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.
   Note:
   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.