Chapter 3 – Using and Customising the System Enquiries
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Enquiries
The Enquiries menu lets you look at your company data in the most powerful way. You choose a master file record, such as a customer, supplier, or inventory record. You can then see all the activity related to that record.
You use the same tools such as sorting, grouping, and filtering, which you use on maintenance-type enquiries. In Enquiries menu options, however, you have additional functionality available.
There is a two-stage process. In the first stage, you select the master file record, such as a customer, to analyse. In the second stage, you choose the information you wish to see about that master file record. Do you want to see open orders for customers, for example, or payments? Once you choose the type of data, you usually have other filtering options, such as a date range, category, and so on. You can then further sort, filter, and group in the standard ways.
In some modules, you can also produce charts using the Charts menu.
In this section, we show you features which are common to Enquiries functions. Each application module’s documentation has more details about each function.
Here is a typical enquiries screen:
Use the navigational buttons to navigate through the file, or select the file from the Account or
Description list box.
Once you select a record, click View to see its transactions.
Choose the type of information you would like to see by clicking the tabs.
You can range on various fields such as periods. These are different for each enquiry.
Use the standard grouping, sorting, and filtering capabilities as well.
You can right click the Account and Description fields. A popup menu displays. This menu lets you customise these list boxes, edit or create master records, and search for records.
You can also access enquiries via the Lookup menu.
Charts
