All our enquiries and record lists share the same screens and the same functionality for consistency purposes.
For more information on the layout and functionality of the screen please refer to The Sales Transactions Enquiry article.
The Sales Transactions Enquiry holds all the transactions for all your customers and enables you to make enquiries about transactions in your data file.
It can be accessed directly from the menu or from a customer record.
You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the transactions you're interested in display in the Enquiry window.
You can look at just the header information, or you can view the detail line by clicking on the
icon .
Access to enquiry windows is controlled by your Security Profile.
As default, only posted transactions display, but you can remove this default filter by following the link to remove filters further down.
Access customer transactions directly from the customer
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
Select the checkbox next to a customer you wish to view the transactions for.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click the Sales Transactions card.
The Sales Transactions enquiry opens with only the selected customer's transactions listed.
Note: When you access the enquiry directly from a customer record, the list of transactions are filtered based on the selected customer. For more information please refer to remove filters.
To be able to use the account name search, you must remove the current code filter from the Advanced Filter panel.
Access sales transactions directly from the menu
Click Debtors then click Sales Transactions.
Note: The enquiry screen opens listing every transaction for all customers you have i your database. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
Choose from the available filter list.
Click OK.