Access Financials Help Centre

Questions you can ask Copilot about the Selling and Purchasing modules

Updated over a month ago

You can interact with Copilot using natural language queries to retrieve key information from Access Financials.

The below listed queries can also include filters of your choosing.

Selling module

How many outstanding sales orders do I have overall?	Give me a total value of outstanding sales orders from 2024
Which are the outstanding sales orders not yet invoiced?	What queries could you help me with on sales orders?
What's the largest amount of a sales order not yet invoiced?	Total value of sales orders not yet delivered
Largest value of sale order not yet delivered	Oldest sales order not yet delivered, by order date
How many outstanding sales orders do I have in total?	How many of those sales orders are from 2024?
How many new sales orders were created in 2025?	How many new sales orders were created this month?
How many sales orders are pending shipment (all time)?	How many orders were created in the last 2 months?
How does sales orders from 2025 compare to last year?	What is the outstanding value of sales orders to process, all time?
What is the number of the largest value sales order not yet delivered?	What is the total value of invoiced sales orders for 2024?
What is the status of sales order [Order Number]?	Show me all open sales orders for [Customer Name]
List all outstanding sales orders created in the last week	List all outstanding sales orders created in the last 30 day
What is the average value of outstanding sales orders by customer?	Compare outstanding sales order values for the top 5 customers
How many of these outstanding sales orders are from the last 90 days from the order date?	Give me the total value of the outstanding orders not yet invoiced (all time)

Purchasing module

Total value of purchase orders not yet invoiced	Total value of purchase orders not yet invoiced during 2019?
How many purchase orders were created in 2024?	How many purchase orders were created this month?
What is the total value of purchase orders invoiced for 2024?	What is the outstanding value of purchase orders to process (all time)?
Give me the order dates on these purchase orders	What purchase orders have the highest outstanding balances
What is the status of purchase order [Order Number]	Show me all open purchase orders for [Supplier name]
What is the average value of outstanding orders by supplier?	List all the purchase orders created in the last 30 days
How many purchase orders were created in 2025?	How many purchase orders were created this month?
Oldest purchase orders not yet received	What is the largest amount of purchase order not yet received?
How many purchase have been invoiced in 2025?	Largest value of purchase order not yet received

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