Objective: Make an entry in customizer to filter unprocessed pros by load date
Prerequisites: N/A
Refer To: N/A
Steps:
- Go into Customizer in Billing
- Click on Freight Billing Files
- Choose Unprocessed Pros
- Select Filters
- Click the New button on the toolbar
- Name the filter Load Date or whatever you wish
- In Filter Condition field copy/paste the following:
LOADDATE = CTOD("{1}")
- Select One question to ask, with type of Response Date, length 8.
- Click apply
- Click Close
- Close and reopen Billing
- Go to Unprocessed Pros
- Click the Filter icon on the toolbar
- Locate your new filter and select it.
Bob Hogan
Comments