Transaction Enquiry

The CR Transaction 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 Transaction Enquiry menu option:

The CR Transaction Enquiry form will then open:

Add search criteria to the fields on the form.

The Creditor number can be added directly to the  field or alternatively clicking on the Find Creditor button located to the right of this field, , will open the CR Find Creditors form.  This form will allow you to search for and select the required Creditor and is further detailed in the Creditor Enquiry section.and

Clicking on the  tick box will open up new options:

Add further details to these options as required.

Clicking on the  button will clear any search criteria added to the form and the fields on the form will revert to their default values, allowing you to add fresh criteria.

Select the  button.

A Grid will be displayed at the bottom of the form with transactions that meet the search criteria (clicking on this button without adding any further search criteria will result in all transactions being displayed).

The CR Transaction Enquiry form will be displayed as follows:

Clicking on the  button will remove the Grid as well as any search criteria that has been added to the form.  The fields on the form will revert to their default option.  This allows you to add fresh search criteria.

If a  button is displayed, further pages will be available - click on this button to go to the next page.

A  button will be displayed if there is only one page.  Where there are multiple pages this button will be displayed on the last page.  When this button is displayed adding new search criteria to the fields on the form and clicking on this button will refresh the Grid with transactions that meet the new search criteria.

Clicking on the links in the Transaction Number column on the Grid:

Will open the relevant CR Enq. screen dependant on the type of transaction selected.

Where it is an Invoice, the CR Invoice Enq, screen will open, providing further details of the Invoice.  This form is further detailed in the Invoice Enq section.

Where it is a Credit Note the CR Credit Enq. screen will open, providing further details of the Credit Note.  This form is further detailed in the Credit Note Enq section.