The Inquiry tool allows you to quickly and easily look up information that exists in your Sage 300cloud system.
To look up information using the Inquiry tool:
- Open the Inquiry tool in one of the following ways:
- On the web toolbar at the right of the screen, click the Inquiries
button, and then choose a query type. - On the A/R Customers screen, click Inquiry, and then choose a query type.
- On other screens, click the Inquiry option on a field where it is available.
The Inquiry tool appears, set up in the default state for the query type you chose.
Note: Depending on the query type and the information in your Sage 300cloud system, you may need to change or specify search criteria before any results are displayed.
- On the web toolbar at the right of the screen, click the Inquiries
- To view search criteria, click Filter.
- Specify search criteria, and then click Apply.
Results that match the criteria you specified are displayed.
When some results are displayed, you can see more information related to a specific transaction by selecting the transaction in the main table (for some query types, information related to the selected transaction is displayed in other tables), or by drilling down to source transactions.
To change or refine your search, change search criteria and then click Apply again.
Tip: In a multicurrency system, you can use the field at the top right of the screen to specify whether to show amounts in the functional currency or in the customer's currency.