How to Filter Document Inquiry Results for the Current Customer in Accounts Receivable for Sage 300

To show only documents for the current customer:

  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. Display a document for the customer.
    The program applies the customer filter to the customer number used in the current document.
    Note: If you open the A/R Document Inquiry screen from another Accounts Receivable screen, the program automatically applies the filter for the current customer.
  3. On the Settings menu, click Set Customer Filter.
    The Set Customer Filter option is not available if:
    • The Document Number field is blank. You must select a document for the customer.
    • The customer filter is already applied to the current customer.

    Tip: To remove the customer filter so that you can see documents for all customers, click Clear Customer Filter on the Settings menu.