Example of Setting Up Filter Sets with the Include Primary Segment Values Option Enabled

This example is applicable only to an account set that's set up for an overhead method.

The example shows an account set that's set up for a joint venture and the ledger of the joint venture, with the Include Primary Segment Values option selected. This configuration enables the account set to automatically use the primary segment values specified in the joint venture definition for filtering. The primary segment values are 3006 and 2002 in the HEPPCostcenter primary segment. The joint venture accountant doesn't have to add filter sets with filters to identify transactions with these primary segment values.

The account set includes three filter sets with filters, which are listed in the following table. The table describes how the filter sets in the account set will be processed when the account set is set up with the Include Primary Segment Values option selected:

Filter Set	Filters	Results
FilterSet1	Filter: HEPPAccount Between 40000 and 49999	This filter set will be used to filter on transactions in which HEPPAccount is between 40000 and 49999. It will also filter on transactions in which HEPPCostcenter is 3006 or 2002.
FilterSet2	Filter 1: HEPPAccount Is 3000 Filter 2: HEPPCostcenter Is 4000	This filter set will be used to filter on transactions according to both filters: transactions in which HEPPAccount equals 3000 and transactions in which HEPPCostcenter equals 4000. The filter for HEPPCostcenter overrides the Include Primary Segment Values option because a single record for HEPPCostcenter can't be 4000, and 3006 or 2002.
FilterSet3	Filter 1: HEPPAccount Between 10000 and 15000 Filter 2: HEPPAccount Is Not 11200	This filter set will be used to filter on transactions in which HEPPAccount is between 40000 and 49999, but is not equal to 11200. It will also filter on transactions in which HEPPCostcenter is 3006 or 2002.