Filtering Segments by Class, Department, Location, or Subsidiary

You can filter segments using standard fields that are available on a record, including the Class, Department, Location, and Subsidiary fields. However, you can't always filter a segment using these fields. Custom records don't have these standard fields. Therefore, if you apply a custom segment to any custom record type or custom segment, you can't filter the custom segment values using these fields. For more information, see Applying a Custom Segment to Record Types.

However, custom segments can be applied to custom records and standard records, such as transactions and items, while filtering by classifications (class, department, location, and subsidiary) is selected. For more information, see Viewing a Custom Segment’s Filtering Relationships

For more information about filtering custom segments, see Filtering for a Custom Segment and Setting the Segment’s Filtered by Field.

Record Types that Support Filtering by Class, Department, Location, and Subsidiary

The following record types support Class, Department, Location, and Subsidiary filtering:

• Transaction types

• Transaction line types

• Entities

• Items

• Some other record types, specifically:

  • Allocation Schedule Destination Line

  • Allocation Schedule Source Line

  • Budget Import

Record Types that Do Not Support Filtering by Class, Department, Location, and Subsidiary

The following record types don't support Class, Department, Location, and Subsidiary filtering:

• Custom records

• Custom segments

• CRM record types

• Other record types not listed in Record Types that Support Filtering by Class, Department, Location, and Subsidiary.

Related Topics

• Filtering for a Custom Segment
• Setting Up Filtering for a Custom Segment
• Applying Custom Segments to Custom Records with Standard Segment Classification Filtering
• Filtering Custom Segment Values on Custom Records Example
• Filtering Across Body and Line Segments
• Removing Filtering from a Custom Segment
• Viewing a Custom Segment’s Filtering Relationships

General Notices