BAQ Expression Criteria

Kinetic ERP
1

Hello!

Quick question regarding Epicor BAQ criteria. I’ve got a query that pulls invoiced revenue for all companies, and I’m curious if there’s a way I can filter it so that if the company is “SOLUS01” or “PRDUS01” it doesn’t pull invoices of the type “ADV” or “DEP”. However, I want it to pull those records for the other companies.

Should I be using criteria with an expression? I thought about using subqueries but wasn’t sure the best route

Thanks!

2

There are () and “and” and “or” selections in the criteria. So you should be able to do that just fine.

3

Do you have an example, or a place to get started? The criteria stuff isn’t my strong suit currently

Thanks!

4

Something like this:

image
image1535×650 26.5 KB

5

Or you can use lists, just just check the not box.

image
image995×417 18 KB

If you want to do explicit lines, you can do it this way.

image
image1003×440 19.5 KB

It’s all just a logic puzzle really.

6

Oh I think I didn’t make myself very clear, I want it to pull all 5 companies in my list of companies, and filter out those types of records only for two of them, but still pull all other invoice types for those two companies

7

That’s exactly what this does. (there is an “Or” function, and “not” checkbox is checked)

If the company is not PRDUS01 or SOLUS01, then include it.

if they are PRDUS01 or SOLUS01 then include everything that’s not ADV or DEP.

Step through the logic.

You could do it the other way around to and say if they are the other company, then include everything, and otherwise only include things that are not ADV or DEP.

8

That explanation makes sense, thank you for your perspective.

Have a great day!