6.3 - Filter Transorm

Clean Up the Dataset

Before we import the orders into Sage300, we want to filter out the miscellaneous charge lines without a value.

1. Drag a filter transform and connect it to the Aggregate transform.

1. Double click to open its setup.
2. Rename its Transform Id to a recognisable name.
   • For training enter: Filter

1. Click on the Field Mapping tab, and select the OrderDetails transaction.

1. Enter the field formula:
   • %LineType = 1 Or (%LineType = 2 And %ExtendedPrice <> 0)

Important

The result of the formula must evaluate to a True or False value, where a False value will mean the record is removed (or filtered) from the dataset.

1. Refresh.

The first Order will have ‘Assembly’ and ‘TwoManSupplement’ charges removed, as their values were empty.

1. Press Apply to save the transform and close.

Step 7: Sage 300 Order Import >