Filtering Work Orders

Applying Work Order filters causes the system to only display work orders that match the filter settings within the Work Order tab.

Accessing Work Order Filters

Within the Work Order tab, click the Filter button on the right side of the page.
Select desired filter options, then click Submit.
Please Note: Specific advice on applying different filtering options documented below.
System will process then displays only work orders that match all selected filter criteria. Use as many or as few filters needed at a time.

Filter Types

There are many categories to filter work orders by the list of filters and options within each Filter are as follows:
Please note: to remove any filter, click on the circle to the right of the category or select Clear All at the bottom of the window.

Application Timing
Asset
Customer
Date/ Range
Past Due
Location
Profile
Inventory Site
User Entered
Product
Crop
Sampling Method
Soil Service Provider
Status
Field Status
Type
VRA Work Orders
ERP Submitted
Billable Service

Once filtering criteria are selected, settings can be saved as a work order filter template. This allows for quickly loading a complex filter, or even setting it up as a default within Account Preferences. See subsections below for a more in-depth explanation of select filter types.

Type: Delivery Ticket Options

Within the Type filter, after selecting Delivery Ticket, a secondary Delivery Ticket Options input is available.

The Secondary filter categories are:

Delivery Method
- Deliver
- Pick Up
Delivery Product Type
- Chemical
- Fertilizer
- Seed

To access these secondary categories, start by selecting Delivery Ticket in the Type category. Next Click the arrow on the right side to close the drop down menu (see arrow on right).

This will collapse the type filter selector and display the Delivery Ticket Options window. The type filter selector can be re-opened if necessary to select other job types in conjunction with Delivery Ticket.

All categories will be defaulted on in order to display every Delivery Ticket available. To narrow down the filter criteria, click any x (circled for "Pick Up" in the image on the right) to the right of the unwanted name category to remove a method/product type(s) from the filtered view. Click Submit to apply the desired filter(s).

At this point Submit can be pressed again to view the Work Order tab and your filtered list, or additional filters can be applied before submitting.

Product: Tank Mixes

The Product filter has the capability of searching for work orders based on a certain tank mix and/or certain products. This gives users a quick way to find like blend work orders and jobs allows for edits to be made across all of them in a more efficient way. This also makes for a more efficient way to find work orders that may need all go to one truck based on the exact blend being in all jobs.

Selecting Product from the list of filters will display the Product Filter window:

After selecting a location, a predefined Work Order Tank Mix or Product(s) can be selected as filter criteria.

Once a tank mix is selected, all the products within that mix will display within the modal. Here, users can delete or add products and toggle "Includes or Excludes" and "Any of or Only" the selected products showing.

If a user would not like to use a tank mix filter and would like to manually add products one by one within the modal, that is also an option. The functionality works the same this way as it does filtering for a tank mix. Once filtered for what they would like, hit submit and all work orders within that filter criteria will show. The applied filter will show on the right hand panel.

ERP Submitted

The filter "ERP Submitted" gives several filtering options for Work Orders connected to an ERP, such as Merchant Ag, Agvance, or AGRIS. This filter can quickly display those jobs that have not yet been submitted, those that have been and received an ID, or those jobs containing an error.

Submitted - Displays jobs where an ID from the ERP has been successfully returned.
Submitted With Error - Displays jobs at the status where an ID from the ERP would be expected, but is missing.
- For users using AGRIS: completed or later orders with no formulation ID
- Agvance: accepted and later orders with no blend ticket
- Merchant: accepted or later orders with no Batch ID/Order ID.
Not Submitted - Displays jobs that have never been sent to the ERP due to their early status.

7-01-2025 - New WO Job Filter Type Addition : Assigned Lab

To greater expand the search and limiting functions around open Work Order Jobs, and additional filter for assigned “Lab” has been added to the system. This filter becomes exceptionally valuable for those user groups working with larger geographies where samples are not all sent to the same facility and for customer groups who have several locations, each potentially using different labs.

The Lab filter, coupled with the other available filter options, easily will allow groups to limit, find and expose jobs that meet a very specific set of conditions, such as job status, service provider, sampling method and field status just to name a few that assist with this job type.

The functions of the filter tool can easily be applied in both the Work Order module as well as the Operations module where the different setup scenarios can be stored and saved as well as a searchable filter template for ease of use. Within Operations, the only difference to the user would be the additional filters that this specific module supports which includes the inclusion of assigned Dispatch searching and the Geographic filtering.