How to View a Transaction in the Original Transaction Entry Screen in Accounts Receivable for Sage 300

Before You Start

1. Open Accounts Receivable > A/R Customers > Customer Inquiry.
2. In the Customer No. field, enter the customer number, and then press Tab.

To view a transaction in the original transaction entry screen

1. On a transaction-related tab, in the top table, select the transaction line.
2. Double-click the number that identifies the transaction you want to view.
   You can drill down to any transaction in a column that has a Drilldown button in the heading, and you can drill down to any receipt or refund listed in the top table on the Receipts tab or the Refunds tab.
   Examples:
   • On the Documents tab:
     • To view an invoice, a debit note, or a credit note in the batch in which it was posted, double-click the Batch/Entry number.
     • To view an order or a shipment on the associated Order Entry screen, double-click the order number or the shipment number.
     • To view a customer payment on the A/R Receipt Entry screen or to view a refund on the A/R Refund Entry screen, double-click the check number or receipt number in the Check/Receipt No. column.
   • On the Pending tab:
     • To view or edit a transaction that is not yet posted, double-click the transaction line.