How to Filter Extracted Data
When extracting static data, such as Customers, Products, Prices, Bill of Materials, etc. you can enter values in row 2 to filter the extracted Sage data. Thus honing in on a particular subset of to Sage data to edit, and import back into Sage 50 or 200.
When extracting data, filter criteria can be added in this row in the appropriate column.
For example, for customer data, we could:
1) in Tax Code column, enter ‘T1’, for All T1 tax customers
2) in Balance column, enter ‘>10000’, for all customers with balance over 10,000
3) in Name column, enter ‘Cromp*’, for all customers beginning with ‘Cromp’
4) in Name column, enter ‘*LTD*’, for all customers containing with ‘Ltd’
5) in Date fields such as Last Invoiced, enter ‘>-30’, for all customers who have been invoice in last 30 days
6) if a number you can say '2000 to 4000', useful for GL List
Hove the cursor over cell A2 displays the above information.