How to Look Up Information Using a Regular Query on Sage 300

Steps:

  1. On the web toolbar at the right of the screen, click the Inquiries button.
  2. In the Data Source field, select a data source to indicate the general type of information you are looking for.
  3. On the Standard Queries or Custom Queries tab, click a query.
    • Note: At the top of the Custom Queries tab, you can specify the type of custom queries to display: public, private, or both.
    • The Inquiry tool appears, and displays a results table containing the type of information that the selected query is designed to find.
  4. Use filters and other controls to refine what and how information is displayed:
    • Show Grand Totals. Select this option to show grand totals below the results table.
    • Per Page. Choose how many rows appear in the results table.
    • Group by column. To group the rows in the results table by a column, drag and drop the column’s header to the purple bar above the table. You can group by only some columns. For columns you can group by, column headers are shaded purple. For other columns, column headers are light grey.  If you group by column, subtotals are displayed below each group in the results table.
    • Sort by column. By default, rows in the results table are sorted by the first column (the column at the left side of the table). To change the sort order, or to sort by a different column, click any column header.
    • Column header menus. Each column header includes a menu with the following controls:
      • Columns. Specify which columns appear in the results table.
      • Filter. Set a filter to narrow down the information that appears in the results table.
        • A bar above the table displays all the filters that are currently set.
        • To clear a single filter, open the Filter menu on a column that has a filter set, and click Clear. To clear all filters, click Clear All Filters (above the table).
      • In the results table, you can click some transactions and records to drill down and see more information. The query you are using determines the types of transactions and records to which you can drill down. For example, when using the Order Entry Invoices query, you can drill down to see invoices in the O/E Invoice Entry screen, orders (the source transactions for the invoices) in the O/E Order Entry screen, and customers in the A/R Customers screen.
        • Tip: You can export data from the results table to a Microsoft Excel file by clicking Export. Totals are not included in the exported data.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.