How to Drill Down from Document Inquiry to a Transaction Entry in Accounts Receivable for Sage 300

To drill down from applied transaction details to the original transaction-entry screen:

  1. Open the A/R Document Inquiry screen.
    Do one of the following:
    • Open Accounts Receivable > A/R Transactions > Document Inquiry.
    • On the A/R Customer Inquiry screen, click theInquiry button beside the Document Number field.
    • On any Accounts Receivable transaction-entry screen, display a posted transaction, and then click the Inquiry button beside the Document Number field.
  2. On the Details tab, select a document detail.
    Transactions applied to the detail are displayed in the Applied Transactions table.
    Note: This table appears only for documents that are job-related or to which retainage applies.
  3. In the Applied Transactions table, double-click the applied transaction you want to view in the original entry screen.