About the Sage 300cloud Inquiry Tool

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Looking Up Information Using the Sage 300cloud Inquiry Tool

Creating a Custom Query

The Inquiry tool allows you to quickly and easily look up information that exists in your Sage 300cloud system. Choose one of the preset query types and specify search criteria, and the tool displays matching results. For example, to find all A/R documents for a particular customer, use the A/R Documents query type and specify the customer number in search criteria.

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.

The query type you choose determines the default state of search criteria in the Inquiry tool. However, once you've opened the Inquiry tool, you can change search criteria to perform other queries, as long as they are consistent with the query type.

For example, the A/R Documents query type is limited to finding A/R documents. By default, search criteria for this query type are set up to find all A/R documents for a single customer. You can change the search criteria to find A/R documents based on any combination of customer numbers, document types, fully paid status, and national accounts. But you cannot use this query type to find O/E documents.

Notes:

If your Sage 300 system uses security, you must have Sage 300 ERP Inquiry security authorization to use the Inquiry tool.
In a multicurrency system, you can specify whether to show amounts in the functional currency or in the customer's currency.

You can open the Inquiry tool from various places, though not all query types are available from all these places:

Web toolbar. Most query types are available from the web toolbar at the right of the screen.
A/R Customers screen. Customer query types are available from the Inquiry list on this screen.
Note: By default, these query types find documents for the customer whose record is open in the A/R Customers screen.
Other screens. Some fields include an Inquiry option on the menu beside the field (for example, the Customer Number field on the A/R Invoice Entry screen).

Query Types

The following query types are available:

A/R Documents. Look up all types of posted and pending transactions for customers.
A/R Customer Adjustments. Look up posted adjustments (including adjustments from write-off batches), along with the documents they adjusted.
A/R Customer Documents. Look up posted invoices, credit notes, debit notes, interest charges, receipts (including unapplied cash, prepayments, and miscellaneous receipts), and refunds.
A/R Customer Receipts. Look up posted receipts for payments, including information about the documents to which each receipt was applied.
A/R Customer Refunds. Look up posted refunds, including information about the documents that were refunded.