Table 6. Sales Handheld PDQ Filters
Business Object
|
PDA Name
|
Query
|
Account
|
PDAAll_All Accounts
|
'Account'.Search = "" "'Account'.Sort = "Name, Location""
|
Account
|
PDADef_*No Accounts (Sales)
|
'Account'.Search = [Id] IS NULL""
|
Account
|
PDA_Active Accounts
|
'Account'.Search = "[Account Status] = LookupValue ( ""ACCOUNT_STATUS"", ""Active"" )" "'Account'.Sort = "Name, Location""
|
Account
|
PDA_CA Accounts
|
'Account'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )" "'Account'.Sort = "Name, Location""
|
Action
|
PDAAll_All Activities
|
'Action'.Search = "" "'Action'.Sort = "Due""
|
Action
|
PDADef_Uncompleted Activities
|
'Action'.Search = "[Status] <> LookupValue(""EVENT_STATUS"",""Done"") OR [Status] IS NULL" "'Action'.Sort = "Due""
|
Action
|
PDA_*No Activities
|
'Action'.Search = [Id] IS NULL""
|
Action
|
PDA_This Week's Activities
|
'Action'.Search = "[Planned] >= Today() AND [Planned] < Today() + 7" "'Action'.Sort = "Due""
|
Contact
|
PDAAll_All Contacts
|
'Contact'.Search = "" "'Contact'.Sort = "Last Name, First Name""
|
Contact
|
PDADef_*No Contacts
|
'Contact'.Search = [Id] IS NULL""
|
Contact
|
PDA_CA Contacts
|
'Contact'.Search = "[State] = LookupValue ( ""STATE_ABBREV"", ""CA"" )"' "Contact'.Sort = "Last Name, First Name""
|
Employee
|
PDAAll_All Employees
|
'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
|
Employee
|
PDADef_North American Organization
|
'Employee'.Search = "EXISTS ([Organization] = ""North American Organization"")" "'Employee'.Sort = "Last Name, First Name""
|
Employee
|
PDA_*No Employees
|
'Employee'.Search = [Id] IS NULL""
|
Employee
|
PDA_All Employees
|
'Employee'.Search = "" "'Employee'.Sort = "Last Name, First Name""
|
Expense
|
PDAAll_All Expense Reports
|
'Expense'.Search = "" "'Expense'.Sort = "Start Date""
|
Expense
|
PDADef_All Expense Reports
|
'Expense'.Search = "" "'Expense'.Sort = "Start Date""
|
Expense
|
PDA_*No Expense Reports
|
''Expense'.Search = [Id] IS NULL""
|
Expense
|
PDA_In Progress Expense Reports
|
'Expense'.Search = "[Status] = LookupValue(""EXP_STATUS"", ""In Progress"") OR [Status] = LookupValue(""EXP_STATUS"", ""Submitted"")" "'Expense'.Sort = "Submitted Date (DESCENDING)""
|
Internal Product
|
PDAAll_All Products
|
'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
|
Internal Product
|
PDADef_Active Products
|
'Internal Product'.Search = "[End Date] >= Today() OR [End Date] IS NULL" "'Internal Product'.Sort = "Name""
|
Internal Product
|
PDA_*No Products
|
'Internal Product'.Search = [Id] IS NULL""
|
Internal Product
|
PDA_All Products
|
'Internal Product'.Search = "" "'Internal Product'.Sort = "Name""
|
Opportunity
|
PDAAll_All Opportunities
|
'Opportunity'.Search = "" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
|
Opportunity
|
PDADef_Big Opportunities
|
'Opportunity'.Search = "[Primary Revenue Amount] > ""500000""" 'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)" "'Account'.Sort = "Name, Location""
|
Opportunity
|
PDA_*No Opportunities
|
'Opportunity'.Search = [Id] IS NULL""
|
Opportunity
|
PDA_Current Opportunities
|
'Opportunity'.Search = "[Primary Revenue Close Date] > Today () - 30" "'Opportunity'.Sort = "Primary Revenue Close Date (DESCENDING)""
|
Opportunity
|
PDA_New Opportunities
|
'Opportunity'.Search = "[Row Status] = ""Y""" "'Opportunity'.Sort = "Primary Revenue Amount (DESCENDING), Primary Revenue Close Date (DESCENDING)""
|
Order Entry (Sales)
|
PDAAll_All Orders
|
'Order Entry - Orders'.Search = "
|
Order Entry (Sales)
|
PDADef_Open Orders
|
'Order Entry - Orders'.Search = [Status] <> LookupValue(""FS_ORDER_STATUS"",""Closed"") AND [Status] <> LookupValue(""FS_ORDER_STATUS"",""Cancelled"")""
|
Order Entry (Sales)
|
PDA_*No Orders
|
'Order Entry - Orders'.Search = [Id] IS NULL""
|
Order Entry (Sales)
|
PDA_All Orders
|
'Order Entry - Orders'.Search = "
|
Price List
|
PDAAll_All Price Lists
|
'Price List'.Search = "" "'Price List'.Sort = "Name""
|
Price List
|
PDADef_Current Price Lists
|
'Price List'.Search = "[End Date] > Today()" "'Price List'.Sort = "Name""
|
Price List
|
PDA_*No Price Lists
|
'Price List'.Search = [Id] IS NULL""
|
Price List
|
PDA_All Price Lists
|
'Price List'.Search = "" "'Price List'.Sort = "Name""
|
Quote
|
PDAAll_All Quotes
|
'Quote'.Search = "
|
Quote
|
PDADef_All Quotes
|
'Quote'.Search = "
|
Quote
|
PDA_*No Quotes
|
'Quote'.Search = [Id] IS NULL""
|
Quote
|
PDA_Active Quotes
|
'Quote'.Search = [Active] = 'Y' OR [Status] = LookupValue(""QUOTE_STATUS"", ""Active"")""
|