Setting the Segment’s Filtered by Field
To enable filtering, you edit the Filtered by field of the segment whose values are being filtered. For example, if you had a Profit Center segment whose available values depend on the selection made in the Location field, you edit the Profit Center segment. No changes are required to the other classification field (in this case, the Location field).
Custom segments do not support filtering for revenue arrangements and revenue recognition journal entries. For more information, see Filtering for a Custom Segment.
To configure the segment’s Filtered by field:
-
Edit the custom segment for which you want to add filtering.
-
In the Filtered by field, select all the classifications to use for filtering. (In the preceding example, you select Location.) To select more than one value, hold down the Ctrl key.
Note:In some cases, you may want to select another custom segment in the Filtered by list, but that segment is not listed. In these cases, the problem may be that the other segment already has a filtering relationship with the segment you are editing. To find out, go to the other segment definition, and view the Dependent Segments subtab. This subtab lists all the segments that currently filter by the segment you are viewing.
Note:Custom records do not have Class, Department, Location, or Subsidiary standard fields. Therefore, if you apply a custom segment to any custom record or custom segment (on the Application & Sourcing subtab), you cannot filter the custom segment values using those fields. If you try to combine applying a custom segment to a custom field or custom segment with one of these filter fields, you’ll receive an error message.
-
Click Save.