Creating Enquiries

New Enquiries can be created on the GL Transaction Enquiry form by using the standard 'ad hoc' Enquiry or by copying an existing Enquiry.

This section covers creating Enquiries using the standard 'ad-hoc' Enquiry.

To open the GL Transaction Enquiry form, from the Financials menu select General Ledger > GL Enquiries > GL Transaction Enquiry:

The 'ad-hoc' Enquiry will be added to the  by default.

Click on the  button:

You will notice that new tabs are displayed at the top of the screen and you will land on the Main tab.

Add or change the details to the fields and options on this tab

To create a new Enquiry click on the  tick box and a new Name field will be displayed under the tick box: .  Add a name for the Enquiry and click on the  button.  The new Enquiry will then be created:

The following tabs are available for the Enquiry:

• Main
• Query Dfn
• Cont
• Hdr Tots
• Hdr Create/Upd
• Authorisation
• Line Basics
• Line Cont
• Line Tots
• Line Source/Inv
• Line Created/Upd
• NRV