The Purchase Transactions Enquiry screen

Access the Purchase Transactions Enquiry screen

Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. 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 the 3 small horizontal lines and choose from the available filter list, then click OK.

The Purchase Transactions Enquiry screen holds all the transactions for all your suppliers and enables you to make enquiries about transactions in your data file.

All of our enquiries use the same look and feel as well as functionality for consistency purposes.

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 are displayed in the enquiry window.
You can look at just the header information, or you can open the transaction to see all the detail lines it contains by clicking on the expand arrow icon.
Access to enquiry windows is controlled by your Security Profile.

You can set a transaction on dispute by selecting the checkbox against the transaction on the On Dispute column and selecting a query reason which is not compulsory.

To remove the dispute flag, click on the selected checkbox against a disputed transaction. If the on-dispute column is not displayed as a default, you can add it through the Configure Columns under the cog icon.

To access a supplier's transactions directly from the supplier record, please refer to accessing transactions directly or from a supplier article.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the action panel by clicking on the > in the middle of the panel.

The purchase transaction enquiry is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Account Name or Header Reference which is the same as the Invoice, Credit Note Number field or Payments, Debit and Credit Adjustment Reference field. When accessing the enquiry directly from a supplier record, the account name and header reference only searches on the selected record. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the Advanced Filter panel, for more information please refer to the Advanced Filter article.
Advanced Filter	Opens the Advanced Filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter articles we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns article. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the transactions on the purchase ledger for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 50,000 rows to protect the performance. Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
The Grid	Default columns are displayed when the Enquiry screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns article. Each column is sortable and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the 3 small horizontal lines to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once. The Totals at the bottom right-hand side of the screen are made up of the Net, VAT, Gross and Outstanding values of the displayed transactions. When you select a transactions which has a different currency to your database's currency, you can see a currency switcher in the Totals section at the bottom of the enquiry screen. You can open the detail lines on a transaction by selecting the arrow in front of a transaction. You can change the configuration of the columns displayed for the Detail line from the Cog icon which is at the end of the detail section.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the account code and name columns to view your supplier record which depending on your security permissions opens in edit or view mode. If you don't have access to supplier records, the hyperlinks aren't visible on the enquiry screen.
Action Panel - Access other options	Select the checkbox in front of a transaction to open it. The Action Panel opens on the right-hand side of the screen where you can access action cards. The Actions tab displays all action cards that are available for your security permissions. The Notes tab, you can add notes for the selected transaction. You can only select one transaction at a time.

The Costing Transactions Enquiry screen

The Nominal Transactions Enquiry screen

The Outstanding Purchase Order Enquiry screen

The Sales Transactions Enquiry screen

The Supplier Records screen