Everything you need to configure sales ledger enquiries
Check your customer's transactions, access the Aged Debt Enquiry
10 articles
- Next Generation - Access sales ledger transactions directly or from a customerA guide to accessing the Sales Transactions Enquiry, covering how to view transactions for all customers or a specific customer record, either from the navigation menu or directly from a…
- Next Generation - Access the action panel from sales enquiriesA guide to accessing the Action Panel from sales enquiry screens, covering the available tabs and their functions, including Actions, Notes, and Documents.
- Next Generation - Access the Aged Debt enquiry directly or from a customerA guide to the Aged Debt Enquiry, covering how to configure the ageing method, and access aged debt transactions for all customers or a specific customer record.
- Next Generation - Access the Outstanding Sales Order enquiry directly or from a customerA guide to accessing the Outstanding Sales Orders Enquiry, covering how to view outstanding orders for all customers or a specific customer record, either from the navigation menu or directly…
- Next Generation - Access the Sales Analysis Transaction enquiryAn overview of the Sales Analysis Transactions Enquiry, covering how to view and filter sales transaction details posted to specific analysis records across the sales ledger and selling module.
- Next Generation - Access the Sales Order Delivery History enquiry directly or from a customerA guide to accessing the Sales Order Delivery History Enquiry, covering the three ways to view delivery history for sales orders.
- Next Generation - Create and edit notes for transactions from a sales ledger enquiryA guide to creating and editing notes against sales transactions, covering how to add notes from the Sales Transactions Enquiry and directly from a customer record.
- Next Generation - Utilise the Sales Ledger Enquiry screen to its bestAn overview of the Sales Transactions Enquiry screen, covering how to search and filter transactions, configure columns, manage disputes, and access further actions via the Action Panel.
- Next Generation - Valid sales analysis codesAn overview of sales analysis records, covering their purpose, default analysis types, and restrictions applied once a record is in use.
- Next Generation - View, upload, download, preview, and delete documents for a sales transactionA guide to managing documents against sales ledger transactions, covering how to upload, view, preview, download, and delete documents from the Sales Transactions Enquiry