Setting Up Advanced Filters in Dynamics AX 2012 to Save as Favorites

by | Updated August 15, 2016 | Dynamics AX, Financials, Set Up

I was recently working with a client where they heavily used advanced filters and they would be using them quite often. The problem the client was running into is that once they went to a List Page they had to remember to set the advanced filter. For example, the client wanted to setup advanced filters for customer invoices that were either 30, 60, or 90 days past due.

In this blog, we will discuss how to set up advanced filters in Microsoft Dynamics AX2012 and save them as a favorite.

How to create an advanced filter for customers who have invoices that are 90 days past due

  1. Navigate to Accounts Receivable | Common | Customer Invoices | Customer Invoices Past Due
  2. Click on Ctrl + G
  3. In the Due Date Column change (lessThanDate(0)) to (lessThanDate(90))

Customer Invoices Past Due

4.  Hit Ctrl + F3 to bring up the Advanced Filter

5.  Click on Modify | Save As and enter a name for the filter, IE Customer 90 days past due and click OK

 

At this point you have your filter created and now let’s walk through and how you set this as a favorite.

  1. Navigate to Accounts Receivable | Common | Customer Invoices and right click on Customer Invoices Past Due and click Add to Favorites and this should add this list page to your favorites
  2. Expand My Favorites and right click on Customer Invoices Past Due and click on Rename and give it a name like “Customer 90 days past due” and Click OK
  3. Right click on My Favorites and select Organize Favorites
  4. Highlight the name you created in Step 2 above and click on Edit Query and in the Query Drop down select the advanced filter created earlier.

 

Edit Query in Dynamics AX

 

Related Posts

2 Comments

  1. Prakash

    Hello Jason,

    Thank you for the article! Could you also tell how we can copy the filters to other users? or for the same user in another entity?

    Thanks
    Prakash

  2. Brandon Carmichael

    Hello Prakash:

    Regarding your question of copying filters to other users or for the same user in anther entity – unfortunately what you are asking isn’t possible.

    Thank you for your comment,
    Brandon

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

13oct12:00 pm12:30 pmWave 2 Release – What’s Coming for Dynamics 365 Sales and Customer Service

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X