Details Enquiry

The CR Details Enquiry form can be accessed from the Financials menu by selecting the Creditors menu option:

Then selecting the CR Enquiries menu option:

Then the CR Details Enquiries menu option:

The CR Details Enquiry form will then open:

Add the Creditor number to the  field and then select the  button.

Alternatively click on the Find Creditor button located to the right of this field: .  This will open the CR Find Creditors form, which will allow you to search for and select the required Creditor.  This form is further detailed in the Creditor Enquiry section.

Further details will then be displayed on the CR Details Enquiry form:

You can change the number in the  field and then clicking on the  button will replace the details on the form with those of the new Creditor.

Alternatively click on the Find Creditor button located to the right of this field: .  This will open the CR Find Creditors form, which will allow you to search for and select the required Creditor.  This form is further detailed in the Creditor Enquiry section.

The section on the right of the form is provided in a tabular format:

Clicking on the Outstanding Transaction Totals tab will provide the following details:

Clicking on any of the amounts on this tab will open the CR Filtered Transactions Enquiry form, displaying the relevant details of the selected transaction:

This form is further detailed in the Filtered Transaction Enquiry section.

Clicking on the Outstanding Order Totals will provide the following details:

Clicking on any of the amounts on this tab will open the CR Filtered Order Enquiry form, displaying the relevant details of the selected Orders.  This form is further detailed in the Filtered Order Enquiry section.

The following buttons are also available on the the CR Details Enquiry form:

• : Clicking on this button will open the CR Extra Totals form, which is further detailed in the Extra Totals section.
• : Clicking on this button will open the CR Filtered Transactions Enquiry form, with the Creditor number added to the  field.  This form is further detailed in the Filtered Transaction Enquiry section.
• : Clicking on this button will open the CR Invoices By Debt - Enquiry screen, which is further detailed in the Invoices By Department section.
• : Clicking on this button will open the CR Order Enquiry form, which is further detailed in the Order Enquiry section.
• : Clicking on this button will open the CR Creditor Maintenance form, allowing you to view and make changes to the Creditor's record.  This is further detailed in the Amending Creditors section.
• : Clicking on this button will provide Audit details for the Creditor.  This is further detailed in the Audit Info section.

• : Clicking on this button will allow you to add a note to the Creditor or view existing notes.  If there is an existing note the button will be displayed as .   Notes are further detailed in the Notes section.
• : Please ignore this button as the functionality is not available.
• : Clicking on this button will open a new window summarising the changes made for the Creditor.  Further details are provided in the View Changes section.
• : Selecting this button will allow you to search for any Remittances that have been created for the Creditor.  Further details are provided in the Creditors Remittances section.