Filtering and Retrieving Transactions

The second stage of the Payments Plus process follows this sequence:

  1. Define optional filters and retrieve the transactions.
  2. Select the transactions to pay and then add them to the proposal. See 2. Transactions for more information.

When this page first opens, some default filters are already defined:

  • The payment currency defined on the Payment page becomes the document currency filter. This is read-only at this stage. If you want to change it, go back to the Payment stage and change it there. You cannot change the document currency after transactions have been added to the payment proposal.
  • The payment method defined on the Payment page becomes the default payment method filter. You can amend it, or clear it.

If these default filters are enough, you can click Retrieve Transactions now. All transaction lines that meet the filter criteria will be retrieved and displayed in a selection grid.

Define Optional Filter Criteria

If you want to filter the transactions retrieved to help you find the ones you want to pay, you can define optional filter criteria.

Click to display a list of options for that filter.

The filters and their options are described in detail in the Payments Plus - 2. Transactions Fields topic.

Tip: If you find retrieval by using a particular filter field is slow, your administrator can ask Salesforce to add a custom index to that field. This could improve performance.

To clear all optional filter criteria, and clear the selection grid of all transactions, click Clear All. Only the payment currency filter will remain active.

Retrieve the Transactions

Once you have defined all the filters you want, click Retrieve Transactions to apply them. All transaction lines that meet the filter criteria will be retrieved and displayed as a selection grid.

By default, the filter panel is hidden. To display the filter panel, click Show Filters. To hide the filter panel again, click Hide Filters. To see more detail about the filter criteria that are in force while the filters are hidden, the number next to Filters Applied:

Notes:
  • The maximum number of transaction lines that can be retrieved is 10,000.
  • If you retrieve a lot of transactions at once, it can take some time to respond, and this varies by browser. This is particularly apparent when using Firefox. If you get a warning message, you should choose to wait. The process will complete when given enough time.
Tip:

When the selection grid is displayed you may find it useful to hide the side panels on each side of the page. To hide the payment proposal side panel on the right, click the > icon in the panel header. For information on how to collapse the Salesforce sidebar, contact your Salesforce administrator or see the Salesforce Help.