Drilling Down from Document Inquiry to a Transaction Entry

On the A/R Document Inquiry screen, if you are viewing a document that is job‑related or has associated retainage, you can see all the transactions that have been applied to individual document details that you select on the Details tab.

These steps explain how to drill down from an applied transaction detail to view the entire applied transaction—and all the information entered with it—in the original transaction entry screen.

To drill down from applied transaction details to the original transaction-entry screen:

  1. Open the A/R Document Inquiry screen. More...

    Do one of the following:

    • Open Accounts Receivable > A/R Transactions > Document Inquiry.
    • On the A/R Customer Inquiry screen, click theInquiry Inquiry button button beside the Document Number field.
    • On any Accounts Receivable transaction-entry screen, display a posted transaction, and then click the Inquiry Inquiry button button beside the Document Number field.
  2. On the Details tab, select a document detail.

    Transactions applied to the detail are displayed in the Applied Transactions table.

    Note: This table appears only for documents that are job-related or to which retainage applies.

  3. In the Applied Transactions table, double-click the applied transaction you want to view in the original entry screen.