Origin Filter Interface

You can administer origin-dependent dynamic data (purchased parts, cost center rates) in Data Administration. The origin filter determines which data records are displayed in the project’s Liststyle or report and are relevant for costing. Please note that dynamic data settings (File ► Settings ► System ► Dynamic Data) can also be applied to filtered data.

Origin Filter Interface

Figure: Origin Filter Interface

"Filter" group:

  • List of origin filters:

    Displays a list of the origin filters.

  • New button:

    Create a new origin filter.

  • Delete button:

    Deletes the highlighted origin filter from the list.

  • As default for combobox:

    Select dynamic data (purchased part prices and cost center rates) for which the filter is used by default.

"Properties" group:

  • Name entry field: Enter the name of the origin filter.

  • "Dynamic data source, which the filter is valid for" selection:

    • "Purchased Parts Prices" checkbox: The selected filter applies for purchased part prices.

    • "Cost Center Rates" checkbox: The selected filter applies for cost center rates.

  • "Filter includes" group for origins:

    Displays a tree structure of the origins from FACTON master data. Activated origins are accordingly marked for the filter.

    Hint

    If you only stored the origin type in Data Administration but not the origin of a purchased or standard part, you may filter by empty origins without selection.

  • "Use only marked elements" option:

    When selected, only the origins selected in the tree structure are used when filtering.

  • "Don’t use marked elements" option:

    When selected, all origins selected in the tree structure will not be used when filtering.