Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen. Image of New Query screen.

Creating a New History Query

Concept Link IconSee Also

To start a new history query:

  • Use the New button, or
  • Use the New option from the Query menu.

Either of these will open the New Query Window.

Click on the picture for more information.

Image of New Query screen.

  1. Select a unique name for your query (named query).
  2. Add any notes or comments you may want.

    Click on the picture for more information.

    Image of New Query screen.

  3. Select the source for your query from Invoice or Credit Notes.
  4. Program displays all available fields for the selected source file. The ‘*’ indicates a field that will be accumulated.

    Click on the picture for more information.

    Image of New Query screen.

  5. Select fields from the available fields list. Add them to the selected fields list by clicking the Add button, dragging and dropping them or double clicking on a single field.

    Click on the picture for more information.

    Image of New Query screen.

  6. The order of the fields determines the sorting and summarizing levels of the query. Use the Up or Down buttons to change the order of the fields.

    Click on the picture for more information.

    Image of New Query screen.

  7. Click on the OK button to move to the main window.
  8. Click the Cancel button to cancel creating the new history query and return to the main window.