All our enquiries and record lists share the same screens and the same functionality for consistency purposes.
For more information on the layout and functionality of the screen please refer to purchase ledger transaction enquiry.
The Purchase Transactions Enquiry holds all the purchase transactions for all your suppliers and enables you to make enquiries about transactions in your data file.
It can be accessed directly from the navigator or from a supplier record.
You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the transactions you're interested in display in the Enquiry window.
You can look at just the header information, or you can view the detail line by clicking on the icon.
Access to enquiry windows is controlled by your Security Profile.
As default, only posted transactions display, but you can remove this default filter by following the link to remove filters further down.
Access purchase transactions directly from the supplier
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to a supplier you wish to view the transactions for.
Note: The Action Panel automatically opens from the right hand-side of the screen.
Click the Purchase Transactions card.
The purchase transaction enquiry opens with only the selected supplier's transactions listed.
Note: When you access the enquiry directly from a supplier record, the list of transactions is filtered based on the selected supplier. For more information please refer to remove filters.
To be able to use the account name search, you must remove the current code filter from the advanced filter panel.
Access purchase transaction enquiry directly from the navigation menu
Click Creditors then Enquiries then click Purchase Transactions.
Note: The enquiry screen opens listing every transaction for all suppliers on your purchase ledger. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.