom)	Enter criteria for filtering the selected column. Note: View the following paragraph for additional information.
(Blanks)	Display only entries with blank information in the selected column.
(Non blanks)	Display only entries with information in the selected column.
Note: If you select (Custom), the Custom AutoFilter function appears. Select up to two filtering criteria for the selected column from the drop-down menus, then enter a string of text or numbers to complete the condition before clicking OK.

To create a filter across all columns, use the Filter Editor function to create a filtering condition. A filter condition can consist of up to four options. Each option within the condition appears as a different color to help distinguish it from the other options, Red Text [Blue Text] Green Text <gray text>. The instructions below illustrate how to build a condition.

1. Select how to group values by clicking the red text component (See Table 1).
2. Select a column heading to filter by clicking the blue text component.
3. Select the filtering criterion by clicking the green text component (See Table 2).
4. Enter, if applicable, a string of text or numbers to complete the condition by clicking the gray text component.
5. Click Apply.
6. Click OK.
   

Button	Name
	And
	Or
	Not And
	Not Or
	Add Condition
	Add Group
	Clear All
Table 1 - Red Component
Button	Name
	Equals
	Does not equal
	Is greater than
	Is greater than or equal to
	Is less than
	Is less than or equal to
	Is between
	Is not between
	Contains
	Does not contain
	Begins with
	Ends with
	Is like
	Is not like
	Is blank
	Is not blank
	Is any of
	Is none of
Table 2 - Green Component