Group and filter job analysis in Margin Analyzer

When you load a new job analysis in the Margin Analyzer (MRGANLZ) page, Made2Manage groups or organizes all job orders according to a grouping option. These options are:

• Customer

• Facility

• Group code

• Job number

• Part number

• Product class

• Sales order number

• Salesperson

• Territory

• Planner

• Source

  By default, Made2Manage groups all job orders by customer. Expand a group’s row to show the parent or sub job orders. Click a job order to open its Job Details - <job number> page to see the job order’s details and its cost details.

  Filter out records from the grid on the Margin Analyzer (MRGANLZ) page to view specific job orders. You can filter records by using one or all the three criteria:

• Data – filter using data categories.

• Selected job order records – filter by selecting groups or selecting individual job orders.

• Formatting applied to the job analysis – show the job order records which you’ve formatted conditionally.

For more information, seeChange the layout of the job analysis in the Margin Analyzer

Once you filter job records, Made2Manage automatically adjusts the sum for specific columns. You can filter using the following data categories:

• Job number

• Job status

• Group code

• Source

• Job part number

• Customer

• Product class

• Planner

You can also filter job records by applying a time period as a part of the data category. Select a type of date to indicate when the job was closed, due, released, or shipped, and then select a date range.

To group job analysis

1. Load a new job analysis or load a saved job analysis

2. On the toolbar, click the arrow beside By Customer, and select the required grouping option.

   Made2Manage groups job orders in the grid according to the option you select. A group’s roll-up row indicates the value of the selected grouping option. For example, if you select By Sales Person as the grouping option, each group’s roll-up row shows the name of a salesperson. Expand this row to see the job orders for this salesperson.

By default, Made2Manage selects the By Customer option, and groups all job orders by customer.

To see the job order’s details and its cost details, click the job order to open its Job Details - page.

To filter job analysis in Margin Analyzer

1. Load a new job analysis or load a saved job analysis

2. Perform one or all the following:

   » Apply a data filter:

   1. On the toolbar, go to Data Filter, and click Filter. The Job Analysis Filter window appears.

   This window also appears when you load a new job analysis.

   2. In the Type dropdown, select the type of date to indicate when the job was closed, due, released, or shipped.

   3. In the Date Range dropdown, select a time period.

If you select Custom, Made2Manage shows the From and To fields. Enter theFrom and To date in the respective field. Or click the Calendar icon to display the calendar. Enter the required date.

4.  In the **Data Filter** section, click the Lookup Reference of the required field. 

The category’s window appears.

5.  In the grid under the **Available Entries** section, select the required record, and use the right arrow to move the record into the grid under the **Selected Entries** section.

Or press **Shift**+ mouse click to select multiple records, and then use the right arrow to move the records.

[Tip] Double-click a record to move it from the grid under the Available Entries section to the grid under the Selected Entries section.

6.  Click **OK**.

7.  Repeat the steps **iv** to **vi** to apply filters for other required data categories.

To clear a filter, in theJob Analysis Filter window, select the All checkbox beside the corresponding field.

1. Click OK.

» Apply a row selection:

1.  Select the required group’s roll-up row to select all the job orders inside. Or expand the roll-up row and select the required job orders.

2.  On the toolbar, go to **Data Filter**, and click **Filter by Checked Rows**.

Only the selected rows appear in the grid.

To clear the filter, on the toolbar, go toData Filter and click Filter by Checked Rows again.

» Apply a formatting filter:

1.  Apply the required conditional formatting to the job analysis.

For more information, seeChange the layout of the job analysis in the Margin Analyzer

2.  On the toolbar, go to **Data Filter**, and click **Filter by Formatting**.

Only the conditionally formatted rows appear in the grid.

To clear the filter, on the toolbar, go toData Filter and click Filter by Formatting again.