The save filters feature of Bulk Supplier messaging allows users to save common or frequently used Supplier Message filters. If filters are saved a list of pre-saved messages are given a description which will be used for easy identification for users to know the messages' intended use.

Save Filters for Supplier Messages

1. From the Home menu, select Home > Operations > Bulk Documentation > PCM Quotes > Supplier Messaging.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Bulk Documentation menu option to expand it:

      

   4. Click PCM Quotes menu option to expand it:

      

   5. Click Supplier Messaging to open the Supplier Messaging screen:

      

2. Click Manual.

   

3. On the blank Bulk Supplier Messaging - Manual Selection screen, the Service Tab will open. Select the required filters from the field selections available within the PCM Tab, Analysis Tab (PCM and Agent), Service Tab and the Analysis Tab (Supplier and Product).

   View Supplier Messaging Filter Selections to learn more about all the field selections available, or view the individual tab filters: PCM Tab, Analysis (PCM and Agent), Service, Analysis (Supplier and Product), Results.

   NOTE: There are two tabs with the heading Analysis: the Analysis Tab on the left refers to the PCM or Agent Analysis field selections, whereas the Analysis Tab on the right refers to Supplier and Service Analysis field selections.

4. Check the completed screens.
5. Click on the Results Tab.
6. If you want to save this filter, click Save Filter.

   

7. On the empty New Selection screen, give the Saved Filter Selection a Description.

   

8. Click Add to add this filter description.

   

9. Click Exit to discard any changes.

   

   NOTE: If Add is selected the New Selection Description will appear in the Header of the Results Tab and the description will display each time a user opens Bulk Supplier Messaging. If selected for future Bulk Supplier Message sending, results will be returned based on the saved filters.

10. If Add is selected the results screen will re-display, where you can select to Send messages (following from Step 5 in the previous procedure), or Exit.

NOTE: The selection options for these fields would have been pre-determined at the time of your System Setup and will fit the purpose of your organisation. For more information on creating drop-down selections for Analysis Fields or Check boxes, see the System Setup User Manual.

There maybe times where you have complex filters selected and you want to make a subtle amendment. In this case Manual Filters or Saved Filters can be copied and given a new Description from within the Results Tab. Users can copy existing filters by using Copy Filters - make the necessary changes to filter selection. Re-saving will give the newly copied filters a New Description.

Deletion of Filter Descriptions is allowed and no warning message will display. The system will allow you to delete if the Filter Description is no longer required.