Apply document filters

Document Publication  •  Article  •  3/19/2025  • 

You can select the Document Filter action on the Document Publication Report Selection and the Document Publication Layouts pages to apply specific filters to a report based on, for example, location code, sell-to customer number, and shipping method code.

  • The Document Filter action is not available for report lines when the Usage field value set to Custom.
  • The filters applied to the reports on the Document Publication Report Selection page are automatically copied when executing the Copy from Report Selection action on the Document Publication Layouts page.
  • If filters are edited on the Document Publication Layouts page, the system considers the updated filters instead of the filters on the Document Publication Report Selection page.